Job Description
Primary Responsibilities Include
It is expected that the position holder will perform responsibilities with periodic oversight and minimal supervisory intervention. Primary responsibilities include:
- Independently initiates and executes SBA, hazard, life and flood insurance monitoring and transactions with a high level of accuracy that meets customer and business partner expectations.
- Regularly engages with commercial loan customers or their representatives.
- Prioritizes work in a time-sensitive manner.
- Resolves straight-forward to complex customer issues with minimal guidance, escalating as appropriate.
- Demonstrates understanding of commercial lending and insurance products as well as market verticals.
- Models behaviors that exemplify superior customer service.
- Demonstrates understanding of commercial loan and collateral documentation, including SBA, hazard, life and flood insurance
- Demonstrates consistency in meeting target performance goals.
- Adheres to regulatory (federal and state) and corporate requirements for commercial lending, credit risk and operational risk. Meets all security and human resources business partner expectations by developing appropriate communication channels and feedback mechanisms to measure satisfaction.
Qualifications, Education, Certifications And/or Other Professional Credentials
- Strong knowledge of commercial loans and collateral documentation, including SBA, hazard, life and flood insurance
- Strong knowledge of department applications and systems preferred, including AFS, Loan IQ, Alfresco, Salesforce
- Excellent organization skills required
- Excellent ability to multi-task required
- 5+ years of excellent customer service skills
- 5 + years with MS Excel Word, Power Point required
- Excellent time management skills required
- Excellent written and verbal skills required
- Excellent interpersonal skills
- Advanced analytical skills required
- Solid interpersonal skills