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Lending Account Specialist (Bilingual - Spanish/English)

icon building Company : Tafs
icon briefcase Job Type : Full Time

Number of Applicants

 : 

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Job Description - Lending Account Specialist (Bilingual - Spanish/English)


The Lending Account Specialist reports to and takes general direction from Underwriting and Lending Manager.

Responsibilities
  • Assists Clients with satisfying requirements for Business Loans.
  • Manages multiple signed accounts throughout the underwriting process.
  • Submits all relevant information on Business Loans opportunities for approval.
  • Coordinates with Underwriting and Lending Manager to determine eligibility of Clients for Business Loans opportunities.
  • Assists Clients with questions regarding pending or existing Business Loans.
  • Collects and reviews all documentation needed to satisfy the conditions of the loans.
  • Preps and sends loan documentation to client after conditions are satisfied.
  • Escalates problematic accounts to Underwriting and Lending Manager.
  • Reviews loan opportunities and identifies client eligibility status
  • Confirms details on business loan requests with clients
  • Drafts loan terms on eligible accounts
  • Completes verifications when required
  • Documents pertinent information upon completion of phone calls
  • Notifies clients of delinquent loans and provides possible solutions
  • Provides responses on business loan requests
  • Discusses loan terms and confirms client acceptance of loan terms
  • Other duties and responsibilities as assigned.

Qualifications:
  • Attention to detail
  • Strong critical thinking skills
  • Excellent communication skills
  • Superb customer service skills
  • Proficiency in Excel
  • Ability to work in a fast-paced environment
  • Math skills

We Bring:
  • $23 Hourly
  • Performance Incentives
  • PTO
  • Health, Dental, and Life Benefits
  • 401K Matching
  • Abundant professional development opportunities at a growing and thriving alternative Finance company! 
Original job Lending Account Specialist (Bilingual - Spanish/English) posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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