Bank Lending Solutions Specialist

Charles Schwab Corporation; Westlake (TX); On-site; USD 55,000 - 75,000; Full time

Job summary

Charles Schwab Bank is seeking an Associate, Bank Operations to support lending operations, servicing and new product enhancements. The role handles day-to-day account opening and maintenance tasks and ensures compliance with bank policies and regulations.

Ideal candidates bring 1–3 years of client service or operations experience, with the ability to learn systems, work cross-functionally, and manage multiple tasks within deadlines. In-office collaboration is emphasized for this role.

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 that are applying for Pledged Asset Loans.
• Work closely with all Bank Services Team Managers to ensure applications, service requests and all operational activities are processed efficiently and accurately.
• Support all other Bank Lending processes and projects as needed to drive efficiency and build partnership.

Skills

Client service

Operations experience

System navigation

Cross-functional teamwork

Multitasking

Banking regulations

Job description

Charles Schwab Bank is seeking an Associate, Bank Operations to support lending operations, servicing and new product enhancements. The role handles day-to-day account opening and maintenance tasks and ensures compliance with bank policies and regulations.

Ideal candidates bring 1–3 years of client service or operations experience, with the ability to learn systems, work cross-functionally, and manage multiple tasks within deadlines. In-office collaboration is emphasized for this role.