Client Services Representative (Need Local to Pittsburg, PA)

Noblesoft Solutions, Inc.; Pittsburgh (Allegheny County); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

On-site parking (employee pays ~$90/mo

Job summary

Noblesoft Solutions, Inc. is seeking a Full-time onsite Private Bank Operations Specialist in Pittsburgh.

The role requires capturing complete client data in loan applications and documentation, and supporting the Fulfillment and Production Team to meet client requests. Applicants should have a bachelor's degree and at least four years in the financial industry, including two years in bank operations or client service.

Qualifications

• Bachelor's degree required.
• Minimum 4 years of financial industry experience; 2 years bank operations or client service preferred.
• Full-time onsite role.

Responsibilities

• Capture complete and accurate client data in loan applications, internal systems, and loan documentation.
• Support client requests with the Private Bank Fulfillment and Production Team.
• Partner with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and others involved in each transaction.
• Provide a premier client experience across all client engagements with attention to detail.
• Collaborate with operations and bank teams to enhance current processes.
• Participate in assigned projects.

Skills

Organize & Prioritize

Interpersonal Skills

MS Office

Attention to Detail

Analytical Skills

Self-motivation

Adaptability

Education

Bachelor's Degree

Tools

Microsoft Office

Job description

Full-time onsite role 8 AM- 5 PM Monday through Friday

Office is located at 301 Grant St Ste 2700 Pittsburgh, PA, 15219. Avg (USD)90/ month parking fee to be paid by worker (varies based on parking lot they choose)

Bachelor's Degree required

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Primary Functions of the Position:

• 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

Skills

• 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