8 дней назад
PCB Client Support Specialist I - RJ Bank (Retail Lending)
Мэтч & Сопровод
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Описание вакансии
Текст:
TL;DR
PCB Client Support Specialist I - RJ Bank (Retail Lending): Supporting internal and external clients with private client loan inquiries, payment requests, collateral release reviews, and retail loan servicing with an accent on customer service, transaction accuracy, and regulatory compliance. Focus on analyzing account discrepancies, mitigating operational and credit risk, and resolving routine loan servicing issues.
Location: Hybrid in Saint Petersburg, Florida, United States
Company
is a financial services firm providing private client lending and related banking services.
What you will do
- Support internal and external clients with private client loan inquiries and issues by phone and email.
- Assist with payment requests submitted by clients and Financial Advisors.
- Analyze the feasibility of client collateral release requests.
- Perform retail loan maintenance, monitoring, and other loan servicing activities.
- Follow firm and regulatory policies to mitigate credit, operational, regulatory, and reputational risk.
Requirements
- 4–6 months of general work experience.
- Knowledge of basic accounting concepts, practices, and procedures.
- Knowledge of multi-state retail loan servicing practices.
- Ability to enter transactions into automated accounting systems and investigate account balance discrepancies.
- Strong written and verbal communication skills and the ability to provide a high level of customer service.
- Ability to work in a hybrid arrangement in Saint Petersburg, Florida, United States.
Culture & Benefits
- Full-time employment with medical, dental, vision, life, disability, and other insurance options.
- Retirement savings, paid vacation, holidays, sick leave, and parental leave may be available.
- Less than 25% travel.
- People-first culture focused on integrity, collaboration, accountability, continuous improvement, and client service.
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