Loan Specialist jobs in United States
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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.

DeliveryHuman ResourcesInformation Technology
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Growth Opportunities
Hiring Manager
Marina Besecky
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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

Loan process knowledgeClient service experienceMicrosoft OfficeAnalytical problem-solvingSelf-directedInterpersonal skillsAttention to detailOrganizational skillsTeam-oriented

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

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Revolution Technologies is a staffing and recruiting company that offers contract staff augmentation and permanent staffing solutions.

Funding

Current Stage
Late Stage

Leadership Team

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Ted Parker
Founder & Chief Executive Officer
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Miles Toshie
Executive Vice President/Partner
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Company data provided by crunchbase