Senior Specialist, Client Processing
We’re seeking a future team member for the role of Senior Specialist, Client Processing - Loans Enablement to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.
In this role, you’ll make an impact in the following ways
Perform routine and non-routine On Balance Sheet Loan Operations functions
Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
Process account related transactions per scheduled events/client authenticated direction
Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
Ensure team is trained on daily tasks, coverage is adequate for volume/staff fluctuations, and team’s work is completed timely and within quality standards
To be successful in this role, we’re seeking the following
Bachelor's degree in Finance, Business, or a related field.
Typically 5-7 years of experience.
3+ years of loan operations experience preferred
Leadership experience preferred
Soft Skills
Organizational skills to ensure team is adequately trained for coverage on all tasks
Analytical and problem-solving abilities to handle complex operational scenarios and team escalations
Communication and interpersonal skills to effectively collaborate across teams to problem-solve operational issues and initiate process improvements
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Ability to leverage technology for process improvements
Familiarity with technical applications to include, but not limited to, Microsoft Office applications, Loan IQ, AFS, AIM
