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Senior Specialist, Client Processing

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United States
Work type
Hybrid
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Senior Specialist, Client Processing

We’re seeking a future team member for the role of Senior Specialist, Client Processing - Loans Enablement to join our Loans Enablement Operations team. This role is located in Pittsburgh, PA.

In this role, you’ll make an impact in the following ways:

  • Perform routine and non-routine On Balance Sheet Loan Operations functions
  • Interact with other organizational units/teams to ensure timely delivery of service or resolution of issues
  • Process account related transactions per scheduled events/client authenticated direction
  • Manage situations requiring adaptation of response or extensive research according to client response, escalating more complex situations to senior colleagues
  • Ensure team is trained on daily tasks, coverage is adequate for volume/staff fluctuations, and team’s work is completed timely and within quality standards

To be successful in this role, we’re seeking the following:

  • Bachelor's degree in Finance, Business, or a related field.
  • Typically 5-7 years of experience.
  • 3+ years of loan operations experience preferred
  • Leadership experience preferred
  • Soft Skills:
  • Organizational skills to ensure team is adequately trained for coverage on all tasks
  • Analytical and problem-solving abilities to handle complex operational scenarios and team escalations
  • Communication and interpersonal skills to effectively collaborate across teams to problem-solve operational issues and initiate process improvements
  • Ability to leverage technology for process improvements
  • Familiarity with technical applications to include, but not limited to, Microsoft Office applications, Loan IQ, AFS, AIM

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