Client Services Representative - Fulfillment & Close - Full-time
| Hours | Full-time |
|---|---|
| Location | Pittsburgh, Pennsylvania |
About this job
Primary Functions of the Position:
+ Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
+ 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 requests
+ 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 engagements
+ Works closely with other teams within operations and throughout the bank to enhance current processes
+ Participates effectively in assigned projects
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 skills
+ Proficiency in Microsoft Office preferred
+ Keen attention to detail and understanding of loan process/system and applicable lending requirements
+ Analyticalproblem-solvingcapabilities
+ 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
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Full-time Jobs Part-time Jobs Gig Jobs Posting ID: 1286879665 Posted: 2026-08-21 Job Title: Client Services Representative