Practice Finance Loan Specialist
Core
On-boards new Practice Finance customers, manages cross-sell opportunities, and coordinates follow-up with internal partners to ensure quality control and exceptional customer experience.
Role type
Senior IC Practice Finance Loan Specialist
Builds
Loan documentation and closing processes for customers with sales from $0-25MM
Domain
Financial Services / Business Banking
Required skills
Loan onboarding, cross-sell coordination, due diligence, document gathering, collateral exception management, referral fee processing, forecasting, pipeline management
Preferred skills
Business banking sales knowledge, consultative selling, organizational skills, customer service, communication, teamwork, multitasking
Responsibilities
Collect conditions necessary to close loans, communicate with customers 2x per week, oversee account opening/TM service implementation, manage collateral exceptions, process referral fee payments, support Business Development Officers with onboarding and introductions
Seniority
Mid-level, hands-on IC