Lending Product Specialist

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

• Associate’s degree required
• 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