Revolution Technologies · 1 day ago
Loan Specialist
Revolution Technologies is seeking a Loan Specialist to coordinate the end-to-end Private Banking loan account process while providing exemplary service and support to clients. The role involves working closely with various teams and stakeholders to ensure accurate data capture and enhance client experiences across all engagements.
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
Bachelor's Degree required
Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience
Preferred
Proficiency in Microsoft Office preferred
Company
Revolution Technologies
Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.
Funding
Current Stage
Late StageLeadership Team
Recent News
EIN Presswire
2025-12-17
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