Special Loan Advisor
Selene Finance LP, Granite Heights, WI, United States
Selene Holdings is a multiple-lines business financial services firm with a mortgage servicing company, a loan diligence company, a title company, an insurance brokerage, and a real estate owned company. We have office locations in Dallas, TX, Jacksonville, FL, and Salt Lake City, UT. Founded in 2007 to address needs in the mortgage industry, Selene strives to provide amazing client and borrower experiences. A positive attitude coupled with proven creative thinking and actions are all attributes we seek in every one of our employees. If you want to make a difference, then Selene is the place for you!
Position Summary The Specialty Loan Advisor (SLA) is responsible for cultivating and maintaining on‑going customer relationships within our Specialty Loan Division primarily focused on a Business Purpose Loan portfolio.
Essential Duties and Responsibilities
Effectively maintain a portfolio of Business Purpose Loans (BPL’s) by providing consistent and optimal support to our external and internal customers with inquiries and needs regarding loan servicing.
Cultivate and maintain on‑going customer relationships by providing an advisory role and approach towards every customer’s unique business needs.
Receive inbound calls, make outbound calls, provide email and text support to clients, attorneys, business administration and other authorized parties on the account to achieve 100% customer satisfaction from daily servicing activities.
Perform moderately complex administrative, transactional, operational and customer support tasks to include, but not limited to, analyzing and fulfilling requests, preparing and/or procuring documentation.
Generate reports and analyze data to determine strategic initiatives needed to maximize customer satisfaction and results.
Ensures compliance with company policies and procedures as well as achieving investor requirements.
Leverage available resources and technologies to serve our clients with operational excellence and accuracy.
Achieve production goals (KPI’s- Key Performance Indicators) set by Management.
Qualifications
Working knowledge of Business Purpose Loans.
Extensive understanding of escrow, escrow analysis, payment histories, billing and 1098 statements.
Expansive knowledge related to cross collateralized servicing, partial lien release.
Comprehensive understanding of property preservation, i.e. code violation resolve, hazard claim resolution.
Excellent attention to detail, strong analytical/resolution skills, and use of sound judgement.
Ability to multi‑task, meet deadlines and stay organized.
Excellent verbal & written professional communication skills.
Ability to work in a team environment and independently.
Strong advisory skills via telephone, email, and other platforms.
Competencies
Adaptability – Adapt to changes in the work environment; manage competing demands; change approach or method to best fit the situation; deal with frequent change delays or unexpected events.
Business Ethics – Treat people with respect, keep commitments, inspire trust, work with integrity and ethically, uphold organizational values.
Communications – Express ideas and thoughts verbally and in written form; exhibit good listening and comprehension; keep others adequately informed; select and use appropriate communication method.
Customer Service – Display courtesy and sensitivity; manage difficult or emotional customer situations; meet commitments; respond promptly to customer needs; solicit customer feedback to improve service.
Dependability – Respond to service requests and assistance; follow instructions and management direction; take responsibility for own actions; commit to doing the best job possible; keep commitments; meet attendance and punctuality guidelines.
Teamwork – Balance team and individual responsibilities; exhibit objectivity and openness to others’ views; give and welcome feedback; contribute to building a positive team spirit; put team success above own interests.
Language Ability – Read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; effectively present information in one‑on‑one and small group situations to customers, clients, and other employees.
Mathematical Ability – Add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; compute rate, ratio, and percent; draw and interpret bar graphs.
Reasoning Ability – Apply common sense to carry out detailed written or oral instructions with minimal supervision; deal with problems involving a few concrete variables in standardized situations.
Education / Experience High school diploma or general education degree (GED) required. Associate/Bachelor’s degree preferred. Two to four years related experience and/or training required. Relationship management preferred with emphasis on excellent customer experience.
Computer Skills Working knowledge of and experience with Microsoft Office (Word, Excel, PowerPoint, OneDrive, Outlook). Previous experience with MSP, Black Knight/LPS and Sagent preferred.
Travel Some travel may be required.
Why Selene? Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:
Benefits
Paid Time Off (PTO)
Medical, Dental & Vision
Employee Assistance Program
Flexible Spending Account
Health Savings Account
Paid Holidays
Company paid Life Insurance
Matching 401(k) Plan
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.
