REMOTE - reputed company Finance Loan Specialist

reputed company reputed company: The reputed company Finance Loan Specialist on-boards new reputed company Finance customers and manages cross-sell opportunities and provides introduction and coordinates follow up with internal partners. Establishes long-term customer relationships to ensure reputed company control and provides an exceptional customer experience. Partners and supports reputed company of reputed company Finance Business Development Officers to reputed company team results. Assists with reputed company customers with sales from $0-25MM. Has a significant emphasis on cross-sell to identify opportunities and coordinate these efforts for reputed company. Continually reviews reputed company process to ensure alignment with Simply the Best customer experience. Provides reputed company service utilizing a relationship plan/model. Assists (2-3) reputed company Finance Business Development Officers with initial reputed company and partner introductions. Coordinates the due diligence and document-gathering necessary to get loans documented and reputed company. Assists reputed company Finance Business Development Officers with forecasting and pipeline management. Duties & Responsibilities • Works with customers and reputed company parties and partners to collect conditions necessary to reputed company loan. • Communicates with customers 2x per week minimum to help them understand where we are in the process with their loan closing. • Has reputed company of Account opening/TM service implementation which is completed by partners on the dedicated business banking relationship team. • Manage and reputed company collateral exceptions resulting from their loan closings. • Process referral fee payments for their reputed company Finance COI BDO Partners. • MAX support and administrative support for reputed company Finance COI BDO Partners. • Performs other duties as assigned. Basic Qualifications • Bachelor's degree or the equivalent of an additional 2 years of sales in a financial services or credit environment • Minimum of 3 years of sales support experience in a financial services or credit environment Preferred Qualifications • Business Banking sales and product knowledge • Consultative selling and profiling experience • Proven organizational skills • Excellent customer service and interpersonal skills • Exceptional written and verbal (face-to-face and phone) communication skills including reputed company grammar and demeanor • General knowledge of Business Banking sales and product knowledge • Proven reputed company record of working reputed company in reputed company environment • Strong organizational skills with attention to detail • Ability to multi-task • PC and internet proficiency Exempt Status: (reputed company = not eligible for overtime pay) (No = eligible for overtime pay) reputed company Applications Accepted Through 05/08/2026 reputed company expects to accept applications through at least the date above, and may continue to accept applications until the position is filled. Workplace Type Remote Our Approach to Office Workplace Type Certain positions reputed company our reputed company network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have reputed company to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team. reputed company will not sponsor applicants for this position for immigration benefits, including but not limited to assisting with obtaining work permission for F-1 reputed company, H-1B professionals, O-1 workers, TN workers, E-3 workers, among other immigration statuses. Applicants must be currently authorized to work in the reputed company on a full-time reputed company. Compensation reputed company The compensation reputed company represents the anticipated low and high end of the reputed company compensation reputed company for this position. Actual compensation will vary based on various factors including but not limited to location, experience, and education.  Colleagues in this position are also eligible to participate in an applicable incentive compensation plan.  In reputed company, reputed company provides a reputed company of benefits to colleagues, including health insurance coverage, wellness program, life and disability insurance, retirement savings plan, reputed company leave programs, reputed company holidays and reputed company time off (PTO). reputed company is an Equal Opportunity Employer. Tobacco-Free Hiring reputed company: Visit reputed company's Career Web Site for more details. Note to Agency Recruiters: reputed company will not pay a fee for any placement resulting from the receipt of an unsolicited resume. reputed company unsolicited resumes reputed company to any reputed company colleagues, directly or indirectly, will be considered reputed company property. reputed company agencies must have a reputed company, written and fully executed Master Service Agreement and Statement of Work for consideration. Apply tot his job Apply To this Job