Equity Processing Specialist I

Location: Cincinnati
Posted on: November 20, 2024

Job Description:

Primarily responsible for providing accurate, clear and concise information

to loan customers through phone interaction and email utilization. Also, performs a wide range

of duties related to processing in a Financial Call Center environment. Duties include but are not

limited to preparing loans, adhering to call schedules, meeting service level agreements and

serving as the primary loan facilitator for both internal and external customers for assigned loans.

This position requires contact with internal and external customers to ensure workflow and

deadlines are met.

* Acts as an active liaison between the client, underwriting and financial center to meet all loan

and customer requirements.

* Analyzes loan to determine alternate solutions to meet customer and bank objectives.

* Communicates with borrowers; Affiliates, Loan Originators and other parties to correct errors

and ensure all conditions and regulatory requirements are met.

* Provides accurate information to the customer, explains products and policies in a clear,

concise manner.

* Achieves assigned goals while cross selling additional products and services through solution

based selling.

* Achieves loan productively goals while supporting department and individual service level

agreements.

* Fields inbound calls from internal and external customers.

* Audits documents to insure accuracy and timely processing.

* Analyzes loan to determine alternate solutions to meet customer and bank objectives.

* Verifies that all documents are present, legible and all guidelines have been met prior to

moving the loan forward in the process.

* Verify and provide ongoing support to internal and external clients until loan application is

brought to a complete status.

* Fosters partners between call center department and other internal customers.

* Responds in a timely and professional manner to customer inquiries, and concerns.

* Actively participates in ongoing efforts to continually improve customer experience for both

internal and external customers.

* Provides administrative support to assigned area/unit and updates individual production as

requested.

* Fosters partnership between Retail Direct Sales and Business Partners.

* Maintain knowledge of Fifth Third policies and procedures.

* Copies, faxes and sends required customer communications.

* Receptive to and incorporates coaching feedback to improve overall effectiveness.

* Actively participates in personal and team success.

* Additional duties as assigned

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