Process Specialist

2 weeks ago


Schaumburg, United States Insight Global Full time

Title: Legal Assistant

Duration: 5 month contract with possible extensions

Location: 1475 East Woodfield Rd Suite 1100 Schaumburg Illinois 60173- fully on-site

Pay: 20/hr

Must Haves:

-Bachelors’ Degree and/or 3+ years of experience in a customer facing position or 3+ years of experience in banking or finance.

-Salesforce - working knowledge of

-Background with mortgage and/or commercial loans

-Legal expereince

Plusses:

-1-3 years of sales, finance, loan documentation or customer support experience

-Credit basics – working knowledge of

-UCCs- working knowledge of

Responsibilities:

-Validate and input account data within the system of record (Inventory Engine) to ensure accuracy.

-Ensure prospect applications and submitted application requirements are in accordance with TCFIF Legal, Compliance, and Credit policies, processes, and procedures.

-Obtain information to qualify new prospects including products and brands carried and distributors purchased from.

-Lead qualified prospects assigned to you through the customer onboarding process from application to activation which includes understanding applicant organizational structure, filing UCCs and administering system generated loan documentation.

-Maintain tracking, reporting, and forecasting of active pipeline.

-Actively expand and maintain product and brand knowledge.

-Collaborate effectively with internal and external customers.

-Other onboarding related tasks, responsibilities and special projects as needed



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