New 
Concierge Banking Consultant - Jericho, NY
 Valley National Bank | |
 United States, New York, Jericho | |
 Jul 27, 2025 | |
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Responsibilities include, but are not limited to:
* Manages the loan client relationships and lending inquiries for Concierge Borrowers. Assures loan applications, approvals and closings meet or exceed timing expectations. Primary Contact for life of loan and relationship. * Handles complex loan inquiries for all Valley Departments and Markets and assists the Concierge Banking Manager and Market/Regional President with assigned relationships. * Analyzes and reviews loan documents to ensure completeness and makes loan product, pricing and structure determination. * Represent the Bank with borrowers, borrower's representatives, consultants, attorneys, and title companies by attending loan closings as needed to ensure loans are properly closed and documented. * Works with assigned clients and loans to resolve issues that may arise with documentation, exceptions or funding's to ensure loans follow policy guidelines, documentation, and exception parameters. * Communicates with external entities (i.e. clients, Attorneys, Appraisers, Title Companies, etc.) on behalf of Valley. * Communicates with internal partners to assess scenario and establish expectations. * Create recommended solutions and proposed terms with appropriate discounts, and service level commitment. | |