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MidFirst Bank · 3 months ago

Private Client Loan Specialist I

Scottsdale, Arizona, United States

Full-time

Onsite

Entry Level

1+ years exp

MidFirst Bank is a financial institution seeking a Private Client Loan Specialist I to support the Private Bankers and clients within the Private Banking group. The role involves managing loan inquiries, processing credit card applications, and ensuring high-quality client service.

BankingVenture Capital

Responsibilities

Reviewing, researching, responding, and following up to all loan inquiries, concerns, and maintenance while providing high quality client service and support

Managing the credit card process from start to finish to include but not limited to; taking applications, adding/removing signers, online banking, and maintenance requests

Payment research and corrections, billing issues, auto debit, submitting phone payments, payoff requests, statements, online banking, managing past due loans, and fee waivers

Completing all requests in a timely manner, staying organized, being proactive, attention to detail, prioritization of duties, clear communication, team work, and meeting all client expectations

Process all loan wire and transfer requests

Perform miscellaneous job related duties as assigned

Qualification

Retail banking experienceClient-service skillsBank services knowledgeAnalytical skillsComputer skillsOutgoing personalityTeamworkAttention to detailWork ethic