VP, Business Lending & Solutions Architect

Newtekone; United States; On-site; USD 65,000 - 90,000; Full time

Job summary

NewtekOne is seeking a VP, Business Loan Specialist to provide exceptional service to clients throughout the lending process. This role involves assisting customers with loan applications, maintaining strong client relationships, and ensuring timely progress through the lending steps.

The ideal candidate will possess strong customer service skills, a Bachelor's degree in Finance or Business, and a sales-oriented mindset to cross-sell Newtek's products and services effectively.

Qualifications

• 1-4 years of customer service experience is preferred.
• Ability to multi-task and handle multiple applications is essential.
• Excellent follow-up and problem-solving abilities are required.

Responsibilities

• Assist customers with loan applications through the online application system.
• Maintain communication with applicants regarding their application status.
• Cross-sell additional products and services during customer interactions.

Skills

Intermediate computer and phone skills

Proficient in Microsoft Office

Excellent attention to detail

Excellent time management skills

Strong listening skills

Self-motivated teamwork attitude

Sales or Lending experience

Understanding financial reports

Customer service experience

Education

Bachelor's degree in Finance, Business or related field

Job description

NewtekOne is seeking a VP, Business Loan Specialist to provide exceptional service to clients throughout the lending process. This role involves assisting customers with loan applications, maintaining strong client relationships, and ensuring timely progress through the lending steps.

The ideal candidate will possess strong customer service skills, a Bachelor's degree in Finance or Business, and a sales-oriented mindset to cross-sell Newtek's products and services effectively.