BPL Account Manager - Valere Commercial
RemoteUnited States
Job Summary
Serve as the primary borrower liaison, cultivating long-term client relationships through consistent communication and support. Review loan files to verify procedures per guidelines and gather required documentation to complete the loan process. Coordinate onboarding, underwriting, and closing workflows with Operations, Closing, and Underwriting teams to ensure seamless processing. Review funding packages for accuracy before submission to treasury and monitor borrower credit utilization to ensure maximum line of credit usage. Handle multiple loan files and client relationships simultaneously while providing superior customer service to exceed expectations. Review and update policies and procedures as needed, assisting in the training of new team members.
Required Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or related field
- 5 + years of relevant experience in the financial services and/or real estate industry
- Experience leading transaction teams and managing customer interactions
- Proficient in Salesforce CRM
- Advanced knowledge of the loan closing process
- Advanced skill in Microsoft Office Suite (i.e. Word, Excel, Outlook)
- Skilled in collaboration to support effective cross-functional coordination
- Demonstrated commitment to high professional ethical standards
Desired Qualifications
- Bachelor's degree in Finance, Business Administration, Economics, or related field, preferred
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