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PNC · 2 days ago

Client Solution Specialist

CA - Irvine (92614)

Full-time

Onsite

Mid Level

$31K/yr - $72K/yr

3+ years exp

PNC is a leading financial services company dedicated to providing an exceptional customer experience. The Client Solution Specialist role involves supporting Underwriters and clients by maintaining effective relationships, assisting with loan fulfillment, compliance reporting, and ensuring data integrity across various bank systems.

BankingFinanceFinancial Services

No H1B

Responsibilities

Provides sales, service and execution support for new and ongoing client relationships

Gathers required documentation. Prepares, reviews and verifies documents and relevant information for accuracy

Performs common processing and ensures compliance with standard regulations and processes. May administer implementation plans

Acts as a point of contact for clients, client teams or service partners and escalates client implementation and servicing issues as necessary

Initiates, updates and verifies client, account, or transaction details in relevant systems/applications. Provides reports as needed

May perform general administrative support

Qualification

Client Relationship BuildingAnalytical SkillsLending SystemsEffective CommunicationProblem SolvingManaging Multiple PrioritiesCustomer Support PoliciesFlexibilityAdaptability

Required

Strong and effective verbal & written communication skills

Critical thinking skills

Analytical and problem-solving skills to reach resolution

Ability to multitask and adapt to change quickly

Experience collaborating and building relationships with partners across the Enterprise

Knowledge of key lending systems and applications (i.e. CapitalSteam, CLASS, ACBS, CUI, LINKS, Tableau)

Familiarity collecting financial statements, covenant monitoring and managing loan documentation

Roles at this level typically require an Associates or equivalent degree as well as related experience or product knowledge to accomplish primary duties

Typically requires 3+ years experience

In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered