Middle Market Lending Specialist jobs in Baton Rouge, LA
Middle Market Lending Specialist supports middle market lending activities with administrative, analytical, and client support activities. Collects and reviews middle market loan development information and prepares required analysis and documentation. Being a Middle Market Lending Specialist establishes good client relationships and potential for future referrals or cross-sell opportunities by responding to requests for information, answering questions about products, and coordinating other service resources. Performs loan portfolio tracking and generates reports to measure compliance with lending terms and policies. Additionally, Middle Market Lending Specialist keeps abreast of lending products, services, and policies. Typically requires a bachelor's degree. Typically reports to a manager. The Middle Market Lending Specialist occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Middle Market Lending Specialist typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)
Recently Added Middle Market Lending Specialist jobs
Lending Sales Specialist
- Neighbors FCU
-
Baton Rouge, LA
FULL_TIME
-
POSITION SUMMARYResponsible for correctly and promptly taking all direct side loan applications via phone and web. Attempt to retain existing members and acquire new members by developing personalized banking relationships and by offering superior service and lending expertise. Support a sales and service culture by consistently, effectively, and efficiently offering credit union lending products along with ancillary products.
ESSENTIAL FUNCTIONS- Assure that proper loan information is collected to maintain acceptable credit standards and to conform to credit union policy.
- Maintain monthly referral and sales requirements.
- Responsible for the ingesting and preparing all consumer loan applications for both members and non-members via phone and web.
- Review submitted applications for proper structure, possible additional sales opportunities, and prepare for submittal to the underwriter.
- Review loan applications with the applicant and coach on proper credit building along with answering any other lending questions applicants may have.
- Responsible for retaining existing members and acquiring new members through an active inbound/outbound call campaign, portfolio management, developing personalized banking relationships and by offering superior member service and products.
- Proactively promote and sell credit union products and services by capitalizing on cross-selling opportunities found within the application process.
- Establish and expand current relationships with members by determining additional product and services needs for the member.
- Maintain monthly participation goals including but not limited to the following: Credit Life & Credit Disability, Vehicle Service Contracts, and GAP.
- Quote tax, title, license, and Wildlife and Fisheries fees as needed.
- Be able to use multiple systems and websites proficiently and correctly.
- Utilize the lending origination system (LOS) as suggested. Assist in testing the LOS if requested by management, give requests and ideas for enhancements within the LOS.
- Collect all required documentation from members in a timely manner and make certain that all information in the application is correct and ready for funding.
- Work closely with both the underwriters and funders along with the other areas in the Lending Call Center in a professional and efficient manner.
- Counsel members on current financial situation and credit worthiness when applicable.
- Educate and promote the use of multiple delivery channels for member convenience and Protection Solution packages.
- Provide assistance with inbound/outbound sales and service calls into the Call Center as well into the branches when needed.
- Respond to member inquiries and requests regarding loans.
- Maintain knowledge of and comply with the Bank Secrecy Act as it relates to this position.
- Perform other duties as required or assigned by management.
KNOWLEDGE, SKILLS AND ABILITIES- Ability to read and write.
- Ability to deal with numbers effectively; proficient math knowledge.
- Ability to provide courteous and professional service to members.
- Ability to work effectively with people at all levels.
- Ability to effectively and efficiently communicate orally, in writing, and by phone.
- Ability to analyze situations related to position and make sound decisions.
- Ability to learn, apply, and communicate knowledge of credit union products, services, and procedures.
- Ability to learn, apply, and communicate credit union collection policies and procedures.
- Ability to input and retrieve data from computer.
- Ability to use a calculator.
- Ability to type accurately.
- Ability to use and learn office machines (i.e., copier, fax, terminals).
- Ability to obtain and maintain an NMLS ID.
- Ability to obtain and maintain a Louisiana credit license.
TRAINING AND EXPERIENCE
High school diploma or equivalent required. One to two years financial services experience (preferably in a call center environment or retail sales) and/or training; or equivalent combination of education and experience.
Salary: $30,000 base incentives
FLSA Status: Non-Exempt
Reports to: AVP Lending Call Center
Location: Perkins Branch - 3 Days Ago
Consumer Lending Sales Specialist - Part Time
- Advance America
-
Zachary, LA
PART_TIME
- Address: 5647 Main St., Ste. B, Zachary, Louisiana, United States - 70791 Purpose Financial, Inc. is an innovative consumer financial services company that offers a diverse suite of credit products, p...
