Job Summary

• The Client Services Representative – Fulfillment & Close position is responsible for the quality review of documents for the Private Banking loan process and provides exemplary service and support to our clients and internal partners.
• This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, and all other authorized parties affiliated with Private Banking loan documentation in order to deliver a premier client experience.
• This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave.

Matching Summary

Skills & Requirements

Key Requirements

• Bachelor's Degree or equivalent experience
• Minimum 4 years financial industry experience
• 2 years bank operations/client service experience preferred
• Proficiency in Microsoft Office preferred
• Understanding of loan process/system

Work Rights