Warehouse Client Services Specialist

1 month ago

Dallas, United States Sonabank Full time

Position Summary: This position is responsible for preparing loan worksheets, credit authorization summaries and financial spreads to evaluate customer's financial capacity. This role is also responsible for managing a pipeline of customers and completing renewals or modifications on loans.Essential FunctionsPrepare loan worksheet, credit authorization summary, and financial spreads to analyze financial data and quality of management to evaluate a customer's financial capacity.Manage pipeline assignments of new requests, existing customer renewals, and modifications.Ensure all new client credit submissions and approvals are set up in the system.Responsible for completing agreements based on credit approval.Send customer requests for renewal applications and track for return and completeness.Onboarding and customer training.Set up new warehouse lending customers on the warehouse platform.Train new customers on how to use the warehouse lending systems and offered products.Counterparty monitoring of current customers and approved takeout investors for covenants, performance, and watch list proposals.Develop and document standard operating procedures for internal audits and training purposes.Liaison between attorneys and customers ensuring all documents are complete and signed.Liaison between sales staff, relationship managers, and loan operations management.Regular, reliable, and predictable attendance.In person attendance required.Marginal FunctionsLead and participate in department projects as assignedDay to day customer serviceMaintain compliance with and adhere to all state and federal regulations and bank policies and procedures, including, but not limited to Bank Secrecy Act, FACT ACT, Community Reinvestment Act, and EEO/AA/Fair Employment Practices.All other duties as assigned.Minimum Educational & Experience Requirements Bachelor's degree in business or related field (preferred)3 years' experience in mortgage banking or mortgage warehouse lending operations, training, and/or sales management(preferred)Minimum Skill RequirementsKnowledge of Mortgage Banking Origination, Capital Markets, and how to process salesKnowledge of loan closing, loan underwriting, and loan salesExperience with process management and mortgage related data systemsHigh proficiency with loan sale settlement processAbility to communicate with internal and external customers and problem solveStrong analytical abilityPhysical DemandsIn terms of an 8-hour workday, "occasional" equals 1% to 33%, "frequent" equals 34% to 66%, and "continuous" equals 67% to 100%. However, some duties are performed monthly, annually, or sporadically throughout the year and are essential functions. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions of the position.Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computerContinuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer useContinuous communication: verbal and written, in-person, phone and electronicWork EnvironmentOffice setting with remote flexibilityEqual Opportunity Employer/Protected Veterans/Individuals with DisabilitiesThe contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

  • Warehouse Operations Specialist

    4 weeks ago

    Dallas, Texas, United States FARO SERVICES, INC. Full time

    Job OverviewFARO SERVICES, INC. is seeking a skilled and detail-oriented Warehouse Operations Specialist to join our team. This is a full-time position with a competitive hourly rate, starting at $30 an hour, depending on experience.Key ResponsibilitiesThe successful candidate will be responsible for maintaining and repairing forklift equipment, pallet...

  • Warehouse Operations Specialist

    1 month ago

    Dallas, Texas, United States Services of Hope Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Warehouse Operations Specialist to join our team at Services of Hope. As a key member of our warehouse operations, you will be responsible for ensuring the efficient receipt, storage, and shipment of goods.Key ResponsibilitiesReceive and process warehouse stock products, including picking,...

  • Driver/Warehouse

    22 hours ago

    Dallas, United States The Chefs' Warehouse Full time

    Job DescriptionJob DescriptionAbout The Chefs' WarehouseThe Chefs' Warehouse, Inc. (http://www.chefswarehouse.com) combines exceptional quality and brand building with broadline food service distribution for more than 35 years. With Protein, Specialty, Produce, and Broadline offerings, we service the most discerning chefs in a hybrid approach of...

  • Warehouse Maintenance Associate

    2 days ago

    Dallas, Texas, United States The Chefs' Warehouse Full time

    Job Summary:We are seeking a skilled and experienced Warehouse Maintenance Associate to join our team at The Chefs' Warehouse.About the Role:Main Responsibilities:Maintain a clean and safe working environment by performing various cleaning tasks, including sweeping, mopping, and vacuuming floors, as well as emptying trash and recycling bins.Operate a Stand...

  • Warehouse Associate

    1 month ago

    Dallas, United States The Chefs' Warehouse Full time

    Job DescriptionJob DescriptionAbout The Chefs' WarehouseThe Chefs' Warehouse, Inc. (http://www.chefswarehouse.com) combines exceptional quality and brand building with broadline food service distribution for more than 35 years. With Protein, Specialty, Produce, and Broadline offerings, we service the most discerning chefs in a hybrid approach of...

  • Warehouse Operations Specialist

    3 weeks ago

    Dallas, Texas, United States Capstone Logistics Full time

    At Capstone Logistics, we're seeking a highly motivated and skilled Warehouse Operations Specialist to join our team. In this role, you'll play a critical part in selecting products throughout our warehouse, utilizing various equipment such as electric pallet jacks, reach lifts, and forklifts. You'll also be responsible for accurate data entry and...

  • Customer Service Representative>

    6 months ago

    Dallas, United States The Chefs Warehouse Full time

    The Chefs' Warehouse - JobID: 44895 [Customer Service Representative] As a Customer Service Representative at The Chefs' Warehouse, you'll: Receive incoming calls from customers, emails, fax, voicemail, and enter orders into the system; Inform customer of items not ordered or out of stock per regular ordering process offering substitutions where available;...

