NewtekOne is a financial holding company providing business and financial solutions to small and medium-sized businesses. Newtek Bank, N.A. is seeking a VP, Business Loan Specialist to support loan origination by assisting applicants, processing and monitoring loan applications, providing customer service, and cross-selling relevant products and services.
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
Interacting 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. Open and honest communication is essential for this position. The VP, Business Loan Specialist should work with applicant to ensure both the application portal and closing portal are completed within appropriate time frames to ensure the application progresses through our process, from origination to closing, in a timely fashion
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 Selling of other Newtek products and services to new or existing customers with the belief that you are creating a partnership and serving the customer by introducing them to additional products or services that assist the business owner in increasing sales, reducing expenses and minimizing risk. When an opportunity is uncovered, the customer should be live transferred to the appropriate VP, Business Loan Specialist or a referral should be put into NewTracker
Participate in mandatory Community Reinvestment Act (CRA) activities and initiatives, including community outreach, volunteer events, financial education programs, and related efforts, as assigned
Qualification
Required
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
Bachelor's degree in Finance, Business or other related field
