Client Services Representative - Fulfillment & Close
Pittsburgh, Pennsylvania
Employer: Raymond James Financial Incorporated
Industry: Operations
Salary: Competitive
Job type: Full-Time
TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.
Summary of the Position:
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. The job is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed. 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.
Primary Functions of the Position:
• Have a working knowledge and understanding of all the documents that are reviewed for new and existing loan
• Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
• Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client request
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagement
• Works closely with other teams within operations and throughout the bank to enhance current processe
• Participates effectively in assigned project
Qualifications:
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 skill
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirement
• Analytical problem-solving capabilitie
• 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 prioritie
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcome
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
Summary of the Position:
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. The job is a demanding one that requires extreme attention to detail and an acute awareness and understanding of the documents to be reviewed. 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.
Primary Functions of the Position:
• Have a working knowledge and understanding of all the documents that are reviewed for new and existing loan
• Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
• Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client request
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagement
• Works closely with other teams within operations and throughout the bank to enhance current processe
• Participates effectively in assigned project
Qualifications:
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 skill
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirement
• Analytical problem-solving capabilitie
• 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 prioritie
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.
Raymond James Guiding Behaviors
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
• Grow professionally and inspire others to do the same
• Work with and through others to achieve desired outcome
• Make prompt, pragmatic choices and act with the client in mind
• Take ownership and hold themselves and others accountable for delivering results that matter
• Contribute to the continuous evolution of the firm
Created: 2024-10-09
Reference: 2403247
Country: United States
State: Pennsylvania
City: Pittsburgh
ZIP: 15216
Similar jobs:
-
Patient Services Representative
UPMC Senior Communities in Butler, Pennsylvania -
Patient Services Representative, Casual (Allison Park Float)
UPMC Senior Communities in Allison Park, Pennsylvania -
Emergency Department Patient Services Representative
UPMC Senior Communities in Williamsport, Pennsylvania -
Patient Services Representative
UPMC Senior Communities in Butler, Pennsylvania -
PATIENT SERVICES REPRESENTATIVE FT; 40hrs/wk) - Temple Physicians Inc @ Yardley
Temple University in Philadelphia, Pennsylvania -
Patient Services Representative- Hermitage
UPMC Senior Communities in Hermitage, Pennsylvania -
Patient Services Representative - CCP Monroeville
UPMC Senior Communities in Monroeville, Pennsylvania -
Patient Services Representative
UPMC Senior Communities in Sewickley, Pennsylvania -
Patient Services Representative, Full Time (Castle Shannon)
UPMC Senior Communities in Pittsburgh, Pennsylvania -
Patient Services Representative- Per Diem Physical Therapy Outpatient Locations
Pennsylvania Medicine in West Chester, Pennsylvania -
Emergency Department Patient Services Representative
UPMC Senior Communities in Pittsburgh, Pennsylvania -
Patient Services Representative (South Float)
UPMC Senior Communities in Mckeesport, Pennsylvania -
Senior Representative Patient Accounts - Patient Financial Services Professional
Penn State Health Milton S. Hershey Medical Center in Hershey, Pennsylvania -
Emergency Department Patient Services Representative
UPMC Senior Communities in Williamsport, Pennsylvania -
Patient Services Representative
UPMC Senior Communities in Erie, Pennsylvania -
Patient Services Representative, Full Time (Erie Nagle Road)
UPMC Senior Communities in Erie, Pennsylvania -
Emergency Department Patient Services Representative
UPMC Senior Communities in Farrell, Pennsylvania -
Patient Services Representative - CCP Express Care Washington
UPMC Senior Communities in Washington, Pennsylvania -
Patient Services Representative - CCP Neshannock
UPMC Senior Communities in New Castle, Pennsylvania -
Patient Services Representative
UPMC Senior Communities in Beaver, Pennsylvania