What are the responsibilities and job description for the Client Services Representative position at Noblesoft Solutions?
Full-time onsite role 8 AM- 5 PM Monday through Friday.
Office is located at Pittsburgh, PA.
Duties:
- The Client Services Representative – Fulfillment & Production 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 on a specific functional area of the Private Bank Fulfillment and Production team, such as application
- intake, document generation, processing modifications, or initializing money requests. 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, internal systems, and loan
documentation
• Works closely with all members of the Private Bank Fulfillment and Production 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
• Through excellent attention to detail and thoroughness, 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
Skills:
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
Education:
• Bachelor’s Degree required
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred