Lending Specialist jobs in United States
cer-icon
Apply on Employer Site
company-logo

Revolution Technologies · 13 hours ago

Lending Specialist

Revolution Technologies is seeking a Lending Specialist to effectively coordinate the end to end Private Banking loan account process and provide exemplary service to clients. This role involves working closely with various teams and ensuring accurate client data while enhancing current processes to deliver a premier client experience.

DeliveryHuman ResourcesInformation Technology
check
Growth Opportunities
Hiring Manager
Marina Besecky
linkedin

Responsibilities

Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects

Qualification

Loan process knowledgeClient service experienceMicrosoft Office proficiencyAnalytical problem-solvingTeam-oriented adaptabilityInterpersonal skillsAttention to detailSelf-directed work ethic

Required

Bachelor's Degree required
Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Preferred

Proficiency in Microsoft Office preferred

Company

Revolution Technologies

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

Funding

Current Stage
Late Stage

Leadership Team

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