Lending Product Consultant

Our Client, a Global Financial Services Firm is seeking, a Lending Product Consultant in their St. Petersburg, FL.

Responsibilities:

• Field incoming calls from advisors related to securities-backed lending and mortgage products.
• Assess common call types to help identify training and education opportunities for branch teams.
• Interact professionally with internal associates and advisors to deliver high-quality service aligned with a Service-First mindset.
• Serve as a primary point of contact for general information on new and existing loan inquiries from advisors or branch support staff.
• Provide guidance on basic loan structures when appropriate.
• Offer direction on available lending options and escalate to senior lending or mortgage consultants as needed.
• Promote and build enthusiasm around enhancements to securities-based lending and mortgage platforms.
• Maintain up-to-date knowledge of required forms, systems, and processes for initiating securities-based loan applications or mortgage applications.
• Identify opportunities to improve efficiency and productivity within the lending team.
• Manage a shared inbox that includes requests for general product information and inquiries related to new and existing loans. Respond directly when appropriate while looping in senior team members as needed.
• Ensure all activities comply with internal policies as well as state and federal regulations.
• Perform additional duties and responsibilities as assigned.

Skills:

• Strong critical thinking, problem-solving, and creativity.
• Commitment to providing exceptional service.
• Excellent organizational abilities with high attention to detail and accuracy.
• Effective verbal and written communication skills, with the ability to convey detailed information on lending products and processes.
• Proficiency with standard office equipment and required software applications.
• Experience handling inbound phone calls is required.
• Retail banking experience preferred.
• Client service experience preferred.

Education:

• Associate degree and a minimum of five (5) years of consumer and/or commercial lending experience.