What are the responsibilities and job description for the Loan Specialist position at beBee Careers?
Job Description
The Loan Advisor role is a challenging and rewarding position that requires a strong understanding of financial concepts and excellent customer service skills.
Main Responsibilities:
- Maintain a portfolio of Business Purpose Loans by providing optimal support to customers with inquiries and needs.
- Cultivate and maintain on-going customer relationships by providing an advisory role and approach towards every customer's unique business needs.
- Receive inbound calls, make outbound calls, provide email and text support to clients, attorneys, business administration and other authorized parties on the account.
- Perform moderately complex administrative, transactional, operational and customer support tasks to include analyzing and fulfilling requests, preparing and/or procuring documentation.
- Generate reports and analyze data to determine strategic initiatives needed to maximize customer satisfaction and results.
- Ensure compliance with company policies and procedures as well as achieving investor requirements.
- Leverage available resources and technologies to serve our clients with operational excellence and accuracy.
- Achieve production goals set by Management.
Required Skills and Qualifications
To perform this job successfully, an individual must possess the following qualifications:
- 3-5 years of direct or related experience in working knowledge of Business Purpose Loans.
- Extensive understanding of escrow, escrow analysis, payment histories, billing and 1098 statements.
- Expansive knowledge related to cross collateralized servicing, partial lien release.
- Comprehensive understanding of property preservation, i.e. code violation resolve, hazard claim resolution.
- Excellent attention to detail, strong analytical/resolution skills, and use of sound judgement.
- Ability to multi-task, meet deadlines and stay organized.
- Excellent verbal & written professional communication skills.
- Ability to work in a team environment and independently.
- Strong advisory skills via telephone, email, and other various platforms.
Competencies
To perform the job successfully, an individual should demonstrate the following competencies:
- Adaptability - Adapts to changes in the work environment.
- Business Ethics - Treats people with respect.
- Communications - Expresses ideas and thoughts verbally.
- Customer Service - Displays courtesy and sensitivity.
- Dependability - Responds to requests for service and assistance.
- Teamwork - Balances team and individual responsibilities.
