Mortgage Client Solutions Specialist – Remote Eligible

Fairygodboss

Santa Fe (NM)

On-site

USD 38,000 - 75,000

Full time

5 days ago
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Benefits offered by this job

Medical coverage
Dental and vision
401(k) with match
Pension and stock purchase plans
Paid holidays

Job summary

PNC Financial Services Group is seeking a Client Solution Specialist within its Mortgage Home Lending Center. The role focuses on sales, service, and execution support for client relationships, handling documentation, and ensuring compliance across processing steps.

Remote work may be available in select locations with approval. Typical schedule includes varied daytime hours with occasional in-office participation.

Qualifications

  • Associates degree or equivalent and related experience to perform primary duties.
  • 3+ years experience in a related role.
  • Knowledge of mortgage or financial services preferred.

Responsibilities

  • Provides sales, service and execution support for new and ongoing client relationships.
  • Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy.
  • Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans.
  • Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary.
  • Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed.
  • May perform general administrative support.

Skills

Client Counseling
Client Relationship Building
Sales Support
Customer Experience

Education

Associates degree

Job description

PNC Financial Services Group is seeking a Client Solution Specialist within its Mortgage Home Lending Center. The role focuses on sales, service, and execution support for client relationships, handling documentation, and ensuring compliance across processing steps.

Remote work may be available in select locations with approval. Typical schedule includes varied daytime hours with occasional in-office participation.

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