Information Technology Support Specialist

Helm Bank USA; United States; On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

100% health coverage

Company 401(k) matching

Professional development opportunities

Training & development

Paid time off

Job summary

A leading financial institution in the United States is seeking passionate and motivated professionals to join their dynamic team. The role involves preparing compliance reports, assisting with broker onboarding, and providing exceptional support in a fast-paced environment. Candidates should have a college degree and 2-3 years of experience, as well as be bilingual in English and Spanish. The company offers comprehensive benefits, including medical coverage and 401(k) matching, fostering a culture of growth and opportunity.

Qualifications

• College degree is preferred.
• Minimum 2 – 3 years of experience.
• Must be bilingual in both English and Spanish.
• Advanced skills with Microsoft Office.
• Ability to build collaborative relationships.
• Understanding and application of business principles.
• Proactive in delivering high-quality results.
• Thinking outside the box and adaptability to changing regulations.

Responsibilities

• Prepare daily compliance and pipeline reports.
• Download and log receipts of Smart pay fees.
• Assist the lending department with events.
• Complete due diligence for broker onboarding.
• Set up credentials for onboarding and maintain accurate records.

Skills

Bilingual English/Spanish

Education

College degree

Tools

Microsoft Office

Job description

Overview

Are you ready to be part of a dynamic, ever-growing team that transforms talent into top-tier financial professionals and visionary changemakers? At Helm Bank USA, we don’t just build careers - we build business leaders, while Growing the Dream.

We are a leading Bank with global reach, shaping one of the most attractive personalized client services in the financial industry. At Helm Bank USA, we have created a new banking experience through a business model centered around our clients, proudly providing customer service for more than thirty years. Not only do we build strong relationships: our relationships are measured in generations. Our vision is to create a financial connection to the United States for multinational companies and foreign national individuals seeking their own dreams of business opportunities and real estate investments. Through strong relationships, our purpose is to help our clients make great decisions.

Today - as when we started - Helm Bank USA is driven by one imperative goal: to create the best possible solutions for our clients; we are passionate about delivering expert advice to our clients and creating solutions that enable them to reach their financial ambitions in highly competitive markets.

At Helm Bank USA, we believe that the human touch and talent make all the difference!

We are looking for passionate, impact players, and changemakers to join our success story while taking our company to new heights. Come join us and become immersed in our best-in-class, team-oriented type of culture - where every employee has the opportunity to learn, grow and thrive. This is our inspiration!

Who You Are

You are a motivated exceptional financial services professional who is passionate about supporting key initiatives in a fast-paced environment. You excel at handling a rapid flow of requests and always thrive to provide utmost excellent level of support. You are a hardworking, dedicated, and positive individual who continuously aims to make outstanding contributions and effect a difference from day one.

What You’ll Do

Responsibilities include the following; other duties may be assigned:

Core Duties

• Prepare report for Smart pay daily to upload fees such as appraisal fee, condominium questionnaire fee and translations fee for borrower’s payment.
• Download and log in receipt of Smart pay fees received daily.
• Prepare Compliance reports such as Red Flags,
• Prepare Daily Pipeline report daily – update closing dates in Encompass.
• Provide Broker package to new brokers
• Review of the accuracy of broker documents received for Broker Onboarding
• Complete due diligence and submit Broker package for BSA approval
• Set up credentials for Broker Onboarding
• Annual Review of Brokers
• Complete due diligence and submit Appraiser package for BSA approval
• Send 2 samples of Appraisal reports for review to the Appraisal reviewer
• Upon receipt of Appraisal review indicating “Accept as is "onboard Appraiser
• Annual review of Appraisers
• Submit file to BSA for approval.
• Lastly, obtain signature on Confidentiality Agreements and Broker Agreement from CLO.
• Assist the Lending department with events.
• Assist with Special projects as assigned.
• Upon learning the different tasks and projects, continue to assign/train with additional job duties.

