Manager, Lending Solutions
Provide a single point of contact for all Charles Schwab clients, employees, and internal partners as they inquire about, apply for, and close on mortgages and/or pledge asset line. Provide consistent communication throughout the entire application, processing, and closing process. Anticipate possible issues in advance and work to address them throughout the loan process. Use sound judgment and relationship skills to resolve complaints and ensure an outstanding client experience. Work with the client, RIA, FC, application processor, and loan underwriter to gather information and ensure smooth loan processing. Work with clients by phone to provide rate quotes, PAL payments, payoffs and basic information on our lending products. Apply technical lending and servicing expertise along with relationship and analytical skills to identify and recommend appropriate lending solutions based on individual client needs and financial situation.
A valid and active FINRA Series 7, 66, and 9/10 is a plus
Extensive bank lending sales experience in serving high net worth and investment Advisor clients with sophisticated lending solution needs
Five or more years of proactive, successful lending origination and pipeline management experience in the financial services industry
Shown ability to meet individual as well as organization service level scores
Presentation skills
MS Word
Pipeline management
Time Management Skills
Client Retention/Account Management
MS Excel skills
Results Oriented
Verbal communication
written communication
Problem-solving and resourcefulness
Flexibility/Adaptability
Good prioritizational skills
Process Oriented
Multi tasker
According to JobzMall, the average salary range for a Manager, Lending Solutions in 2423 E Lincoln Dr, Phoenix, AZ 85016, USA is between $90,000 and $120,000 per year. This salary range will vary depending on the individual's qualifications and experience, as well as the specific requirements of the job.
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Through its operating subsidiaries, The Charles Schwab Corporation (NYSE: SCHW) provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC, www.sipc.org), and affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; compliance and trade monitoring solutions; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services.
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