Client Specialist, Commercial Real Estate Banking, Commercial Term Lending
About The Position
The Commercial Real Estate Commercial Term Lending team is seeking a Client Specialist to support Client Managers and serve as a customer contact point for resolving issues across multiple departments. This role involves facilitating the application process, requesting necessary documentation, discussing products and pricing, and developing a comprehensive understanding of treasury services. Commercial Term Lending (CTL) offers term financing solutions for commercial real estate owners and investors for stabilized properties. The team's success relies on dedicated people, cutting-edge systems, honed business processes, and a strong business culture, with local knowledge and experience being key components.
Requirements
- Minimum 2 years’ experience in mortgage lending, with inside sales/customer service background.
- Excellent desktop skills including Microsoft Excel, PowerPoint, and other Office applications.
- Enthusiastic and self-motivated.
- Superior written and oral communication.
- Superior customer service skills.
- Ability to demonstrate control, flexibility, and maintain quality and high productivity when dealing with customers and changing work demand.
- Strong organizational and execution skills including ability to multitask and work independently across various levels in the organization.
Nice To Haves
- College graduate preferred.
- Ability to make personal connections, engage customers, and remain courteous and professional in a team environment.
- Professional, thorough, and organized with follow-up skills, ability to learn products, services, and procedures quickly and accurately.
- Superior interpersonal communication skills, as well as strong attention to detail and time management.
Responsibilities
- Facilitate application process by interfacing with customers in taking complete applications.
- Requesting documentation from borrowers.
- Discussing products, pricing and quoting and locking interest rates at the request of the Client Manager.
- Develop a working knowledge of treasury services products and process in order to assist customers with opening accounts.
- Collaborate with the Treasury Management Officer (TMO) on payments and liquidity sales process.
- Partner with TMOs throughout the sales cycle to manage pipeline and ensure services and pricing are set up timely and accurately.
- 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 to 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 by coordinating and managing marketing to customers and brokers.
- Assist and attend team marketing events and trade shows.
- 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.
- Provide a high level of customer service to both internal and external customers.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
Number of Employees
5,001-10,000 employees
