Job Description

GENERAL PURPOSE:

The Client Relations Specialist is responsible for ensuring loans are processed and funded in a timely and efficient manner using various systems and tracking tools.  The Client Relations Specialist is dedicated to providing excellent customer service and maintaining a constructive, on-going relationship with the client.  This position coordinates with all of the team members in the operations group as well as with customer-facing team members in other locations and divisions of the company. 

ROLE QUALIFICATIONS:

• Bachelor’s degree in business or finance with 2 years of work experience or 5 years of experience in the financial services and/or real estate industry. 
• Experience in leading/managing transaction teams and customer interactions.
• In-depth knowledge of the loan closing process.
• Excellent computer skills and proficient in excel, word, outlook, and Salesforce.
• Excellent interpersonal skills with a collaborative working style.
• A demonstrated commitment to high professional ethical standards.

POSITION RESPONSIBILITIES:

• Serves as a primary point of contact with borrowers and builds lasting relationships.
• Reviews loan file to verify procedures per guidelines.
• Manages the operations team to ensure efficient, seamless onboarding, underwriting, and closing processes.
• Handles multiple loans and customer relationships simultaneously.
• Coordinates with Originations and Credit teams throughout the on-boarding, underwriting, and closing processes.
• Works with borrowers to ensure all proper documentation is obtained to complete the loan process.
• Review funding packages for accuracy before submission to the treasury for funding.
• Actively monitors borrower’s line of credit utilization to ensure maximum utilization. 
• Exceeds customer expectations by providing the highest level of customer service.
• Reviews and updates policy procedures as needed.
• Assists in the training of new team members.

ESSENTIAL SKILLS AND EXPERIENCE:

Successful behaviors will include:

• Positive and constructive client-facing attitude with the ability to build effective and lasting client relationships.
• Strong ability to effectively manage and drive results in loan closing teams.
• Strong problem solving and/or analytical skills.
• Exceptional organizational skills with attention to detail.
• Ability to prioritize tasks with excellent time management skills.
• Ability to communicate effectively with borrowers and co-workers across multiple departments.
• Excellent written and verbal communication skills.
• Motivated, self-starter.
• Proven strategic agility and stretch; can easily assume wider and more complex tasks and initiatives in a dynamic and evolving industry and organization.
• Open to direction and collaborative work style.
• High comfort level working in a diverse environment.

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