The specialist provides prompt, efficient, and professional service to customers regarding account inquiries, maintenance, and problem resolution. They are responsible for identifying customer needs, promoting bank products, and maintaining accurate call documentation while adhering to banking regulations.
The Senior Account Manager supports outside sales by soliciting and maintaining client relationships while providing competitive premium finance quotes and underwriting. They are responsible for ensuring pricing accuracy, meeting profitability goals, and resolving customer service issues for retail agents and national accounts.
The Wholesale Banking Loan Closer coordinates, prepares, and reviews complex high-dollar commercial loan documentation to ensure accuracy and regulatory compliance. They manage a pipeline of loans, perform due diligence, and act as a liaison between attorneys, vendors, and customers to facilitate timely closings.
The Mortgage Banker is responsible for originating and closing mortgage loans by proactively soliciting business and developing referral sources. They must maintain an active NMLS license, counsel customers on financial products, and oversee the loan process from application to closing.
The Mortgage Wholesale Account Representative is responsible for generating new business by engaging in direct sales activities with mortgage brokers and financial institutions. They also manage the full lifecycle of loan applications, including training partners on regulations, products, and technology interfaces.
Responsible for counseling consumer and commercial customers on banking depository needs and conducting business development calls. Assists with consumer lending, promotes retail lines of business, and leads sales activities to meet monthly goals.
The Account Manager is responsible for prospecting new opportunities and building a database of vendors and end-user customers. They must provide tailored financing solutions to small and mid-size businesses while achieving origination and margin-based objectives.
Drive loan and deposit growth by converting premium finance relationships into commercial lending opportunities for insurance agencies. Structure sophisticated credit solutions and build trusted relationships with agency principals to support long-term growth.
The director will actively prospect and develop new vendor and lessee relationships to grow the equipment leasing segment. They will also drive volume in existing accounts and assist vendor salespeople with leasing sales training.
The Wholesale Banking Loan Closer coordinates and prepares complex commercial loan documentation while ensuring compliance with bank policies and regulations. They manage a large pipeline of loans, facilitate due diligence, and act as a liaison between attorneys, vendors, and customers.
The Commercial Loan Closer coordinates and prepares loan documentation while ensuring compliance with bank policies and federal regulations. They manage a pipeline of loans, perform due diligence, and act as a liaison between loan officers, attorneys, and customers.
Responsible for originating and closing mortgage loans by developing referral sources with realtors, builders, and developers. The role involves counseling customers on eligible products and managing the loan process from application to closing.
Responsible for originating and closing mortgage loans by developing referral sources with realtors, builders, and developers. The role involves counseling customers on financial products and managing the loan process from application to closing.
Responsible for originating and closing mortgage loans by developing referral sources with realtors, builders, and developers. The role involves counseling customers on financial products and managing the loan process from application to closing.
The role is responsible for prospecting and developing new and existing vendor and end-user customer relationships while driving originations and gross margin to stated objectives. This includes collecting and analyzing customer financial information to provide appropriate financing solutions and assisting with financing sales training.
The role is responsible for prospecting and developing new and existing vendor and end-user customer relationships while driving originations and gross margin to stated objectives. This includes analyzing customer financial information to provide appropriate financing solutions and assisting with financing sales training.