Privacy Policy – Selene (seleneadvantage.com)
#J-18808-Ljbffr
Position Summary The Specialty Loan Advisor (SLA) is responsible for cultivating and maintaining on‑going customer relationships within our Specialty Loan Division primarily focused on a Business Purpose Loan portfolio.
Essential Duties and Responsibilities
Effectively maintain a portfolio of Business Purpose Loans (BPL’s) by providing consistent and optimal support to our external and internal customers with inquiries and needs regarding loan servicing.
Cultivate and maintain on‑going customer relationships by providing an advisory role and approach towards every customer’s unique business needs.
Receive inbound calls, make outbound calls, provide email and text support to clients, attorneys, business administration and other authorized parties on the account to achieve 100% customer satisfaction from daily servicing activities.
Perform moderately complex administrative, transactional, operational and customer support tasks to include, but not limited to, analyzing and fulfilling requests, preparing and/or procuring documentation.
Generate reports and analyze data to determine strategic initiatives needed to maximize customer satisfaction and results.
Ensures compliance with company policies and procedures as well as achieving investor requirements.
Leverage available resources and technologies to serve our clients with operational excellence and accuracy.
Achieve production goals (KPI’s- Key Performance Indicators) set by Management.
Qualifications
Working knowledge of Business Purpose Loans.
Extensive understanding of escrow, escrow analysis, payment histories, billing and 1098 statements.
Expansive knowledge related to cross collateralized servicing, partial lien release.
Comprehensive understanding of property preservation, i.e. code violation resolve, hazard claim resolution.
Excellent attention to detail, strong analytical/resolution skills, and use of sound judgement.
Ability to multi‑task, meet deadlines and stay organized.
Excellent verbal & written professional communication skills.
Ability to work in a team environment and independently.
Strong advisory skills via telephone, email, and other platforms.
Competencies
Adaptability – Adapt to changes in the work environment; manage competing demands; change approach or method to best fit the situation; deal with frequent change delays or unexpected events.
Business Ethics – Treat people with respect, keep commitments, inspire trust, work with integrity and ethically, uphold organizational values.
Communications – Express ideas and thoughts verbally and in written form; exhibit good listening and comprehension; keep others adequately informed; select and use appropriate communication method.
Customer Service – Display courtesy and sensitivity; manage difficult or emotional customer situations; meet commitments; respond promptly to customer needs; solicit customer feedback to improve service.
Dependability – Respond to service requests and assistance; follow instructions and management direction; take responsibility for own actions; commit to doing the best job possible; keep commitments; meet attendance and punctuality guidelines.
Teamwork – Balance team and individual responsibilities; exhibit objectivity and openness to others’ views; give and welcome feedback; contribute to building a positive team spirit; put team success above own interests.
Language Ability – Read and comprehend simple instructions, short correspondence, and memos; write simple correspondence; effectively present information in one‑on‑one and small group situations to customers, clients, and other employees.
Mathematical Ability – Add, subtract, multiply, and divide in all units of measure using whole numbers, common fractions, and decimals; compute rate, ratio, and percent; draw and interpret bar graphs.
Reasoning Ability – Apply common sense to carry out detailed written or oral instructions with minimal supervision; deal with problems involving a few concrete variables in standardized situations.
Education / Experience High school diploma or general education degree (GED) required. Associate/Bachelor’s degree preferred. Two to four years related experience and/or training required. Relationship management preferred with emphasis on excellent customer experience.
Computer Skills Working knowledge of and experience with Microsoft Office (Word, Excel, PowerPoint, OneDrive, Outlook). Previous experience with MSP, Black Knight/LPS and Sagent preferred.
Travel Some travel may be required.
Why Selene? Selene Finance LP is committed to the total wellbeing of its employees and therefore offers one of the best benefits packages available in the industry today, which includes:
Benefits
Paid Time Off (PTO)
Medical, Dental & Vision
Employee Assistance Program
Flexible Spending Account
Health Savings Account
Paid Holidays
Company paid Life Insurance
Matching 401(k) Plan
The job requirements listed above are representative of the knowledge, skills, and/or abilities required. This job description is not an inclusive list of all duties and responsibilities of this position. Incumbents will be required to follow any other job‑related instructions and to perform any other job‑related duties requested by any person authorized to give instructions or assignments. Selene reserves the right to amend and change responsibilities to meet business and organizational needs.
Privacy Policy – Selene (seleneadvantage.com)
#J-18808-Ljbffr