Lending Product Specialist: SBL & Mortgage Expert

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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