Contributes to the mortgage loan process by being a key contact for both borrowers and internal partners within Summit Funding to manage a pipeline of loans from contract to close. Responsible for receiving loan applications, obtaining credit information for applicants, and collecting all needed documentation for loans. Documentation includes Verifications of Deposit (VOD), Verifications of Employment (VOE), appraisal, title, etc. Answers borrower questions and verifies loans are complete.
Develop the banking strategy for assigned bank Treasury Management products and services, providing marketing oversight and support to Commercial and Business Banking teams. Accountable for the strategy development and also recommending new product features and services for the purpose of growing customer adoption/use of product and services. Performs role of product advocate on cross-functional teams, presenting new product proposals and/or enhancements that support achievement of revenue and profit objectives.
Oversee a team responsible for performing multiple functions related to commercial loan documentation. Provide direction, guidance, and coaching to staff. Responsible for integrity of loan documentation for all commercial loan types as related to commercial real estate, UCC secured, lines of credit, letters of credit, aircraft, preferred mortgages, SWAP, SBA 7a, SBA Express & SBA 504’s with regards to new loans, renewals, extensions, and modifications.
Manage a team of individual contributors and managers that are key cross functional players to Mercury’s product, legal, compliance, and finance teams and build out Mercury’s network of potential partners. Be the internal expert on the fintech partner ecosystem and build our knowledge base on how this system works. Clearly communicate the compliance, regulatory, and technical products of Mercury accurately in order to liaison between product teams and win over external partners.
Respond to transaction limit request increases, make risk decisions on queued payments, and leverage your general risk knowledge to escalate unusual or high risk behavior to relevant teams. Provide great user experiences to Mercury users while making highly efficient and high quality risk assessments. You will report directly to the Risk User Experience Manager and will be supported by a highly functional Risk team.