Customer Success Specialist

We are looking for a Customer Success Specialist to join our team in Metairie, Louisiana in a contract-to-permanent capacity. This opportunity is ideal for someone who excels at supporting clients, managing high-value banking transactions, and coordinating complex loan-related activities with accuracy and professionalism. The role combines customer service, documentation oversight, and cross-functional partnership to help ensure a smooth client experience while maintaining operational and regulatory standards. Responsibilities: • Guide customers and internal partners through complex loan closing activities, ensuring each transaction progresses accurately and on schedule. • Review credit documents, commitment terms, legal paperwork, and supporting records to confirm alignment with approved structures and required conditions. • Create and validate detailed loan documentation packages for multifaceted commercial transactions involving multiple entities, facilities, and collateral types. • Coordinate due diligence items such as insurance, title materials, entity documents, appraisals, public records, and other third-party requirements needed for closing. • Manage funding logistics, settlement details, disbursements, and post-closing follow-up to support complete and accurate transaction processing. • Act as a key resource for questions related to documentation, collateral perfection, compliance expectations, and exception resolution. • Conduct secondary quality checks on closing files prepared by team members and provide clear feedback to strengthen accuracy and consistency. • Track outstanding exceptions and collaborate with servicing, collateral, and production teams to resolve issues with urgency. • Support team effectiveness by sharing knowledge, assisting with training, and contributing to procedural updates, reference tools, and process improvements. • Participate in audits, testing, compliance activities, and operational enhancement efforts, including support for system-related updates when needed. • High school diploma or equivalent is required. • Associate degree in Business Administration, Finance, Accounting, Banking, or a related field is preferred. • At least 6 years of experience in commercial loan closing or loan documentation, including work with highly complex transactions. • Background in banking operations, loan origination, loan servicing, or mortgage-related processes is strongly preferred. • Experience delivering customer support in a call center or high-volume service environment is beneficial. • Strong written communication skills, including clear email correspondence and documentation review. • Proficiency working across multiple browser-based systems and handling detailed information with a high degree of accuracy. • Ability to manage competing priorities, solve problems independently, and collaborate effectively across teams. TalentMatch® Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles. Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app and get 1-tap apply, notifications of AI-matched jobs, and much more. All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information. © 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use and Privacy Notice.