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Boca Raton

    Vice President, Client Experience Officer - Boca Raton, United States - NewtekOne

    NewtekOne
    NewtekOne Boca Raton, United States

    1 week ago

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    Description

    NewtekOne, Your Business Solutions Company, is a financial holding company, which along with its bank and non-bank consolidated subsidiaries, provides a wide range of business and financial solutions under the Newtek brand to the small- and medium-sized business ("SMB") market.

    Since 1999, Newtek has provided state-of-the-art, cost-efficient products and services and efficient business strategies to SMB relationships across all 50 states to help them grow their sales, control their expenses, and reduce their risk.


    Newtek's and its subsidiaries' business and financial solutions include: banking (Newtek Bank, N.A.), Business Lending, Electronic Payment Processing, Technology Solutions (Cloud Computing, Data Backup, Storage and Retrieval, IT Consulting), eCommerce, Accounts Receivable Financing & Inventory Financing, Insurance Solutions, Web Services, and Payroll and Benefits Solutions.

    Small Business Lending LLC is looking for a Vice President, Client Experience Officer.


    The role of the Vice President, Client Experience Officer, will be to exclusively focus on all Newtek One borrower portfolios including but not limited to NSBF, SBL, Holdco6, Newtek Bank, N.A.

    The focus on these portfolios will allow the Vice President to identify change in risk of the borrower/s as well as identifying opportunities to assist the borrower with any future business needs.


    Essential Functions & Responsibilities:

    • Responsible for contacting all borrowers in the portfolios (primarily performing borrowers with a loan balance of greater than $1MM). Contact to be made quarterly.
    • Reviewing the state of the business with the borrower in a consultative manner while documenting each call in the servicing portal (New Tracker)
    • Ensuring that all clients will be introduced to the Newtek Advantage with the potential to gain a depository relationship as well as other services.
    • Important focus will be placed on insurance policy protection and renewals for all clients (Using the forced placed insurance guide and portfolio of policies we have aggregated).
    • Requesting from all clients updated financial statements in conjunction with servicing manager rules and regulations.
    • Creation of new RID's for all client encounters that lead to new opportunities along all verticals.

    Knowledge, Skills & Abilities:
    Minimum of 5 years of experience in a Lending Operations environment, preferably in a Portfolio Servicing role

    Excellent Customer Service and Sales skills

    Good understanding of all company products

    Ability to read and understand business financial statements

    Proficient in Microsoft Office.

    Attention to detail.

    Ability to multi-task.


    Education & Certification Requirements:
    College degree preferred in Business/Finance


    Salary Range:
    $60,000.00 to $90,000.00

    NewtekOne is an Equal Opportunity Employer; M/F/D/V.

    We require all of our employees to perform work in an ethical manner and uphold our Code of Business Conduct and Ethics at all times.

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