VP Client Relations (Marketing)

Position Summary:
As the Vice President, Client Relations is responsible for managing all aspects of the loan process from start to finish. This ensures top-tier client service and upholds the highest standards of underwriting and relationship management.
Job Duties/Responsibilities:

Complete Loan Management: oversees the entire loan process, from initial application through closing, ensuring timely and accurate processing of loan applications.
Expert Underwriting: conducts thorough and detailed underwriting of loan applications, including risk assessment, financial analysis, and compliance with regulatory requirements.
Client Relationship Building: develops and maintains strong relationships with clients, providing personalized service and addressing their financial needs and concerns.
Leadership and Team Development: leads and mentors a team of underwriters and relationship managers, fostering a collaborative and high-performance work environment.
Policy and Procedure Implementation: develop and implement underwriting policies and procedures to ensure consistency and adherence to industry standards.
Compliance: Ensure all loan activities comply with relevant USDA and SBA regulations and company policies.
Client Communication: serve as the primary point of contact for clients, providing regular updates and ensuring clear communication throughout the loan process.
Market and Economic Analysis: stay informed about market trends and economic factors affecting the lending industry, adjusting strategies and policies accordingly.
Problem Resolution: addresse and resolve any issues or challenges that arise during the loan process, ensuring a smooth and efficient experience for clients.
Performance Reporting: prepare and present regular reports on loan performance, underwriting activities, and client relationships to senior management.

Perform all other duties as assigned.
Strong analytical skills and attention to detail.
Excellent communication and interpersonal skills.
Proven leadership and team management abilities.
In-depth knowledge of loan products, underwriting standards, and regulatory requirements.
Ability to manage multiple tasks and priorities in a fast-paced environment.
Proficiency in financial analysis software and loan management systems.

Education and Experience:

Bachelor's degree in Finance, Business Administration, or a related field; MBA or relevant certification preferred.
Minimum of 10 years of experience in underwriting, relationship management, or a similar role in the financial services industry.

Physical Demands and Work Environment:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.
While performing the duties of this position, the employee is regularly required to talk or hear. The noise level in the work environment is usually moderate. Specific vision abilities required by this position include close vision, distance vision, color vision, peripheral vision, and the ability to adjust focus. The employee frequently is required to use hands or finger, handle, or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; reach with hands and arms; climb or balance; and stoop, kneel, crouch, or crawl. The employee must occasionally lift and/or move up to 25 pounds. Onsite work environments are climate controlled. ____________________________________________________________________________
Note:
We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity or expression, pregnancy, age, national origin, disability status, genetic information, protected veteran status, or any other characteristic protected by law.
This job description is not designed to cover or contain a comprehensive list of activities, duties, or responsibilities that are required of the employee. They may change, or new ones may be assigned at any time with or without notice. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an "at-will" relationship.