Commercial Lending Specialist jobs in United States
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Revolution Technologies · 2 weeks ago

Commercial Lending Specialist

Revolution Technologies is seeking a Lending Product Consultant to join their team. This role involves providing professional client service related to securities-backed lending and mortgage products, assisting in evaluating call requests, and ensuring compliance with banking guidelines.

DeliveryHuman ResourcesInformation Technology
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Growth Opportunities
Hiring Manager
Donna Lott
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Responsibilities

Fields incoming calls from advisors as it relates to securities-backed lending and Mortgage products offered by client
Assists in evaluation of common call requests to help improve branch education opportunities
Interacts professionally with associates and Financial Advisors to provide professional client service upholding the Service 1st philosophy
Serves as point of contact for general information regarding new and existing loan inquiries from the Financial Advisor or branch support staff
Advises on basic loan structures when appropriate
Provides guidance on lending options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant, as necessary
Builds excitement around enhancements to our Securities Based Lending and Mortgage platforms
Maintains knowledge of bank forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend)
Identifies opportunities to enhance productivity within the Securities Based Lending team
Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries. Responds directly to branch requests while including the Senior SBL Consultant, SBL Consultant, or Mortgage Consultants, as necessary
Ensures compliance with bank’s state and federal guidelines
Performs other duties and responsibilities as assigned

Qualification

Consumer/commercial lendingClient services experienceRetail banking experienceInbound phone callsOffice equipment operationSoftware applicationsCritical thinkingProblem solvingCreativityOrganizational skillsEffective communicationAttention to detail

Required

Minimum of five (5) years of consumer/commercial lending experience
Must have experience with inbound phone calls (call center environment)
Associates degree

Preferred

Retail banking experience preferred
Client services experience preferred

Benefits

Laptop provided

Company

Revolution Technologies

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Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Ted Parker
Founder & Chief Executive Officer
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Miles Toshie
Executive Vice President/Partner
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Company data provided by crunchbase