Summary of the Position:
The Private Bank Quality Review Specialist position is comprised of the quality review of documents and assisting in supporting the overall Private Bank Fulfillment and Production group where needed. The function of the job is that of reviewing loan documents for all new Private Bank loans and any modifications to existing loans, which are ultimately sent to the customer for their signature. The job of quality review is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed. Ensuring that all loan documents are correct before they leave the Bank is crucial to a premier client experience. The position requires focus, accuracy, time management, good communication skills, good writing skills, understanding Bank support systems, and the ability to effectively partner with other Teams and/or Departments.
Primary Function of the Position:
- Having a working knowledge and understanding of all the documents that are reviewed for Private Bank new and existing loans.
- Ensuring that the proper documents have been prepared accurately and precisely based upon the supporting documentation.
- Understanding the different technical systems within the Bank to access crucial information.
- Possessing skills to communicate effectively with different Teams and Departments across the Bank.
- Through excellent attention to detail and thoroughness, providing a foremost client experience.
- Participating efficiently and effectively in assigned projects
- Assisting in additional daily tasks that are conducted by the team
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 3 years of bank operations experience
Essential Skills and Abilities:
- Demonstrated knowledge of all Private Banking products, systems, and related processes
- Thorough understanding of accounts and account opening
- Understanding of Online Banking
- Organizational skills that will be imperative to supporting audits
- Project management skills and experience is preferred
- Demonstrated ability to communicate effectively with Management, staff, and support vendors
- Job may require additional hours of work during peak periods to meet service levels
Summary of the Position:
The Client Services Representative – Fulfillment & Close position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank’s internal systems and/or platforms. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.
Primary Functions of the Position:
- Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
- Works closely with all members of the Private Bank Service Team in supporting client requests
- Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
- 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
Education and Experience Requirements:
- Bachelor’s Degree, or equivalent combination of education and experience
- Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Essential Skills and Abilities:
- Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
- Exceptional interpersonal and communication skills
- Proficiency in Microsoft Office preferred
- Keen attention to detail and understanding of loan process/system and applicable lending requirements
- Analytical problem-solving capabilities
- Strong work ethic and ability to be self-directed
- Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
