NewtekOne (NASDAQ: NEWT) · 1 day ago

Business Service Specialist - Lending

United States

Full-time

Remote

Entry Level

$65K/yr - $100K/yr

1+ years exp

Maximize your interview chances

Financial Services

Insider Connection @NewtekOne (NASDAQ: NEWT)

Discover valuable connections within the company who might provide insights and potential referrals.
Get 3x more responses when you reach out via email instead of LinkedIn.

Responsibilities

Contact all referrals (prospects and/or applicants) within set timeframe as prescribed by NewTracker.

Advise customer of application status and action necessary to achieve desired objective

Interacting with customers via telephone, text, email, or video chat in a professional and courteous manner

Provide outstanding professional customer service and create strong client relationships

Prescreen and process all loan applications accurately through the online application system while interfacing with customers and others within and outside departments to determine if the applicant can be pre-qualified and for the appropriate lending product.

Daily updating of Referral System with pertinent customer information

Assemble all documents utilizing the Application Portal, essential to loan processing (SBA Forms, Credit Release, Financial Data and other pertinent documentation) for 7A, 504, SLOC and Conventional, C&I and Investor CRE lending programs

Provide timely and accurate status of assigned referrals in NewTracker

Conduct outbound calls to potential customers / referral sources as required by our Compliance Policy

Support and Assist BSS Team Leader, Underwriters and Closers by providing complete and accurate information pertaining to customer's application, status, or issues that needs to be addressed. Open and honest communication is essential for this position. The BSS should work with applicant to ensure both the application portal and closing portal are completed within appropriate time frames to ensure the application progresses through our process, from origination to closing, in a timely fashion

Maintain contact with Alliance Partners respective to their referrals

Maintain strong knowledge base of Newtek Loan Policies as they relate to SBA Loan Programs, SLOC, and Conventional Loan Program in order to provide applicants with program features, benefits and processes

Cross Selling of other Newtek products and services to new or existing customers with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk. When an opportunity is uncovered, the customer should be live transferred to the appropriate Business Service Specialist (BSS) or a referral should be put into NewTracker

Qualification

Find out how your skills align with this job's requirements. If anything seems off, you can easily click on the tags to select or unselect skills to reflect your actual expertise.

Sales ExperienceMicrosoft OfficeLoan ProcessingFinancial Reporting