Client Services Representative (5984)

NextPath Workforce Solutions; Pittsburgh (Allegheny County); On-site; USD 34,000 - 44,000; Full time

Job summary

NextPath Workforce Solutions is seeking a Client Services Representative to join our client’s team in Pittsburgh, PA. This is an onsite contract position with a salary of $25-$32/hr, depending on experience.

You will coordinate the end-to-end private banking loan account process, ensure accurate client data across applications and systems, and collaborate with relationship managers, compliance, and borrowers to deliver a premier client experience.

Qualifications

• Minimum of 4 years of financial industry experience.
• At least 2 years of bank operations and/or client service experience.
• Ability to organize and prioritize work effectively.
• Excellent interpersonal and communication skills.
• Proficiency in Microsoft Office preferred.
• Keen attention to detail with a solid understanding of loan processes and lending requirements.
• Strong analytical and problem-solving skills.

Responsibilities

• Coordinate the end-to-end private banking loan account process.
• Ensure accurate and complete client data in loan applications, systems, and documentation.
• Support client requests by working closely with team members.
• Partner with relationship managers, portfolio managers, internal/external counsel, compliance, borrowers, and other authorized parties.
• Provide a premier client experience through thoroughness and attention to detail.
• Collaborate with various teams within operations to improve processes.
• Participate in assigned projects.

Skills

Interpersonal skills

Communication skills

Analytical thinking

Problem solving

Organization & prioritization

Loan processes knowledge

Tools

Microsoft Office

Job description

NextPath Workforce Solutions is currently seeking a Client Services Representative to join our client’s team in Pittsburgh, PA. This is an onsite, contract position.
SALARY: $25-$32/hr (depending on experience)

Unfortunately, at this time our client is unable to sponsor or transfer visas. Only candidates authorized to work in the US without sponsorship should apply.

REQUIREMENTS:

• Minimum of 4 years of financial industry experience
• At least 2 years of bank operations and/or client service experience
• Ability to organize and prioritize work effectively
• Excellent interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail with a solid understanding of loan processes and lending requirements
• Strong analytical and problem-solving skills

RESPONSIBILITIES:

• Coordinate the end-to-end private banking loan account process
• Ensure accurate and complete client data in loan applications, systems, and documentation
• Support client requests by working closely with team members
• Partner with relationship managers, portfolio managers, internal/external counsel, compliance, borrowers, and other authorized parties
• Provide a premier client experience through thoroughness and attention to detail
• Collaborate with various teams within operations to improve processes
• Participate in assigned projects

NEXTPATH WORKFORCE SOLUTIONS:
NextPath is a strategic talent partner connecting skilled professionals with organizations driving innovation and growth. Our recruiting team brings more than 80 years of combined experience delivering workforce solutions that align the right talent with the right opportunities. We work with leading companies across the country, offering flexible engagement models including contract, project-based, contract-to-hire, and direct hire roles. If the position above doesn’t appear to fit, we do have a host of clients with roles that could be a match and not every position will be posted. We are an Equal Opportunity Employer. View all open jobs: http://www.nextpathcp.com

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