Commercial Bank - Client Specialist job in San Francisco, CA| Recruit Arrow
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Commercial Bank - Client Specialist
Location : California, San Francisco
Refer job # MHBW338707
Job Responsibilities and Requirements: In this role, you will be responsible for the following functions: Facilitate application process by interfacing with customers in taking complete applications.Requesting documentation from borrowersDiscussing products, pricing and quoting and locking interest rates at the request of the Client Manager. Act as a liaison between the Client Manager and the processing team and coordinate Letter of Interest submissions as well as loan closings.Review complex files with multi-layered entity documentation and examine third party reports and leases.Identify potential problems with loan applications and arrive at a workable solution prior to submission to underwriting. Manage pipeline, including updating Client Manager on pipeline status and updating borrowers on the status of their loan. Assist the Client Manager in building customer and real estate broker relationships. Coordinate and manage marketing to customers and brokers.Assist and attend team marketing events and trade shows. Tele-market to potential borrowers from marketing lists. Size new loans with Client Managers assistance. Establish with Client Manager the number of loans required to fund and close in Client Manager annual production goal setting process. Support Client Manager to achieve high originations and retain existing clients. Qualifications College graduate preferred Minimum 2-4 years experience in mortgage lending preferably with inside sales/customer service backgroundMarketing and advertising experience a plusIntermediate computer skills (familiar with MS Office products or similar software) Enthusiastic and self-motivatedExcellent written and oral communication Excellent customer service skills Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
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