Loan Operations Prepares, reviews, and submits important loan documents confirming that all stipulated regulations are meet by ensuring all closing documents are delivered. Meets and discusses loan specifications with borrowers, lenders, and other middlemen during this process. Researches and provides resolution of loan issues, questions, and standards. Works with team me

Business Strategy & Program Execution Drive execution for one or more strategic initiatives by owning roadmaps, timelines, workflows, and cross functional dependencies across go to market, reporting, and technology enablement efforts Translate stakeholder needs into clear, actionable requirements for sales and product initiatives, collateral, reporting, and tools Partner

Collection Coordinates loan portfolio collection efforts whether that be a repayment plan, settlement, or liquidation of collateral. Documents efforts and conversations in the event legal action is necessary. Engages and manages third party companies that collect on charged off loans. Negotiation Assists in the negotiation of new terms for borrower repayment. Works closel

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Support & Service Performs data entry, processing, and risk analysis to place customer coverage. Services substantial customer accounts, including high net worth clients. Identifies opportunities to support sales goals during the course of daily activities. Offers guidance on complex and escalated service issues. Team Leadership Mentors and trains team members. Assists in

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Operations Support Addresses operational client service questions and inquiries. Researches, resolves, and communicates updates to the appropriate parties. Assists with time sensitive operational projects and deadlines. Ensures all unsolicited client trading requests are executed correctly and in a timely manner. Account Servicing Creates, maintains, and updates client ac

Service Standards Foster collaborative partnerships that deliver value for customers, prospects and colleagues. Initiate conversation to uncover sales or referral opportunities. Listen attentively and ask insightful questions to understand customer needs and preferences; and take prompt actions to address immediate needs. Proactively look for way to optimize performance b

Ongoing Sales Support Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed. Documentation Support Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering

Ongoing Sales Support Provide ongoing sales support to Lenders, including identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls, maintaining prospect lists, and making joint calls as needed. Documentation Support Originates, processes, and ensures accuracy of loan documentation for closings. This includes entering