Lending Product Consultant
About The Position
Fields incoming calls from advisors as it relates to securities backed lending and Mortgage products. Assists in evaluation of common call requests to help improve branch education opportunities. Interacts professionally with associates and Financial Advisors to provide professional client service upholding the Service 1st philosophy. Serves as point of contact for general information regarding new and existing loan inquiries from the Financial Advisor or branch support staff Advises on basic loan structures when appropriate. Provides guidance on lending options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant, as necessary. Builds excitement around enhancements to our Securities Based Lending and Mortgage platforms. Maintains knowledge of Raymond James Bank forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend). Identifies opportunities to enhance productivity within the Securities Based Lending team. Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries. Responds directly to branch requests while including the Senior SBL Consultant, SBL Consultant, or Mortgage Consultants as necessary. Ensures compliance with state and federal guidelines.
Requirements
- Associates Degree + 5+ years consumer/commercial lending experience
- Experience with inbound calls
Nice To Haves
- Retail banking/client services experience preferred
Responsibilities
- Fields incoming calls from advisors as it relates to securities backed lending and Mortgage products.
- Assists in evaluation of common call requests to help improve branch education opportunities.
- Interacts professionally with associates and Financial Advisors to provide professional client service upholding the Service 1st philosophy.
- Serves as point of contact for general information regarding new and existing loan inquiries from the Financial Advisor or branch support staff
- Advises on basic loan structures when appropriate.
- Provides guidance on lending options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant, as necessary.
- Builds excitement around enhancements to our Securities Based Lending and Mortgage platforms.
- Maintains knowledge of Raymond James Bank forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend).
- Identifies opportunities to enhance productivity within the Securities Based Lending team.
- Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries. Responds directly to branch requests while including the Senior SBL Consultant, SBL Consultant, or Mortgage Consultants as necessary.
- Ensures compliance with state and federal guidelines.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Education Level
Associate degree
Number of Employees
501-1,000 employees
