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Customer Support

• Maintain and enhance client relationships to assist in meeting organizational and operational objectives
• Provide exceptional client service, training, and ongoing support of Treasury Management products and services
• Assist clients with required support materials for their effective use of Treasury Management services
• Administer client service policies and procedures and achieve client service level standards
• Manage client complaint resolution and escalate complex issues in a timely manner
• Comply with policies, procedures, security requirements, and government regulations

Treasury Management Client Support Specialist

Chief Technology Officer

• Support the functions of a high producing Loan Officer by performing clerical duties, including verifying, compiling, and completing mortgage loan application information
• Facilitate and maintain communication between Loan Officer, client, real estate agents, branch staff, insurance agents, closing agents, and outside vendors to ensure timely processing of the loan file.
• Responsible for managing pipeline schedules and deadline times on all loans. Run pipeline and closed loan summary reports.
• Assist in mailings and other marketing projects.
• Responsible for following up on missing or needed items from borrowers. Enter loan applicant data using processing software. Maintain and update client data base information.
• Responsible for pulling credit reports per Loan Officer requests.
• Maintain comprehensive knowledge of loan programs, procedures, lending guidelines and technological resources.
• Perform various administrative duties as assigned.
• Responsible for complying with policies, procedures, security requirements, and government regulations.

Mortgage Loan Officer Assistant

Producer

• Manage the mortgage lending staff in an assigned region for permanent, single family residential loans for sale in the secondary market and retention in the Bank's portfolio.
• Hire and manage staff.
• Ensure loan sales are profitable and have proper documentation to comply with all Seller's Warranties, as well as CRA/HMDA.
• Interact with loan underwriting, review appraisal, and senior department management.

Treasury Management Client Support Specialist

Mortgage Loan Officer Assistant

VP, Mortgage Production Manager