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Job Overview
Employment Type
Full-time
Compensation
Salary
Range $65,000.00 - $80,000.00
Work Schedule
Standard Hours
Benefits
Medical
Dental
Vision
Company paid life insurance
Disability insurance
401k
Paid parental leave
Tuition Reimbursement
Job Description
Windsor Advantage, an affiliate of Capital Bank N.A., is recognized as one of the nation’s leading Lender Service Providers (LSP). Established to support financial institutions such as banks, credit unions, and community development financial institutions (CDFIs), Windsor Advantage offers a comprehensive outsourced SBA 7(a) and USDA lending platform. This service eliminates the need for lenders to hire additional staff or invest in capital expenditures, allowing institutions to efficiently extend their lending capabilities. Since its inception in 2010, Windsor Advantage has processed over $4.5 billion in government guaranteed loans and currently services a portfolio for more than 100 lenders across the... Show More
Job Requirements
- Bachelor's degree in a related field
- 3+ years of related experience in administration, finance or a similar industry
- Organized and detail-oriented
- Strong oral and written communication skills
- Knowledge of customer service principles
- Proficient in Microsoft Office Suite
- Ability to manage client expectations
- Experience in banking or finance preferred
Job Qualifications
- Bachelor's degree in a related field such as business administration, law, finance, accounting or related area or equivalent related work experience
- 3+ years related experience in administration, finance or similar industry
- Excellent oral and written communication skills including a strong vocabulary, rules of composition and grammar
- Knowledge of the principles of providing a high level of customer service including the evaluation of customer satisfaction
- Excellent communication and public speaking skills
- Must have strong computer skills including Microsoft Office Suite
- Experience in banking or financial setting a plus
Job Duties
- Conduct successful client onboardings and recognize any opportunities for future relationships and solutions
- Assist with new Lender Service Provider solutions
- Maintain partner relationships by responding to inquiries, documenting actions
- Leverage feedback for continuous improvement to the onboarding process
- Establish and maintain strong relationships with new clients and deepen with existing partners
- Manage client and partner expectations and understanding
- Coordinate onboarding process along timelines
Job Criteria
Experience
Mid Level (3-7 years)
Job Location
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