Remote Financial Loans and Funds Client Relations Specialist

Location: Illinois

Compensation: To Be Discussed

Staff Reviewed: Sun, Jan 03, 2021

This job expires in: 11 days

Job Category: Consulting

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

A financial services company has a current position open for a Remote Financial Loans and Funds Client Relations Specialist.

Must be able to:

  • Manage operations team to ensure efficient, seamless on-boarding, underwriting and closing processes
  • Serve as a primary point of contact with borrowers and builds lasting relationships
  • Review loan file to verify procedures per guidelines

Skills and Requirements Include:

  • Excellent computer skills and proficient in excel, word, outlook, and Salesforce
  • High School Diploma
  • 5 years of relevant experience in the financial services and/or real estate industry
  • Experience in leading / managing transaction teams and customer interactions
  • In-depth knowledge of the loan closing process
  • Excellent interpersonal skills with a collaborative working style

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