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Develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Main... view job details

Develops and manages banking relationships with small business customers to acquire new business, sell financial products and services and grow the portfolio. Prospects for new customers, upsell opportunities, and referrals. Develops and maintains strong relationships with referral sources. Engages with existing customers to understand their financial needs and provide suggestions for products and services that benefit small businesses throughout the business cycle. Serves as point of contact and advocates for customers to answer questions, resolve issues, and provide product information. Main... view job details

Reviews all submitted material and prepares closing documents for mortgage loans. Maintains loan files and verifies information is correct, accurate, and complete. Gathers missing information as needed and acquires necessary signatures. Performs final closing calculations and coordinates the closing of loans and disbursement of loan funds. Ensures all documents are sent to appropriate departments and are in compliance with all regulations. Requires a high school diploma. Typically reports to a supervisor. Works under moderate supervision. Gaining or has attained full proficiency in a specific ... view job details

Handle questions of many types from customers with the ability to direct the customer to the appropriate resource for resolution. Management and updating of customer contact databases. Handle mailings to borrowers, realtors, settlement agents and other customers. view job details

Communicate with escrow/title companies, brokers and other parties to obtain copies of fees and charges, and ensure regulatory requirements are met per the closed loan file requirements. Calculate funding to ensure accuracy of disbursements. Follows loan checklist order as conditions are signed off and new information is received. view job details

Monitors the open commitments to ensure that the trades are settling as per the terms of the trade. Maintains client relationships with correspondent sellers. Assists in the development of additional mandatory programs such as forward commitments, direct trade, or implementing new mandatory products. view job details