Essential Duties and Responsibilities

• Fields incoming calls from advisors as it relates to securities backed lending and Mortgage products offered by Raymond James Bank.
• 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 Raymond James 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 Raymond James Bank, state, and federal guidelines.
• Performs other duties and responsibilities as assigned.

Knowledge, Skills, and Abilities:

• 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.
• Retail banking experience preferred
• Client services experience preferred
• Associates degree and a minimum of five (5) years of consumer/commercial lending experience.

This is the pay range that Magnit reasonably expects to pay for this position: $29.19/hour - $31.29/hour

Benefits: Medical, Dental, Vision, 401K