Concierge Banking Consultant - Jericho, NY

Valley National Bank
$55,100.00 - $88,000.00 / yr
paid time off
United States, New York, Jericho
Jul 24, 2025
Back Concierge Banking Consultant #25-737 Multiple Locations Apply Apply for this job now! Apply Expected Work Hours 40 Job Description 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. Requirements Required Skills: Highly fluent and transactional for Mortgage, Home Equity and Consumer Loan Origination. Knowledgeable, polished and confident manner to interact appropriately with business owners and executives. Requires high degree of organization, time management and proficiency in handling Concierge clientele to provide exceptional service levels, solutions, follow up, and communication. Must be a subject matter expert on Valley Consumer Lending Programs with a depth of knowledge and awareness of Valley's referral partners and solutions. Customer service expert motivated to exceed referral source and Concierge clientele expectations. Required Experience: High School Diploma or GED and a minimum of 5 years of retail mortgage origination experience. NMLS Registration in good standing. Bachelor's Degree in Business with a minimum of 3 years of mortgage origination experience preferred. Full-time/Part-time Full-time FLSA Exempt Location(s). 1 Passaic Ave, Fairfield , New Jersey 07004 , United States One Jericho Plaza Suite 107, Jericho , New York 11753 , United States Total Rewards Summary We provide a comprehensive and competitive total rewards package including base salary determined by factors such as the role, relevant experience, skill set, and geographical location. Eligible positions may also be eligible to receive commission-based compensation and/or discretionary incentive compensation, which may be awarded as cash or forfeitable equity, recognizing individual performance and contributions. In addition to financial compensation, we offer a robust suite of benefits tailored to meet diverse employee needs based on eligibility criteria. These include comprehensive health care and insurance plans, retirement savings options, tuition and adoption reimbursement programs, paid time off, mental health support, and other valuable benefits programs. Further details regarding total compensation and benefits will be shared during the hiring process. Job Details Pay Range Pay Range The estimated pay range for this job. Disclosing pay information promotes competitive and equitable pay. The actual pay rate will depend on the person's qualifications and experience. $55,100.00 - $88,000.00 / year Pay Transparency In order to support the Fair Compensation Strategy by the US Govt., HR Dept., clients are required to adhere to "Pay Transparency Law"; in the impacted states; that have mandated the employers to list the salary ranges in Job advertisements or postings for job opportunities and Job promotions.