Specialty Loan Advisor
Location: Coppell, TX (fully onsite)
Schedule: Monday - Friday 8-5, Rotating Saturday 1/2 shifts
Pay: $27-29/hr (eligible for bonuses after 6 months)
Contract: 6-month Contract-to-hire (W2)
About this role:
Calculated Hire is seeking a Specialty Loan Advisor, to assist commercial borrowers (companies, landlords, LLCs, etc.) with their Business Purpose Loan questions.
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 include the following:
- 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:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skills, and/or abilities required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The qualified candidate must possess 3-5 years of direct or related experience in each of the following:
- 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 various platforms