Manages a book of 400+ clients in the $2-10MM segment through virtual outbound calling and relationship management.
Identifies customer needs and presents the full range of PNC products and services to grow share of wallet.
Leverages technology and sales tools to drive new opportunities, manage risk, and maintain accountability in a monitored environment.
PNC is a financial services company offering a range of banking and lending solutions. With nearly 160 years of history, they employ a large workforce and foster an inclusive culture where employees are respected and valued.
Build analytics and procedures to monitor credit performance and protect Thrive’s bottom line.
Produce reporting and dashboards that communicate credit risk trends to stakeholders.
Monitor credit underwriting models and leverage AI/automation for more efficient insights.
Thrive Financial is a mission-driven fintech focused on enabling responsible, accessible financing. The company is in high growth mode and offers a fully remote, collaborative environment.
Serve as the primary point of contact for an assigned portfolio of servicing clients, investors, and business partners.
Build and maintain strong client relationships through proactive communication, operational support, and strategic partnership.
Partner with internal servicing teams to ensure timely and accurate execution of servicing obligations and portfolio deliverables.
Zippy aims to simplify the manufactured home loan process through an online platform. They are a remote-first team headquartered in Dallas, TX, and offer competitive pay, stock options, and excellent benefits, backed by institutional investors.
Service customers through the digital account opening channel.
Review and process consumer applications, determining approval or denial.
Provide support to customers and internal team members via phone, email, and chat.
SouthState is a financial institution that helps customers move forward with personal relationships and forward-thinking solutions. They are known for recognizing individual contributions, cultivating potential, and inspiring team members to achieve their greater purpose.