Client Onboarding
2 weeks ago
Job Responsibilities:
- Build knowledge of loans and services in the Commercial Lending space.
- Provide high-quality, professional service with emphasis on one-call resolution.
- Respond to client inquiries with clear and concise communication via email.
- Analyze and interpret transactions, statements, and loan documents for inquiry resolution.
- Maintain a high level of knowledge of products, loan types, and services.
- Thoroughly research accounts and complete servicing forms to fulfill client requests.
- Serve as a liaison between client managers, operations, and loan servicing teams.
- Identify issues and risks to prevent fraudulent account behavior and manage controls.
- Project a confident and professional presence to clients and stakeholders.
- Work independently with supervision and escalate complex issues as necessary.
- Drive high levels of service and client experience and perform additional duties as assigned by the leadership team.
- Ability to work in a fast-paced, constantly evolving environment.
- Strong client focus with a sense of urgency and service excellence.
- Exemplary teamwork skills with a professional, positive, and supportive attitude.
- Excellent communication skills, both written and verbal.
- Ability to learn and adapt to new industry, company, product, or technical knowledge.
- Highly organized with the ability to manage competing priorities.
- Professional presence with adaptability to evolving needs and situations.
- Willingness to work in any shifts and adapt to business needs.
- Strong problem-solving and troubleshooting skills.
- Understanding of US banking and regulatory requirements around data security and protection.
- College degree preferred, or equivalent work experience.
- Minimum of one to three years of experience in customer service, operations, sales, or portfolio management, preferably in banking or financial services.
- Proficient PC skills, including Word, Excel, and PowerPoint.
About the Team
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