Manages the end-to-end process in Practice Solutions by packaging transactions for underwriting and providing specialized financing solutions to select small business owners
Builds and deepens relationships based on the client's financial needs and goals
Delivers an exceptional client experience by focusing on helping clients build, grow, and expand their business
Interacts with multiple departments to support client in closing of the loans
Responsible for managing backlog of prospecting clients
Required Qualifications:
Strong decision‐making skills and problem‐solving skills
Excellent oral and written communication skills
Proficient with PC applications
Self-motivated and results oriented with excellent organizational skills
Desired Qualifications:
Proven experience working in a fast‐paced environment as part of a larger team
Proven experience developing rapport with clients, colleagues and other business partners
Demonstrated ability to analyze issues and develop solutions