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Job responsibilities
* Collaborate with Sales, Client, Relationship Managers, and Underwriters to facilitate loan documentation and closing.
* Engage with clients to gather necessary items for closing, managing expectations throughout the process.
* Prepare and dispatch documentation packages, ensuring compliance with credit and asset conditions.
* Assist in researching Sales and PPT tax items, applying critical thinking skills.
* Contribute to projects aimed at improving processes and procedures.
Required qualifications, capabilities, and skills
* Advanced strategic planning capabilities, demonstrated by effective resource allocation decisions.
* Strong critical thinking skills for evaluating various aspects of loan transactions, ensuring informed decision-making.
* Proficiency in time management and organization, with the ability to efficiently manage multiple tasks and projects.
Preferred qualifications, capabilities, and skills
* Experience in a financial services environment, leveraging AI/ML to enhance lending processes and improve decision-making capabilities.
* Strong emotional intelligence and listening skills, fostering a collaborative and productive work environment.
* Proven ability to manage change initiatives, adapting lending services to evolving market conditions and technologies.
* Expertise in driving continuous improvement and process automation to optimize lending workflows and efficiency.
* Ability to use market product knowledge to align lending services with industry trends and client needs.
* Skilled in developing and delivering presentations to effectively communicate insights and updates to stakeholders.
Preferred Qualifications, Capabilities, and Skills
* Expertise in loan origination or a closely related field, with over two years of experience and proficiency in managing and resolving conflicts through collaborative solutions.
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