Private Banking Fulfillment & Operations Specialist

Revolution Technologies; Pittsburgh (Allegheny County); On-site; USD 60,000 - 80,000; Full time

Job summary

Revolution Technologies is seeking a Client Services Representative – Fulfillment & Production to coordinate the end-to-end Private Banking loan account process and deliver exemplary service to our clients in Pittsburgh.

The role involves data capture, supporting the Fulfillment and Production Team, and partnering with relationship managers, counsel, compliance, and other parties to ensure accurate documentation and a premier client experience across all engagements.

Qualifications

• Minimum 4 years of financial industry experience, including 2 years in bank operations or client service preferred.
• Ability to organize and prioritize work assignments to ensure timely execution.
• Exceptional interpersonal and communication skills.
• Proficiency in Microsoft Office.
• Strong attention to detail and understanding of loan processes.
• Analytical problem-solving capabilities.
• Self-directed with a strong work ethic.
• Team-oriented and able to adapt in a fast-paced environment.

Responsibilities

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation.
• Works closely with the Private Bank Fulfillment and Production Team in supporting client requests.
• Partners effectively with relationship managers, inside sales, 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

Interpersonal skills

Organizational skills

Microsoft Office proficiency

Attention to detail

Analytical problem-solving

Self-directed

Team-oriented in fast-paced env

Financial industry experience

Job description

Revolution Technologies is seeking a Client Services Representative – Fulfillment & Production to coordinate the end-to-end Private Banking loan account process and deliver exemplary service to our clients in Pittsburgh.

The role involves data capture, supporting the Fulfillment and Production Team, and partnering with relationship managers, counsel, compliance, and other parties to ensure accurate documentation and a premier client experience across all engagements.