Account Manager, Specialized Retail Lending
About The Position
Utilizing strong customer services skill this role is accountable to our clients to analyze, underwrite and recommend approval loan/ line of credit applications within our services standards, with solid justification. The account manager is also responsible for communicating loan decisions and requirements to advisors while maintaining high customer service skills. The role also involves responding to inquiries submitted by clients, financial advisors and staff by either phone or email. The Specialized Retail Lending department is currently looking for a dynamic individual to joint their team as Account Manager.
Requirements
- Team oriented with a positive attitude
- 3-5 years of lending experience
- Excellent PC skills including Outlook, Word, Excel, Powerpoint
- Good conflict resolution skills
- Sound problem solving skills and strong negotiation and influencing skills
- Excellent time management skills, and ability to organize, multi-task
- High accuracy skills with a strong attention to detail
Nice To Haves
- Excellent knowledge of Banking policies, procedures and products
- Strong knowledge of banking industry
- Strong knowledge of banking systems
- Sound knowledge of insurance and investment-based products
Responsibilities
- Analyze and interpret financial statements (personal and corporate) and other documents related to the underwriting of loan applications
- Review and approve within DLA, loan transactions up to $1,000,000
- Recommend for approval more complex loan transactions that exceed $1,000,000
- Processing of more complex new loan applications in accordance with Bank policies and procedures
- Prioritization of daily work
- Adjudicate security requirements on existing loan portfolio
- Review loans for satisfactory repayment history, correct and continued security documentation and status
- Adherence to risk/ audit / compliance requirements
- Has the ability to process a high volume of applications
- Meet and exceed defined service level agreements and engage Manager if SLA's are not met
- Provides superior customer service to Advisors and Clients
Benefits
- health insurance
- dental insurance
- mental health insurance
- vision insurance
- short- and long-term disability insurance coverage
- life and AD&D insurance coverage
- adoption/surrogacy benefits
- wellness benefits
- employee/family assistance plans
- pension
- global share ownership plan with employer matching contributions
- financial education and counseling resources
- paid holidays
- vacation
- personal days
- sick days
- full range of statutory leaves of absence
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