What You’ll Need

Requirements and Qualifications

• College degree is preferred
• Minimum 2 – 3 years of experience.
• Must be bilingual in both English and Spanish. Ability to fluently speak, understand, read and write both languages.
• Advanced Skills with Microsoft Office.
• Ability to build and maintain collaborative relationships, fostering trust and mutual respect to achieve shared goals. Effective communication & Adaptability. Enhance Service Delivery. Conflict Resolution. Giving & Receiving feedback. Valuing Diversity.
• Ability to understand and apply business principles, concepts, KPIs, and strategies to make informed decisions to contribute to organizational success. Strategic & Critical Thinking. Solutions-Driven. Decision Making.
• Have a business-driven mindset, prioritizing customer’s needs. Problem-Solving. Growth Mindset. Aligning individual and department goals with bank’s business objectives. Omnichannel communication while maintaining personalized service. Client excellence.
• Thinking outside the box and developing new ideas to improve ways of working. Ability to work with emerging technologies. Digital Transformational Mindset. Resource allocation. Technical Skills. Change Management. Continuous Learning. Transformational creativity. Agility & Flexibility. Automation & Process Optimization
• Regulatory & Risk Management
• Adapting to changing regulations with sound risk management. Analytical. Integrity & Rule Compliance. Regulatory Governance. Financial Crime Prevention. Operational Risk Avoidance. Risk-Aware Mindset. Cybersecurity. Corporate Social Responsibility.
• Being proactive to rapidly deliver high-quality results. Acquiring skills & knowledge through practical and active engagement. Real-world application. Lifelong Learner. Being curious and eager to develop skillset. SMART Goal Setting, Time Management. Proficiency. Training & Upskilling.
• Ability to take responsibility and ownership. Fostering Trust. High Performance. Follow Through. Set Clear Expectations. Provide Resources & Coaching. Measuring work output. Process-Driven. Results-Oriented. Consistency. Lead by Example. Self-Management.
• Communicate effectively. Integrated Business Excellence. Drive sustainable growth. Value Creation & Long-Term Thinking. Stakeholder Inclusion. Corporate Purpose & Values Alignment. Impact Assessment. Operational Resilience & Crisis Management. Operational Excellence. Adaptability.

Life at Helm Bank USA

At Helm Bank USA, our sustainable success is based on our talents and how we partner with our clients and communities to create lasting value. Staying true to that mission, we fully live by our corporate values: empathy, curiosity, creativity, and passion! These values represent the essence of our brand and encapsulate the DNA of our organization. In other words: They say who we are, what we do and how we do it.

We have a constant healthy respect for our Best Banks To Work For & Best Places to Work in Florida certified culture and community. We believe that all employees should have the opportunity to lead and appreciate that good ideas can come from anyone. From the top down, our leaders are actively involved in strategic oversight, running the business, and in the well-being and growth of all employees. We consider our people our number one asset and as such, we unceasingly aim for our employees to realize their full potential by continuously assessing and offering new personal and professional development opportunities.

Why You Should Join Helm Bank USA

We have historically regarded the well-being of our employees at heart and on top of mind. In that vein, we continue to strive to offer benefits and programs that support the interests of our teams while continue to foster the culture that makes us an Employer of choice. Some of the benefits you can expect when you join Helm Bank USA include:

• Medical/Rx/Dental/Vision - 100% covered by the Bank for all employees; eligible family members covered by employees at a group’s rate
• Short Term & Long Term Disability, as well as Group Term Life insurance of twice the annual salary fully covered by Helm Bank USA; no expense to the employee
• Competitive first-level PTO and other time-off policies
• Company 401(k) plan with employer match of 100% of up to 5% of eligible compensation
• Supplemental optional benefits such Voluntary Life insurance, Hospital Indemnity, Critical Illness, Accident Insurance, and Cancer Insurance
• Company-sponsored training and professional development opportunities

If you’re ready for a career where you can exercise your passions while being a gamechanger, are relentlessly committed to service, and have a team-player mindset, apply today!