Loan Specialist

Revolution Technologies; Pittsburgh (Allegheny County); On-site; USD 60,000 - 90,000; Full time

Job summary

Revolution Technologies is seeking a Client Services Representative – Fulfillment & Production to coordinate end-to-end Private Banking loan account processes and provide exemplary service to clients. The role may focus on application intake, document generation, processing modifications, or money requests, partnering with the Sales organization and other stakeholders.

You will support the Fulfillment and Production Team, interact with relationship managers, counsel, compliance, and borrowers,

Qualifications

• Organize and prioritize work to ensure timely execution.
• Exceptional interpersonal and communication skills.
• Proficiency in Microsoft Office preferred.
• Attention to detail and understanding of loan processes.
• Analytical problem-solving and self-directed work style.
• Ability to work in a fast-paced, team-oriented environment.
• Adaptability to changing priorities in a dynamic bank setting.

Responsibilities

• Capture complete and accurate client data in loan applications and systems.
• Support requests from the Private Bank Fulfillment and Production Team.
• Coordinate with relationship managers, portfolio managers, counsel, and others.
• Deliver premier client experience across all client engagements.
• Collaborate with operations and other bank teams to enhance processes.
• Participate in assigned projects.

Skills

Client service

Communication

Microsoft Office

Attention to detail

Analytical skills

Teamwork

Problem solving

Multitasking

Financial industry experience

Tools

MS Office

Job description

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.

Primary Functions of the Position:

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan
• 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
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

documentation

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