Jobs · Customer Service · Washington

Mortgage Customer Service Specialist

Banner Bank · Walla Walla, WA · 3 mo ago
On-siteCustomer ServiceFull-time

U.S. Equal Employment Opportunity information
(Completion is voluntary and will not subject you to adverse treatment)
Banner Bank provides equal employment opportunities to applicants and employees without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, protected veteran status, or disability.

About the role

The role involves managing client relationships, implementing financial solutions, and providing strategic advice. It requires strong communication skills, analytical abilities, and a proactive approach to problem-solving.

Responsibilities

  • Manage client relationships and provide financial solutions
  • Implement and monitor financial strategies
  • Provide strategic advice to clients
  • Collaborate with cross-functional teams to achieve business objectives
  • Conduct market research and analyze data to inform financial decisions

Requirements

  • Bachelor's degree in finance, economics, or a related field
  • Minimum of 3 years of relevant work experience in financial services
  • Strong analytical and problem-solving skills
  • Excellent communication and interpersonal skills
  • Ability to work independently and manage multiple tasks simultaneously

Qualifications

  • Proficiency in Microsoft Office Suite
  • Experience with financial modeling and analysis tools
  • Knowledge of regulatory compliance standards

Skills

  • Financial analysis
  • Client relationship management
  • Strategic planning
  • Market research
  • Team collaboration

Benefits

Competitive salary, comprehensive benefits package including health insurance, retirement plans, and paid time off.

Pay

Salary range: $70,000 - $90,000 annually

Schedule

Full-time position, Monday through Friday, 9:00 AM - 5:00 PM

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