Small Business Lending Consultant
Core
Small Business Lending Consultant ensures a Category of One experience for all customers in providing lending solutions and taking business loan applications for Community Lending customers up to 5MM Revenue, 500M Loan Amount, and 1MM Aggregate Exposure.
Role type
Small Business Lending Consultant
Builds
Business loan applications and credit decisions for Community Lending customers
Domain
Financial Services / Small Business Lending
Required skills
Business banking sales/lending experience, Business lending product knowledge, Credit decisioning, Application processing, Customer communication, Salesforce MAX, ESS, AFS Vision, Velocity, Microsoft Office Suite
Preferred skills
Excellent customer service, Interpersonal skills, Critical thinking, Team collaboration, Organizational skills, Multi-tasking, PC and internet proficiency
Responsibilities
Take business loan applications for Community Lending customers, Communicate with customer, branch partner, and underwriter to submit application and obtain credit decision, Field new opportunities via internal, inbound phone calls, Leverage Elite Digital Lobby technology to communicate and transfer documents, Partner with and support Branch colleagues and business lending customer via initial real-time engagement, Hand off credit approved and customer accepted applications to Business Lending Client Specialist