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.
In this role, the selected candidate will define execution of strategic initiatives and lead implementation across cross-functional teams / create strategic roadmaps for internal and external partners to design, test, and implement transformational business solutions.
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.