Special Loans Advisor

Full Potential Solutions • Jacksonville, FL

3d

About The Position

The Specialty Loan Advisor (SLA) is responsible for cultivating and maintaining customer relationships within our Specialty Loan Division, with a primary focus on the Business Purpose Loan portfolio.

Requirements

• Working knowledge of Business Purpose Loans
• Extensive understanding of escrow, escrow analysis, payment histories, billing, and 1098 statements
• Expansive knowledge related to cross-collateralized servicing, partial lien release
• Comprehensive understanding of property preservation, i.e., code violation resolution, hazard claim resolution
• Excellent attention to detail, strong analytical/resolution skills, and use of sound judgement
• Ability to multitask, meet deadlines, and stay organized
• Excellent verbal & written professional communication skills
• Ability to work in a team environment and independently
• Strong advisory skills via telephone, email, and other various platforms
• The qualified candidate must possess 3-5 years of direct or related experience in each of the following:

Responsibilities

• Effectively maintain a portfolio of Business Purpose Loans (BPL’s) by providing consistent and optimal support to our external and internal customers with inquiries and needs regarding loan servicing.
• Cultivate and maintain ongoing customer relationships by providing an advisory role and approach towards every customer’s unique business needs.
• Receive inbound calls, make outbound calls, provide email and text support to clients, attorneys, business administration, and other authorized parties on the account to achieve 100% customer satisfaction from daily servicing activities.
• Perform moderately complex administrative, transactional, operational, and customer support tasks including, but not limited to, analyzing and fulfilling requests, preparing and/or procuring documentation.
• Generate reports and analyze data to determine strategic initiatives needed to maximize customer satisfaction and results.
• Ensures compliance with company policies and procedures as well as achieving investor requirements.
• Leverage available resources and technologies to serve our clients with operational excellence and accuracy
• Achieve production goals (KPI’s- Key Performance Indicators) set by Management.

Benefits

• lucrative compensation program
• medical, dental, and vision benefits
• opportunity for high-potential career growth with a fast-growing company

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed