Private Client Loan Specialist I

Ultipro; Scottsdale (AZ); On-site; USD 42,000 - 65,000; Full time

Job summary

Ultipro in Scottsdale, AZ seeks a Private Banking support specialist to assist Private Bankers and clients. You will review loan inquiries, manage credit card processes, and handle payments, wires, and maintenance efficiently while delivering high-quality service.

A candidate should demonstrate strong communication, analytical, and organizational abilities in a fast-paced team setting. You will be expected to collaborate across departments, respond promptly to client needs, and maintain a

Qualifications

• Minimum of two years of prior retail banking experience.
• Proficient knowledge of bank services, products, and loans.
• Respond to customer inquiries and concerns and create positive solutions.
• Support other employees as needed.
• When communicating with clients, greet and facilitate a welcoming and customer-focused environment.
• Excellent client-service skills, including oral and written communication.
• Entrepreneurial, ownership-oriented mindset.
• Attention to detail and strong organizational skills.
• Ability to work effectively as a team member and with customers.
• Strong analytical and problem solving skills, and the ability to derive innovative solutions.
• Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers.
• Strong work ethic and high integrity.
• Strong computer skills.
• Friendly, outgoing, assertive, confident, and enthusiastic personality.

Responsibilities

• Reviewing, researching, responding, and following up to loan inquiries, concerns, and maintenance while providing high quality client service and support.
• Managing the credit card process from start to finish including applications, signers, online banking, and maintenance requests.
• Performing payment research and corrections, billing issues, auto debit, phone payments, payoff requests, statements, online banking, and managing past due loans.
• Completing requests in a timely manner with organization, proactivity, and clear communication, meeting client expectations.
• Processing all loan wire and transfer requests.
• Performing miscellaneous job related duties as assigned.

Skills

Client service

Analytical thinking

Detail oriented

Team player

Communication skills

Computer skills

Job description

This position will support the Private Bankers and clients within the Private Banking group.

Responsibilities will include but are not limited to:

• Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support.
• Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests.
• Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers.
• Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations.
• Process all loan wire and transfer requests.
• Perform miscellaneous job related duties as assigned.

Position Requirements:

• -Minimum of two years of prior retail banking experience
• -Proficient knowledge of bank services, products, and loans
• -Respond to customer inquiries and concerns and create positive solutions
• -Support other employees as needed
• -When communicating with clients, greet and facility a welcoming and customer-focus environment
• -Excellent client-service skills, including oral and written communication
• -Entrepreneurial, ownership-oriented mindset
• -Attention to detail and strong organizational skills
• -Ability to work effectively as a team member and with customers
• -Strong analytical and problem solving skills, and the ability to derive innovative solutions
• -Ability to establish credibility quickly with customers; demonstrate confidence in dealing with peers
• -Strong work ethic and high integrity
• -Strong computer skills
• -Friendly, outgoing, assertive, confident, and enthusiastic personality

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
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