Digital Consumer Lending Spec

Responsibilities

• Develop and grow client and prospective client relationship
• Builds strong relationships with clients by understanding their complete financial profile and making recommendations for additional products and services that will help the client and grow the relationship
• Consistently identifies product and service referrals across all bank business lines which benefit our clients ensuring a warm handoff to the appropriate partner
• Achieve Sales And Service Targets
• Demonstrates a strong support and focus on the goals of the Solution Center and directs efforts towards meeting them
• Displays the highest level of knowledge and expertise in consumer lending through completing and processing lending applications which includes understanding underwriting needs of complex consumer lending products
• Supports the Solution Center service level goals through balancing loan inquiries (leads), loan applications, and fielding client chats and calls in queues as assigned
• Operations Oversight
• Acquires and maintains knowledge of all regulatory, compliance and company policies and procedures
• Attends and completes required compliance training
• Performs job responsibilities following all regulatory, compliance and company/Old National Bank policies and procedures
• Consistently delivers on call evaluation metrics aligned with providing a superior client experience and displaying highest level of knowledge and expertise in consumer lending
• Collaborates with the Solution Center team by sharing success stories and ideas, tips and coaching that could improve the effectiveness of each Specialist
• Develops strong relationships and partnerships with banking center bankers and operational teams
• Performs account maintenance requested by clients and management within specified authority
• Maintains attendance and scheduling requirements for required shirts including Saturday rotations
• Performs other duties as assigned

Qualifications And Education Requirements

• Bachelor’s degree in business and/or finance preferred or equivalent work experience
• Minimum of 2 to 3 years consumer lending experience
• Call center experience
• 3 to 5 years of banking experience preferred
• Ability to cross-sell new and existing bank products and services while providing a superior customer experience through relationship banking
• NMLS required
• Proficiency with Microsoft products and Bank software products