Customer Experience Specialist, Life Lending Position Available In Wake, North Carolina

• Customer Experience Specialist, Life Lending
• The Customer Experience Specialist supports and enhances the customer experience for our Life Lending solution.

This role will serve as the primary point of contact for customers, financial advisors, and insurance professionals (“facilitators”), ensuring seamless onboarding, collateral management, and ongoing annual reviews. The Customer Experience Specialist is detail-oriented, customer-focused, and knowledgeable about life insurance and premium financing structures.

• Key Responsibilities and Duties
• + Performs aspects of the loan process for their assigned relationship-based book of business.

+ Supports customers and facilitators with application submissions, documentation review, collateral perfection/management, requirement reconciliation, and annual review processes. + Builds and maintains strong relationships with facilitators, financial advisors, life insurance carriers, collateral holders, and internal stakeholders. + Tracks policy performance, premium payments, and loan structures to ensure compliance with financing agreements. + Proactively identifies and resolves customer concerns, ensuring a smooth customer experience. + Prepares and sends loan packages and correspondence for execution. + Coordinates with Sales, Credit, and other internal stakeholders to published service level agreements. + Works closely with life insurance carriers and financial institutions on collateral perfection and documentation execution.

• Educational Requirements
• + University (Degree) Preferred
• Work Experience
• + 3+ Years Required; 5+ Years Preferred
• Physical Requirements
• +

Physical Requirements:

Sedentary Work

• Career Level
• 7IC
• Preferred Qualifications
• + Life Lending/Premium Financing experience + Knowledgeable of Life Insurance + Strong communication and organizational skills

Posting End Date:

05/03/25

• Job Seeker Notice
• EverBank, N.

A. and Sterling Bank and Trust, a division of EverBank, N.A. (together, the “Company”) is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers. The Company’s commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money. VEVRAA Federal Contractor Member FDIC Notice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)

• Pay Range
• $79,300 – $107,300EverBank, N.

A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status. We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.