Job description
The Concierge Banking Consultant provides "White Glove" Service, Solutions and Fulfillment for direct and assigned referrals of Concierge Level Customers. Coordinates all projects and business initiatives. Works with referrals from Executive, Sr. Management, Commercial Lenders, Retail Market Managers, Business Lines and Affiliates within Valley.
Responsibilities include, but are not limited to:
- Manages the loan client relationships and lending inquiries for Concierge Borrowers. Assures loan applications, approvals and closings meet or exceed timing expectations. Primary Contact for life of loan and relationship.
- Handles complex loan inquiries for all Valley Departments and Markets and assists the Concierge Banking Manager and Market/Regional President with assigned relationships.
- Analyzes and reviews loan documents to ensure completeness and makes loan product, pricing and structure determination.
- Represent the Bank with borrowers, borrower's representatives, consultants, attorneys, and title companies by attending loan closings as needed to ensure loans are properly closed and documented.
- Works with assigned clients and loans to resolve issues that may arise with documentation, exceptions or funding's to ensure loans followpolicy guidelines, documentation, and exception parameters.
- Communicates with external entities (i.e. clients, Attorneys, Appraisers, Title Companies, etc.) on behalf of Valley.
- Communicates with internal partners to assess scenario and establish expectations.
- Create recommended solutions and proposed terms with appropriate discounts, and service level commitment.
Required Skills:
- Highly fluent and transactional for Mortgage, Home Equity and Consumer Loan Origination.
- Knowledgeable, polished and confident manner to interact appropriately with business owners and executives.
- Requires high degree of organization, time management and proficiency in handling Concierge clientele to provide exceptional service levels, solutions, follow up, and communication.
- Must be a subject matter expert on Valley Consumer Lending Programs with a depth of knowledge and awareness of Valley's referral partners and solutions.
- Customer service expert motivated to exceed referral source and Concierge clientele expectations.
Required Experience:
- High School Diploma or GED and a minimum of 5 years of retail mortgage origination experience.
- NMLS Registration in good standing.
- Bachelor's Degree in Business with a minimum of 3 years of mortgage origination experience preferred.
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