Client Services Representative - Fulfillment & Close

Tasks

• Ensure accurate document preparation
• Improve operations processes
• Manage financial transactions
• Participate in assigned projects
• Partner with internal teams and external counsel
• Prepare performance reports
• Reconcile accounts
• Review loan documentation
• Support client requests

Perks/Benefits

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

Skills/Tech-stack

Account Reconciliation | Analytical problem-solving | Document Review | Financial Reporting | Microsoft Office | Problem Solving