SBL Solutions Specialist

Summary

Leader Bank is a community bank and mortgage lender focused on innovative products, client relationships, and an improved client experience. The SBL Solutions Specialist supports the securities-based lending Solutions Desk by assisting customers and financial representatives, coordinating with Credit Risk and Operations, managing collateral maintenance issues, preparing reporting, and proposing servicing improvements.

Responsibilities

• Understand the full SBL product offering and lifecycle, and help develop related solutions procedures and communications
• Provide day-to-day assistance to customers and financial representatives by coordinating across various departments
• Support the Credit Risk and Operations team by handling issues related to loan applications and existing lines of credit
• Perform outbound communications at the direction of other departments for purposes of obtaining additional client information
• Help with management and resolution of collateral maintenance calls
• Conduct oversight and reporting duties as required, including preparation of any regulatory or management reporting
• Present analysis and proposals around servicing improvements to senior leadership
• Additional responsibilities as needed to support a growing business line

Skills

• • Must be a proactive self-starter, willing to take accountability and support the development and expansion of a fairly new business line
• • Client-centric individual, capable of working in a team environment
• • Strong problem-solving skills and ability to exercise prudent judgment making quick decisions in a fast-paced environment
• • Excellent interpersonal and communication skills
• • Previous experience in a client service role
• Securities-based lending or other financial services experience strongly preferred

Qualifications

Must Haves

• • Must be a proactive self-starter, willing to take accountability and support the development and expansion of a fairly new business line
• • Client-centric individual, capable of working in a team environment
• • Strong problem-solving skills and ability to exercise prudent judgment making quick decisions in a fast-paced environment
• • Excellent interpersonal and communication skills
• • Previous experience in a client service role

Nice to Haves

• securities-based lending or other financial services experience strongly preferred

Benefits

• 401k plan with corporate match
• Medical and dental insurance
• The opportunity to work for a fast growing, local organization
• Annual bonuses
• Commissions
• Short- and long-term incentives
• Program-specific awards
• Health insurance coverage
• A team member wellness program
• Life and disability insurance
• A retirement savings plan
• Paid holidays
• Paid time off and vacation