Client Services Representative- Fulfillment & Production

Pittsburgh, PA - USA

Monthly Salary: Not Disclosed

Posted on: 8 days ago

Vacancies: 1 Vacancy

Job Summary

Job title: Client Services Representative- Fulfillment & Production
Location: Pittsburgh PA 15219
Duration: 6 months (Opportunity for extension based on performance/attendance)
Pay Rate: $32.50/hr on W2
Work shift: Mon - Fri 8 AM - 5 PM EST

Position Summary:

The Client Services Representative Fulfillment & Production position effectively coordinates the end to end Private
Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team such as application intake document generation processing modifications or initializing money requests.
This position must partner effectively with the full Sales organization Portfolio Management Internal and External Counsel Compliance Financial
Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

Assures complete and accurate client data is captured in the loan application internal systems and loan documentation
Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
Partners effectively with relationship managers inside sales representatives portfolio managers internal and external counsel compliance borrowers and all other authorized parties affiliated with each transaction.
Through excellent attention to detail and thoroughness provides a premier client experience across all client engagements.
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects

Skills:
Essential Skills and Abilities:

Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Proficiency in Microsoft Office preferred
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy fast-paced team-oriented work environment and adapt quickly to changing priorities

Education:

Bachelors Degree required
Minimum 4 years of financial industry experience required including 2 years of bank operations and/or client service experience preferred.

Job title: Client Services Representative- Fulfillment & Production Location: Pittsburgh PA 15219 Duration: 6 months (Opportunity for extension based on performance/attendance) Pay Rate: $32.50/hr on W2 Work shift: Mon - Fri 8 AM - 5 PM EST Position Summary: The Client Services Representative ...

Position Summary:

The Client Services Representative Fulfillment & Production position effectively coordinates the end to end Private
Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team such as application intake document generation processing modifications or initializing money requests.
This position must partner effectively with the full Sales organization Portfolio Management Internal and External Counsel Compliance Financial
Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position:

Assures complete and accurate client data is captured in the loan application internal systems and loan documentation
Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
Partners effectively with relationship managers inside sales representatives portfolio managers internal and external counsel compliance borrowers and all other authorized parties affiliated with each transaction.
Through excellent attention to detail and thoroughness provides a premier client experience across all client engagements.
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects

Skills:
Essential Skills and Abilities:

Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Proficiency in Microsoft Office preferred
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy fast-paced team-oriented work environment and adapt quickly to changing priorities

Education:

Bachelors Degree required
Minimum 4 years of financial industry experience required including 2 years of bank operations and/or client service experience preferred.