Bank Lending Operations Specialist - Client-Focused & Hybrid

Charles Schwab; Westlake (TX); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

401(k) with company match

Employee stock purchase plan

Paid vacation and volunteering time

Sabbatical after 5 years

Parental leave

Tuition reimbursement

Health, dental, and vision insurance

Job summary

Charles Schwab Bank in Westlake, TX is seeking a Specialist, Bank Operations to support daily lending solutions and account maintenance. You will handle loan processing tasks (excluding underwriting) and respond to client inquiries to ensure an excellent client experience.

This on-site role emphasizes collaboration with teams across the Bank. You will work with Bank Services Team Managers, handle calls with clients and RIAs, and assist with Mortgage and HELOC product advances.

Qualifications

• 1-3 years of client service and/or operations experience.
• Ability to learn and navigate new systems.
• Willingness to work in a cross-functional team environment.
• Ability to complete multiple tasks within defined timeframes.
• Knowledge of banking regulations and policies.

Responsibilities

• Provide functional support for lending operations and servicing processes.
• Complete all aspects of loan processing with the exception of underwriting.
• Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience.
• Handle inbound and outbound servicing phone calls with clients and RIAs.
• Host phone calls with clients applying for Pledged Asset Loans.
• Work closely with Bank Services Team Managers to ensure smooth processing of applications and service requests.
• Support all other Bank Lending processes and projects to drive efficiency and partnership.

Skills

Client service experience

Learn new systems

Cross-functional teamwork

Multi-tasking

Banking regulations knowledge

Job description

Charles Schwab Bank in Westlake, TX is seeking a Specialist, Bank Operations to support daily lending solutions and account maintenance. You will handle loan processing tasks (excluding underwriting) and respond to client inquiries to ensure an excellent client experience.

This on-site role emphasizes collaboration with teams across the Bank. You will work with Bank Services Team Managers, handle calls with clients and RIAs, and assist with Mortgage and HELOC product advances.