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