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Client Service Specialist - (San Francisco, CA)

Overview:Responsible for assisting Relationship Managers and Loan Specialists with day to day duties which may include a variety of analytical and customer service oriented tasks. The position represents a liaison between Relationship Managers and Private Banking Officers, lending personnel and clients.Responsibilities:Support the loan process:. Prepare pre-approval letters . Gather loan documentation on the ---needs list---, request missing items from clients . Set up initial loan file in Power Lender . Identify cross sell opportunities to the RMD . Pulls Credit via CBC when applicable Provide excellent customer service:. Follow-up with clients to ensure loan files proceed in timely fashion . Respond to client inquiries . Follow-up with delinquent clients . Mail out loan applications . Respond to incoming calls Assist with special marketing projects:. Coordinate distribution of marketing mailers. Contact customers to explain new marketing campaign


Posted in San Francisco, CA, Real Estate
From TopUSAJobs - 1 month ago