SGS Technologie · 5 hours ago
Client Services Representative- Fulfillment (Loans)
Pittsburgh, PA
Contract
Onsite
Mid Level
4+ years expSGS Technologie is seeking a Client Services Representative - Fulfillment to effectively coordinate the end-to-end Private Banking loan account process while providing exemplary service and support to clients. The role involves data entry, loan documentation, and strong time management, requiring collaboration with various teams to enhance client experience.
AnalyticsAppsDigital MarketingInternetSEOSoftwareWeb AppsWeb DesignWeb DevelopmentWeb Hosting
Responsibilities
Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects
Qualification
Required
Full-time, onsite position, Monday–Friday, 8:00 AM–5:00 PM
Role closely aligned with a Loan Specialist I function
Responsibilities include data entry, loan documentation and modifications, and strong time management
Office located in Pittsburgh, PA 15219 (paid parking required)
Laptop provided; opportunity for extension based on performance and attendance
Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
Works closely with other teams within operations and throughout the bank to enhance current processes
Participates effectively in assigned projects
Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
Exceptional interpersonal and communication skills
Keen attention to detail and understanding of loan process/system and applicable lending requirements
Analytical problem-solving capabilities
Strong work ethic and ability to be self-directed
Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities
Bachelor's Degree required
Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Preferred
Prior experience in mortgage lending is a plus
Proficiency in Microsoft Office preferred
Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred
Company
SGS Technologie
SGS Technologies is a web design and development company that offers a range of web development and optimization services to its clients.
51-200 employees
H1B Sponsorship
SGS Technologie has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (21)
2024 (43)
2023 (49)
2022 (28)
2021 (32)
2020 (38)
Funding
Current Stage
Growth StageLeadership Team
Arun Venkatesan
CEO
Karthikeyan Lakshmanan, CSM
Client Partner
Recent News
Company data provided by crunchbase