Private Banking Loans: Client Services Specialist

Noblesoft Solutions

Pittsburgh (Allegheny County)

On-site

USD 42,000 - 68,000

Full time

3 days ago
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Job summary

Noblesoft Solutions in Pittsburgh, PA is seeking a Client Services Representative specializing in loans. This full-time onsite role coordinates end-to-end Private Banking loan accounts, delivers exceptional service, and supports clients throughout the processing lifecycle.

You will partner with relationship managers, portfolio managers, counsel, and compliance, ensuring accurate data, timely processing, and a seamless client experience across all engagements.

Qualifications

  • Minimum 4 years of financial industry experience, including 2 years in bank operations or client service.
  • Strong organizational and prioritization skills for timely, efficient execution.
  • Excellent interpersonal and communication abilities.
  • Experience with loan processes and related systems.

Responsibilities

  • Capture complete and accurate client data in loan applications and documentation.
  • Support requests from the Private Bank Fulfillment and Production team.
  • Coordinate with relationship managers, portfolio managers, counsel, compliance, borrowers, and other parties.
  • Maintain premier client experience across all client engagements.
  • Collaborate with other bank teams to improve processes.
  • Participate in assigned projects.

Skills

Organize and prioritize work
Interpersonal and communication skills
Microsoft Office proficiency
Attention to detail
Analytical problem solving
Self-directed
Team-oriented in fast-paced env

Tools

Microsoft Office

Job description

Noblesoft Solutions in Pittsburgh, PA is seeking a Client Services Representative specializing in loans. This full-time onsite role coordinates end-to-end Private Banking loan accounts, delivers exceptional service, and supports clients throughout the processing lifecycle.

You will partner with relationship managers, portfolio managers, counsel, and compliance, ensuring accurate data, timely processing, and a seamless client experience across all engagements.

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