Client Services Analyst

Description

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Client Services Analyst
Contract: Brooklyn, Ohio, US
Salary: $25.00 Per Hour
Job Code: 354588
End Date: 2024-11-02
Days Left: 17 days, 3 hours left
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Position Details:
Industry Banking Services
Job Title Lead Specialist -General Ledger Specialist
Work Location Brooklyn, OH - 44144
Duration 6 months
Position Summary

• The Lead Specialist, an integral part of a high-performing team, is responsible for commercial client support functions through telephone or written requests, the timely processing of commercial monetary transactions, and scheduled and non-scheduled loan maintenance.
• Our team is dedicated to supporting the growth and servicing of the commercial portfolio, while providing stellar customer service to internal and external customers alike.
• Under some supervision, the Lead Specialist is primarily focused on execution of basic to moderate processing work following defined procedures with some expansion to complex issues based on development.
• The Lead Specialist is also responsible for moderate operational and/or administrative work requiring occasional decision-making and will escalate issues as needed.
• Individuals in this position should have a basic to moderate understanding of commercial loans and commercial loan servicing.

Overview of Primary Functions

• Administers moderate procedures, analysis, tasks and reporting for filing, recording, processing, servicing, recording, and/or organization of documentation associated with a product or process
• Reviews and ensures proper documentation or procedures are used for complex activities and also checks the work of less experienced employees
• Identifies and resolves moderate issues by following established guidelines.
• Refers more complex problems to Senior Specialist or supervisor.
• May provide service in relation billing inquiries, service requests, suggestions and complaints from customers
• Uses independent thought to recommend and implement programs to solve complex issues, contributes to work flow or process change and redesign, and forms a strong understanding of the specific product or process
• Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.
• Other duties as assigned, including performance of special tasks and follow up for accurate and timely completion of transactions

Day-to-Day Tasks Include

• Perform accurate and timely monetary processing as indicated. This includes the processing of Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process
• Balance general ledger entries via Automated Posting Application (APA) to minimize account outages and work with the Accounting department to correct discrepancies in a timely manner.
• Post DDA entries via APA to Hogan system, send out cashier checks and process outgoing wires as needed based on service requests
• Process requests received via departmental Quest, databases and KeyView system including Fee Waiver requests and changes to indicative account information.
• This would also include transactions such as reapplication of payments, research of missing or misapplied payments, and producing payment history statements
• Perform maintenance transactions on CLS including, but not limited to, setting up borrowing base ticklers, Advance Paydown ticklers and other monetary and indicative system changes.
• Careful and timely review and action of various reports to alleviate potential customer impact issues and to ensure system integrity

Education, Experience, & Differentiating Skills

• High School Diploma or equivalent work experience required. Bachelors degree in Finance or Accounting preferred
• 2+ years of experience and a strong knowledge of commercial loan servicing
• Demonstrates solid understanding of accounting principles
• Familiarity with systems such as CLS/CL3 and LoanIQ
• Proven excellent verbal/written communication and interpersonal skills
• Excellent judgement and decision-making skills, demonstrated leadership skills
• Strong analytical, research, and problem resolution skills
• Comfortable navigating multiple computer systems and applications to utilize resources to draw conclusions & solve complex challenges
• Moderate knowledge of banking policies, procedures, government regulations
• Ability to perform complex scheduled and non-scheduled maintenance functions
• Excellent internal and external customer service skills and proven ability to diffuse difficult customer situations independently

Job Requirement

• commercial loan
• commercial loan servicing
• general ledgers
• financial services

Reach Out to a Recruiter

• Recruiter
• Email
• Phone
• Srividhya M

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