  • Warehouse Worker/Driver Helper

    6 months ago

    Dallas, United States Services of Hope Part time

    Job briefWe are looking for a Warehouse Worker to participate in our warehouse operations and activities. Warehouse Worker responsibilities include storing materials, picking, packing and scanning orders. The goal is to increase efficiency, profitability and customer satisfaction.  Must be 21 or older.  CDL not required.ResponsibilitiesPrepare and complete...

  • Client Service Specialist, PC

    2 weeks ago

    Dallas, United States Holmes Murphy & Associates Full time

    Are you interested in the opportunity to grow and share your unique potential every day, a place that offers a holistic approach to your well-being, an environment that encourages volunteering, and a company with a culture where celebrating your and our client's success is just part of what we do? Well, you've come to the right place. We have an opening for...

  • Warehouse Operations Specialist

    14 hours ago

    Dallas, Texas, United States BZO Wheel and Tire Distributor Full time

    About the RoleWe are seeking a highly skilled Warehouse Operations Specialist to join our team at BZO Wheel and Tire Distributor. This role will be responsible for preparing customer orders for shipment, ensuring timely delivery, and maintaining a safe working environment.Key Responsibilities:Order Processing: Correctly process customer orders, prioritizing...

  • Warehouse Worker

    4 weeks ago

    Dallas, United States TX Citywide Professional Services Full time

    Summary: The Warehouse Worker is responsible for receiving and processing incoming stock/product, preparing and completing orders for delivery or pickup, and performing inventory and quality control Essential functions and responsibilities of the position may vary based on client requirements and business needs. Hiring Requirements: Must pass interview...

  • Delivery Driver

    1 month ago

    Dallas, Texas, United States Chefs Warehouse Full time

    Job SummaryWe are seeking a reliable and experienced Delivery Driver to join our team at Chefs Warehouse. As a key member of our delivery team, you will be responsible for ensuring timely and accurate deliveries to our clients. This role requires a strong work ethic, excellent communication skills, and a clean driving record.Key ResponsibilitiesEnsure...

  • Warehouse Equipment Specialist

    1 month ago

    Dallas, Texas, United States GEODIS Full time

    Job Title: Warehouse Service TechnicianAt GEODIS, we're seeking a skilled Warehouse Service Technician to join our team. As a key member of our maintenance team, you'll be responsible for ensuring the smooth operation of our warehouse equipment.Key Responsibilities:Analyze and diagnose equipment problems and breakdowns to identify the root cause.Recommend...

  • Client Services Specialist I

    4 months ago

    Dallas, United States Aon Full time

    Aon is hiring for a Client Services Specialist. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. This position will support Aon's Benefit Solutions, located in Dallas, TX. Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and...

  • Client Support Specialist

    1 month ago

    Dallas, United States Onbe Full time

    Onbe, a fast-growing FinTech, bringing innovation to a rapidly growing global marketplace, stands for "on behalf." Because that's exactly how we work: on behalf of our clients, as their comprehensive payments partner. We transform the way payments are imagined - as an opportunity for innovation, a source of insight to customers, and a way to connect with...

  • Client Services Specialist I

    2 months ago

    Dallas, United States Aon Full time

    Aon is hiring for a Client Services Specialist. As part of an industry-leading team, you will help empower results for our clients by delivering innovative and effective solutions. This position will support Aon's Benefit Solutions, located in Dallas, TX. Aon is in the business of better decisions: At Aon, we shape decisions for the better to protect and...

  • Delivery Driver Non CDL

    3 weeks ago

    Dallas, United States The Chefs' Warehouse Full time

    Job DescriptionJob DescriptionAbout The Chefs' WarehouseThe Chefs' Warehouse, Inc. (http://www.chefswarehouse.com) combines exceptional quality and brand building with broadline food service distribution for more than 35 years. With Protein, Specialty, Produce, and Broadline offerings, we service the most discerning chefs in a hybrid approach of...

  • Delivery Driver Non CDL

    1 month ago

    Dallas, United States The Chefs' Warehouse Full time

    Job DescriptionJob DescriptionAbout The Chefs' WarehouseThe Chefs' Warehouse, Inc. (http://www.chefswarehouse.com) combines exceptional quality and brand building with broadline food service distribution for more than 35 years. With Protein, Specialty, Produce, and Broadline offerings, we service the most discerning chefs in a hybrid approach of...

  • Warehouse Logistics Specialist

    14 hours ago

    Dallas, Texas, United States Hajoca Full time

    About Hajoca CorporationHajoca is one of the country's largest privately-held wholesale distributors of plumbing, heating & cooling, and industrial supplies. Founded in 1858, we are a company based on the principles of 'Service, Integrity, Reliability,' and on relationships of trust and support with teammates, customers, and suppliers.Our success is...

  • Warehouse Specialist

    14 hours ago

    Dallas, Texas, United States Hi-Line Full time

    Industrial Warehouse Job OpportunityWe are seeking a detail-oriented and results-driven Warehouse Specialist to join our team in an industrial picking and packing environment. This role involves receiving and re-packaging inbound inventory, pulling, packing, and shipping orders with high accuracy rates, cycle counting inventory, restocking inventory, and...