Lending Product Specialist
Phyton Talent Advisors, St. Petersburg, FL, United States
Our client, a leading financial services firm, is seeking a Lending Specialist to support Securities Based Lending and Mortgage products. This individual will play a key role in delivering exceptional service to Financial Advisors and internal partners while supporting loan inquiries, processes, and platform engagement.
Responsibilities
Field inbound calls from Financial Advisors regarding securities based lending and mortgage products
Serve as a primary point of contact for new and existing loan inquiries from advisors and branch support staff
Provide guidance on basic loan structures and available lending options
Route complex inquiries to Senior SBL Consultants, SBL Consultants, or Mortgage Consultants as appropriate
Deliver a high level of service aligned with a “Service First” client experience philosophy
Assist in evaluating common call trends to identify opportunities for branch education and process improvement
Maintain working knowledge of lending platforms, including SBL application tools and mortgage systems such as Blend
Support the onboarding process by ensuring proper use of required forms and documentation
Manage and respond to a shared inbox handling general product inquiries and loan requests
Promote awareness and adoption of enhancements across lending platforms
Identify opportunities to improve team productivity and operational efficiency
Ensure compliance with internal policies as well as state and federal regulatory requirements
Collaborate effectively with internal teams and stakeholders across the organization
Perform additional duties as assigned
Requirements
Minimum of 5 years of experience in consumer and/or commercial lending
Experience handling inbound phone calls in a professional environment
Strong client service orientation with the ability to build relationships and provide solutions
Excellent communication skills, both written and verbal
Strong critical thinking and problem solving abilities
High attention to detail with strong organizational skills
Proficiency with standard office tools and banking-related systems
Retail banking and/or client services experience preferred
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Responsibilities
Field inbound calls from Financial Advisors regarding securities based lending and mortgage products
Serve as a primary point of contact for new and existing loan inquiries from advisors and branch support staff
Provide guidance on basic loan structures and available lending options
Route complex inquiries to Senior SBL Consultants, SBL Consultants, or Mortgage Consultants as appropriate
Deliver a high level of service aligned with a “Service First” client experience philosophy
Assist in evaluating common call trends to identify opportunities for branch education and process improvement
Maintain working knowledge of lending platforms, including SBL application tools and mortgage systems such as Blend
Support the onboarding process by ensuring proper use of required forms and documentation
Manage and respond to a shared inbox handling general product inquiries and loan requests
Promote awareness and adoption of enhancements across lending platforms
Identify opportunities to improve team productivity and operational efficiency
Ensure compliance with internal policies as well as state and federal regulatory requirements
Collaborate effectively with internal teams and stakeholders across the organization
Perform additional duties as assigned
Requirements
Minimum of 5 years of experience in consumer and/or commercial lending
Experience handling inbound phone calls in a professional environment
Strong client service orientation with the ability to build relationships and provide solutions
Excellent communication skills, both written and verbal
Strong critical thinking and problem solving abilities
High attention to detail with strong organizational skills
Proficiency with standard office tools and banking-related systems
Retail banking and/or client services experience preferred
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