In this role, you will provide coaching and development for his/her team members to meet established department and team goals, which include service level, quality standards, cross-sell relationships and simply the best customer service.
Responsible for business development, relationship management and client experience of companies with annual gross sales of $0-10M. Proactively consult the business owners in achieving their financial goals by providing smart financial solutions for personal and business needs.
In this role, you will build collaborative internal and external relationships to provide the best in client advice and service. The selected candidate will develop the business to ensure a seamless experience for the client who has multiple products and services.
In this role, you will work within stated guidelines to acquire and/or expand and retain client relationships to generate revenue and deepen share of wallet. Handles the origination, financial analysis, negotiation and documentation of credit and non-credit products and services.
In this role, you will be responsible for developing and maintaining a team relationship between the Sales and Operations Teams. Ensure that the Loan Originator provides clear, concise and customer focused communication throughout the entire loan process.