Lending Solutions Specialist (SBL & Mortgage)

SGS Technologies, we are a software development and staffing company that doesn’t simply talk services – we accomplish them. With two decades of experience, we use a combination of latest technological knowledge, future-driven ideas, and specialized skills for multiple forms of IT requirements. SGS has served numerous clients nationwide in various industries and we want you to be a part of that growth and opportunity! Job Description: Fully on-site role RJ Bank 710 Carillon Parkway St. Petersburg, FL 33716 8:30 AM- 5:30 PM Temporary opportunity Laptop provided: Fields incoming calls from advisors as it relates to securities backed lending and Mortgage products offered by Raymond James Bank. Assists in evaluation of common call requests to help improve branch education opportunities. Interacts professionally with associates and Financial Advisors to provide professional client service upholding the Service 1st philosophy. Serves as point of contact for general information regarding new and existing loan inquiries from the Financial Advisor or branch support staff Advises on basic loan structures when appropriate. Provides guidance on lending options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant, as necessary. Builds excitement around enhancements to our Securities Based Lending and Mortgage platforms. Maintains knowledge of Raymond James Bank forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend). Identifies opportunities to enhance productivity within the Securities Based Lending team. Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries. Responds directly to branch requests while including theSenior SBL Consultant, SBL Consultant, or Mortgage Consultants as necessary. Ensures compliance with Raymond James Bank, state, and federal guidelines. Performs other duties and responsibilities as assigned. Critical thinking, problem solving and creativity. Providing a high level of service in the spirit of Raymond James’ Service 1st commitment. Organizational skills including a high level of accuracy and attention to detail. Effective oral and written communications to convey high level detail on bank lending products and processes. Operating standard office equipment and using required software applications. Must have experience with inbound phone calls Retail banking experience preferred Client services experience preferred Educations: Associates degree and a minimum of five (5) years of consumer/commercial lending experience.

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