VP, Business Loan Specialist

Newtek One • ,

10d • $65,000 - $90,000 • Onsite

About The Position

Newtek Bank, N.A. is seeking a VP, Business Loan Specialist to join its Lending Division. This role involves providing outstanding customer service to existing and potential lending customers, assisting them with loan applications through an online system, and discussing their financial needs to structure solutions with Newtek's lending programs. The specialist will keep applicants informed of the process from application to closing and will cross-sell appropriate company products and services. The position reports to the SVP, Lending Manager.

Requirements

• Intermediate computer and phone skills required.
• Proficient in Microsoft Office suite of products, i.e. Outlook, Word, Excel, etc.
• Excellent attention to detail, follow up, and problem solving.
• Excellent time management skills.
• Strong listening, verbal, and written communication skills are essential.
• Self-motivating and great teamwork attitude.
• Ability to quickly learn about company products or services.
• Familiar with financial reports (business and personal tax returns, cash flow projections, etc.).
• Minimum of 1-4 years customer service experience.
• Ability to multi task and work with several applications concurrently.
• Ability to meet deadlines and plan accordingly.

Nice To Haves

• Sales or Lending experience a plus.

Responsibilities

• Contact all referrals (prospects and/or applicants) within set timeframe as prescribed by NewTracker.
• Advise customer of application status and action necessary to achieve desired objective.
• Interact with customers via telephone, text, email, or video chat in a professional and courteous manner.
• Provide outstanding professional customer service and create strong client relationships.
• Prescreen and process all loan applications accurately through the online application system while interfacing with customers and others within and outside of departments to determine if the applicant can be pre-qualified and for the appropriate lending product.
• Daily updating of Referral System with pertinent customer information.
• Assemble all documents utilizing the Application Portal, essential to loan processing (SBA Forms, Credit Release, Financial Data and other pertinent documentation) for 7A, 504, SLOC and Conventional, C&I and Investor CRE lending programs.
• Provide timely and accurate status of assigned referrals in NewTracker.
• Conduct outbound calls to potential customers / referral sources as required by our Compliance Policy.
• Support and Assist Team Leader, Underwriters and Closers by providing complete and accurate information pertaining to customer's application, status, or issues that needs to be addressed.
• Maintain contact with Alliance Partners respective to their referrals.
• Maintain strong knowledge base of Newtek Loan Policies as they relate to SBA Loan Programs, SLOC, and Conventional Loan Program in order to provide applicants with program features, benefits and processes.
• Cross Sell of other Newtek products and services to new or existing customers.
• Participate in mandatory Community Reinvestment Act (CRA) activities and initiatives, including community outreach, volunteer events, financial education programs, and related efforts, as assigned.

Benefits

• Equal Opportunity Employer; M/F/D/V.
• Employees are required to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level