Centralized Lending Specialist

4 weeks ago

Chandler, Arizona, United States Bank of America Full time

About the Role:

This position is responsible for providing exceptional client care and assisting new and existing clients with determining the best solution for financing the purchase of a home, refinancing an existing mortgage, or obtaining a new home equity line of credit.

Key Responsibilities:

  • Provides exceptional client care and answers inbound calls to assist clients with determining the best solution for their financial needs.
  • Utilizes multiple technology systems to assist customers and referral partners.
  • Leverages defined lending processes and policies to meet guidelines and manage risks.
  • Communicates consistently with clients and business partners through outbound calls, email, and online messaging systems throughout the origination and restructure process.
  • Identifies opportunities through conversations with clients to recommend the bank's products through partner referrals as part of one team that delivers exceptional client care.

Requirements:

  • Has 1+ year sales, mortgage, or contact center experience.
  • Has a strong relationship-deepening and client care mentality.
  • Actively listens to the client to determine their needs and goals and has a desire to interact with clients proactively.
  • Has an ability to assess client needs and suggest/promote alternative products or services.
  • Has ability to learn all platform systems utilized within the environment and/or aptitude in system technologies.
  • Has effective customer service skills with ability to manage the full client end-to-end origination experience and problem resolution at key points in lending process.
  • Has an ability to work under pressure during high volumes.
  • Has an ability to build and maintain positive rapport with service partners.
  • Can prioritize multiple competing tasks.
  • Has adaptability and is flexible to change.
  • Is a strong communicator, written, oral, and non-verbal.
  • Demonstrates solid sales production over a sustained time frame.
  • Can be flexible to work weekends and/or extended hours as needed.
  • Communicates professionally, effectively, and confidently and is comfortable engaging all clients over the phone.
  • Has an ability to handle multiple lines of business and models to support changing business needs.
  • Independently works with other business partners to expedite post-sale issues or problem resolution.
  • Has the ability to effectively balance performance, operational risk, and client relationship care.
  • Demonstrates a commitment to professional ethic and is thorough and thoughtful in incorporating relevant regulatory due diligence as well as complying with all Federal and State Compliance policies.

Preferred Qualifications:

  • Has knowledge of loan products (Conventional, Jumbo, and Government).
  • Can analyze financial and credit data to advise clients of product/pricing policies and guidelines and gather any additional required information.
  • Familiarity with FHA and HUD guidelines.
  • Knowledge of processing underwriting and/or closing procedures/federal lending regulations governing real estate lending.
  • The ability to analyze and comprehend complex financial data and provide financial alternatives.
  • Strong consultative skills including the ability to ask critical questions to identify opportunities.

Shift: 1st shift (United States of America)

Hours Per Week: 40

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