- 22 Days Ago
Consumer and Indirect Lending Manager
- Impact Solutions Inc
-
Baton Rouge, LA
FULL_TIME
- Our client is looking for an energetic and career-driven professional looking for an opportunity to join their team as a Consumer and Indirect Lending Manager, responsible for organizing, planning and...
- 1 Day Ago
Market Manager
- GX Louisiana
-
Baton Rouge, LA
FULL_TIME
- Description Summary: The Market Manager reports to the Chief Operating Officer. The Market Manager is responsible for the overalloperation of their assigned area. This includes sales, administrative d...
- 21 Days Ago
Market Manager
- Gerber Collision & Glass
-
Baton Rouge, LA
FULL_TIME
- Company: Gerber Collision & Glass WELCOME TO GERBER COLLISION & GLASS Our Team Members Drive Us! Gerber Collision & Glass is one of the largest collision repair companies in North America. With $2 bil...
- 24 Days Ago
Deli Associate
- Benedetto's Market
-
Addis, LA
FULL_TIME
- Responsibilities include but are not limited to: Helping customers Serving customers in both hot & cold deli Slicing cold cuts Preparing trays for catering orders Baking store goods Maintaining freeze...
- 7 Days Ago
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0 Middle Market Lending Specialist jobs found in Baton Rouge, LA area
Financial Representative
- Modern Woodmen of America
-
Baton Rouge, LA
- The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
- 4/18/2024 12:00:00 AM
Advisor, Deal Management
- Cardinal Health
-
Baton Rouge, LA
- **_What does Deal Management bring to Cardinal Health_** Revenue Management is responsible for developing, communicating...
- 4/18/2024 12:00:00 AM
Medicaid Deputy Director (Chief Financial Officer)
- State of Louisiana
-
Baton Rouge, LA
- Supplemental Information The Louisiana Department of Health is dedicated to fulfilling its mission through direct provis...
- 4/18/2024 12:00:00 AM
Financial Advisor
- Brian Low Financial Group
-
Baton Rouge, LA
- Financial Advisor Are you looking to expand your career and be part of a successful team? Are you driven, self-motivated...
- 4/18/2024 12:00:00 AM
Financial Advisor
- Prudential Financial
-
Baton Rouge, LA
- We are looking for Experienced Advisors to join our Team at Southern Financial Group! You've built a successful practice...
- 4/17/2024 12:00:00 AM
Experienced Financial Advisor
- Cetera Financial Group
-
Baton Rouge, LA
- Help your clients follow their dreams, while you create a stronger future for yourself as a financial representative wit...
- 4/17/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - (Temp NTE 1 Year, MBE, MBMP) 12 MONTH ROSTER (AMENDED)
- Department Of The Treasury
-
Baton Rouge, LA
- Duties WHAT IS THE SMALL BUSINESS/SELF EMPLOYED (SB/SE)DIVISION? A description of the business units can be found at: ht...
- 4/16/2024 12:00:00 AM
Internal Revenue Agent (Examiner) - 12 MONTH ROSTER
- Department Of The Treasury
-
Baton Rouge, LA
- Duties WHAT IS THE SMALL BUSINESS/SELF-EMPLOYED (SB/SE) DIVISION? A description of the business units can be found at: h...
- 4/16/2024 12:00:00 AM
About Baton Rouge, Louisiana
Baton Rouge (/ˌbætən ˈruːʒ/ BAT-ən ROOZH; from French bâton rouge [bɑtɔ̃ ʁuʒ] (listen), meaning 'red stick') is the capital of the U.S. state of Louisiana. Located on the eastern bank of the Mississippi River, it is the parish seat of East Baton Rouge Parish, the most populous parish in Louisiana. It is the 99th most populous city in the United States, and second-largest city in Louisiana after New Orleans. It is also the 16th most populous state capital. As of the U.S. Census Bureau's July 2017 estimate, Baton Rouge had a population of 227,549, down from 229,493 at the 2010 census. Baton Rou...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Middle Market Lending Specialist jobs
$53,107 to $65,331
Baton Rouge, Louisiana area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Middle Market Lending Specialist do?
Middle Market Lending Specialist in Austin, TX
Based on our compensation data, the estimated salary potential for Middle Market Lending Specialist will increase 16 % over 5 years.
January 12, 2020