Job Description

****** No C2C or third-party candidates please. ******

Job Title: Lending Product Consultant

Laptop provided

Fully on-site role - St. Petersburg, FL 33716

8:30 AM- 5:30 PM (Monday-Friday)

12+ months contract

Rate: $30/hr. W-2

Job Description:

· Fields incoming calls from advisors as it relates to securities-backed lending and Mortgage products offered by client.

· Assists in evaluation of common call requests to help improve branch education opportunities.

· Interacts professionally with associates and Financial Advisors to provide professional client service upholding the Service 1st philosophy.

· Serves as point of contact for general information regarding new and existing loan inquiries from the Financial Advisor or branch support staff

· Advises on basic loan structures when appropriate.

· Provides guidance on lending options and directs to the Senior SBL Consultant or SBL Consultant or Mortgage Consultant, as necessary.

· Builds excitement around enhancements to our Securities Based Lending and Mortgage platforms.

· Maintains knowledge of bank forms and processes needed to start a new Securities Based Lending application (through the SBL Application or Amendment tools) or Mortgage (through Blend).

· Identifies opportunities to enhance productivity within the Securities Based Lending team.

· Maintains a shared inbox that includes requests regarding general SBL and Mortgage product information and new and existing loan inquiries. Responds directly to branch requests while including the Senior SBL Consultant, SBL Consultant, or Mortgage Consultants, as necessary.

· Ensures compliance with bank’s state and federal guidelines.

· Performs other duties and responsibilities as assigned.

Skills:

· Critical thinking, problem solving and creativity.

· Providing a high level of service in the spirit of Raymond James' Service 1st commitment.

· Organizational skills including a high level of accuracy and attention to detail.

· Effective oral and written communications to convey high level detail on bank lending products and processes.

· Operating standard office equipment and using required software applications.

Education:

· Associates degree

Requirements:

• Minimum of five (5) years of consumer/commercial lending experience
• Must have experience with inbound phone calls (call center environment)
• Retail banking experience preferred
• Client services experience preferred

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