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Wells Fargo Commercial Mortgage Loan & Securities Finance Relationship M... United States, New York, New York
Develop and maintain important client relationships. Responsible for managing new and existing portfolios of mortgage loans on commercial real estate assets, performing risk analysis and credit assessments of sponsors. Liaise...
Administration:Perform general administrative activities including screening calls as the first point of contact, direct inquiries and determine proper course of action, correspond with external songwriters, clients, and business partners, ,...
Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution. Evaluate and upload data into the systems of record to ensure...
Coaches and mentors the branch team by providing training on products and services. Works together with bankers, meets with their customers and introduces new clients to bankers for additional products...
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
Work within a contact center environment to execute and confirm routine securities transactions initiated by customers. Provide quality customer service addressing issues, trading strategies, market terminology and account status. Identify...
Provide high-level executive support to CEO and two senior-level executives with attention to detail, planning and follow-up. Manage multiple complex calendars for executives including scheduling internal and external meetings. Facilitating...
Develop and maintain important client relationships. Responsible for managing new and existing portfolios of mortgage loans on commercial real estate assets, performing risk analysis and credit assessments of sponsors. Liaise...
The loan assistant is a vital role in the tech industry, providing the necessary expertise and service needed to assist customers with their loan-related queries and needs. At Expoint, our loan assistants work hand in hand with customers to ensure a simple transition and to help them with all of their questions and concerns.
A loan assistant at Expoint should be a team player with a positive attitude, excellent customer service skills, and the ability to manage multiple objectives efficiently. The ideal candidate should be highly organized, possess exceptional communication skills, and be able to easily build relationships with a diverse range of customers.
On a day-to-day basis, Expoint loan assistants are responsible for responding quickly and accurately to customer loan queries and requests. This includes actively managing and resolving any customer inquiries and related issues in a timely manner, as well as ensuring updated information is given to customers at all times. Loan assistants must maintain a thorough knowledge of loan products and services, and be able to explain them in a way that customers can easily understand. They must also keep up-to-date with new and existing loan products and professional standards.
Expoint focuses on providing efficient and courteous service to all customers, so the loan assistant role requires someone who is detail-oriented and takes initiative to ensure customers have the best experience. The right candidate will be approachable and eager to learn, allowing them to provide an unparalleled level of service and exceed customer expectations.
We understand the importance of this role in the tech industry and provide comprehensive benefits, including a generous salary and access to continuing professional development to ensure our loan assistants remain at the top of their game.