Lending Account Specialist (Bilingual - Spanish/English)
Olathe, KS
Full Time
Underwriting
Entry Level
The Lending Account Specialist reports to and takes general direction from Underwriting and Lending Manager.
Responsibilities
Qualifications:
We Bring:
Responsibilities
- Assists Clients with satisfying requirements for Business Loans.
- Manages multiple signed accounts throughout the underwriting process.
- Submits all relevant information on Business Loans opportunities for approval.
- Coordinates with Underwriting and Lending Manager to determine eligibility of Clients for Business Loans opportunities.
- Assists Clients with questions regarding pending or existing Business Loans.
- Collects and reviews all documentation needed to satisfy the conditions of the loans.
- Preps and sends loan documentation to client after conditions are satisfied.
- Escalates problematic accounts to Underwriting and Lending Manager.
- Other duties and responsibilities as assigned.
- Reviews loan opportunities and identifies client eligibility status
- Confirms details on business loan requests with clients
- Drafts loan terms on eligible accounts
- Completes verifications when required
- Documents pertinent information upon completion of phone calls
- Notifies clients of delinquent loans and provides possible solutions
- Provides responses on business loan requests
- Discusses loan terms and confirms client acceptance of loan terms
Qualifications:
- Attention to detail
- Strong critical thinking skills
- Excellent communication skills
- Superb customer service skills
- Proficiency in Excel
- Ability to work in a fast-paced environment
- Math skills
We Bring:
- Competitive Compensation
- Performance Incentives
- PTO
- Health, Dental, and Life Benefits
- 401K Matching
- Abundant professional development opportunities at a growing and thriving alternative Finance company!
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