Hybrid NYC Operations Specialist – Lending & Client Services

Phaxis; New York (NY); Hybrid; USD 30,000 - 41,000; Full time

Job summary

Global Financial Institution in Downtown NYC is hiring an Operations Specialist for a hybrid role. Recent graduates with Finance internships are encouraged to apply. Pay is $26/hr. You will support LAL phones, handle inquiries, and process loan-related tasks.

The role involves coordinating with internal teams to ensure efficient loan servicing and compliance, with growth opportunities in a collaborative environment.

Qualifications

• AML/KYC, cash management, loan servicing, regulatory reporting
• Business management, projects, wealth management
• Client services

Responsibilities

• Support the LAL telephones by responding to client inquiries and documenting calls.
• Meet phone performance metrics such as handle times, quality, professionalism, and script adherence.
• Review loan applications and servicing requests to ensure information is provided within SLAs.
• Communicate missing information needed to progress loans in the pipeline.
• Reconcile and process monetary transactions and review daily reports.
• Cross train and learn new functions to provide coverage as needed.
• Train other new team members once proficient.
• Assist in achieving shared goals of the department and the bank.
• Perform other related duties as assigned by management.

Skills

AML/KYC

Cash Management

Loan Servicing

Regulatory Reporting

Business Management

Projects

Wealth Management

Client Services

Job description

Global Financial Institution in Downtown NYC is hiring an Operations Specialist for a hybrid role. Recent graduates with Finance internships are encouraged to apply. Pay is $26/hr. You will support LAL phones, handle inquiries, and process loan-related tasks.

The role involves coordinating with internal teams to ensure efficient loan servicing and compliance, with growth opportunities in a collaborative environment.