Client Services Representative

Magnit; Pittsburgh (Allegheny County); Sur place; USD 34 000 - 45 000; Plein temps

Avantages offerts par ce poste

Medical insurance

Dental insurance

Vision insurance

401(k)

Résumé du poste

Magnit seeks a Client Services Representative – Fulfillment & Production to coordinate end-to-end Private Banking loan account processes and deliver premier client service in Pittsburgh. You will partner with relationship managers, portfolio managers, counsel, compliance, and other teams to capture accurate client data, generate documents, and support money requests while continuously improving processes.

The role requires a bachelor’s degree and at least four years in financial services,

Qualifications

• Bachelor’s degree required.
• Minimum 4 years of financial industry experience, including 2 years in bank operations and/or client service preferred.
• Ability to organize and prioritize work effectively.
• Excellent interpersonal and communication skills.
• Proficiency with Microsoft Office preferred.

Responsabilités

• Coordinates end-to-end Private Banking loan account process and provides premier client service.
• Captures complete and accurate client data in loan applications and documentation.
• Collaborates with relationship managers, portfolio managers, counsel, compliance, borrowers, and other parties.
• Supports process improvements and participates in assigned projects.

Connaissances

Interpersonal communication

Attention to detail

Analytical problem-solving

Organizational skills

Self-directed work

Adaptability

Team collaboration

Prioritization

Formation

Bachelor’s Degree

Outils

Microsoft Office

Description du poste

Job Summary

The Client Services Representative – Fulfillment & Production position effectively coordinates the end-to-end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors, and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Essential Duties and Responsibilities

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation.
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests.
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction.
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements.
• Works closely with other teams within operations and throughout the bank to enhance current processes.
• Participates effectively in assigned projects.

Knowledge, Skills, and Abilities

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution.
• Exceptional interpersonal and communication skills.
• Proficiency in Microsoft Office preferred.
• Keen attention to detail and understanding of loan process/system and applicable lending requirements.
• Analytical problem-solving capabilities.
• Strong work ethic and ability to be self-directed.
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities.
• Bachelor’s Degree required.
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred.

This is the pay range that Magnit reasonably expects to pay for this position: $24.38/hour - $32.50/hour

Benefits: Medical, Dental, Vision, 401K