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
