Credit Solutions Advisor - Welsh Road

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• →Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life plan
• →Builds and deepens relationships with new and existing clients by leveraging the full capabilities of the bank
• →Analyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique priorities
• →Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging
• →Connects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needs
• →Responds to client requests and makes referrals to appropriate internal partners based on client needs
• →Partners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Referral Identification

• Risk Management

• Client Experience Branding

• Credit Documentation Requirements

• Credit and Risk Assessment

• Pipeline Management

• Referral Management

• Attention to Detail

• Collaboration

• Issue Management

• Prospecting

• Relationship Building