Specialist, Client Processing
Summary
Processes client transactions and provides support for loan-based systems like Loan IQ and ClearPar in a financial services role.
In this role, you’ll make an impact in the following ways:
- Perform routine and non-routine client service and transactional support 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
To be successful in this role, we’re seeking the following:
- Bachelor’s degree or the equivalent combination of education and experience is required
- 0-3 years of total work experience is preferred
- Experience with loan-based software Loan IQ and ClearPar strongly preferred.
- Prior experience acting as a subject matter expert.