Client Services Representative, Fulfillment & Close

Tasks

• Coordinate with counsel and compliance
• Coordinate with sales and portfolio teams
• Enhance bank processes
• Participate in assigned projects
• Prepare documents for loans
• Review loan documents
• Support client requests
• Verify document accuracy

Perks/Benefits

• Dental insurance
• Disability benefits
• Life insurance
• Medical insurance
• Paid time off
• Parental leave
• Retirement savings
• Vision insurance

Skills/Tech-stack

Analytical problem-solving | Attention to detail | Client Service | Document Review | Financial Services | Loan processing | Microsoft Office | Problem Solving | Process Improvement