Client Services Representative, Fulfillment & Close

Primary Functions of the Position

• Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans.
• Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation.
• Works closely with all members of the Private Bank Fulfillment and Production Teams 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 loan documentation.
• 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.

Education And Experience Requirements

• Bachelor’s Degree, or equivalent combination of education and experience.
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred.

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.