PCB Client Support Specialist I - RJ Bank
Core
Assists internal and external clients with inquiries and issues regarding Private Client loans, including Residential Mortgages, HELOCs, and Securities Based Lines of Credit.
Role type
Junior loan support specialist
Builds
Retail loan maintenance and monitoring services
Domain
Financial services / Private banking
Deliverable
client delivery
Required skills
loan servicing, payment processing, collateral analysis, automated accounting systems, regulatory compliance
Preferred skills
multi-state retail loan practices, basic accounting concepts
Technologies
automated accounting systems, spreadsheets, databases, ACD telephone systems
Responsibilities
Assist clients with loan inquiries via phone and email; process payment requests; analyze collateral release feasibility; execute loan servicing and monitoring; mitigate regulatory and operational risk.
Seniority
Entry-level, supervised IC
