Commercial Client Services Specialist

2 weeks ago


Brooklyn, New York, United States Nesco Resource Full time
Job Summary

The Lead Specialist plays a vital role in supporting commercial clients through telephone and written requests, processing commercial monetary transactions, and maintaining scheduled and non-scheduled loan services. The role focuses on providing excellent customer service to both internal and external clients while aiding in the growth and maintenance of the commercial portfolio.

Key Responsibilities
  • Administer procedures, analysis, and tasks related to product or process documentation, including filing, processing, and servicing.
  • Review and ensure proper documentation is used for complex activities, assisting less experienced employees as needed.
  • Identify and resolve moderate issues, escalating more complex problems to senior specialists or supervisors.
  • Provide customer service in response to billing inquiries, service requests, suggestions, and complaints.
  • Use independent judgment to recommend and implement solutions for complex issues, contributing to workflow improvements and process changes.
  • Research and resolve requests efficiently, ensuring timely communication of outcomes.
Day-to-Day Tasks
  • Process Dollar Transaction Forms and Loan Initial Funding Requests via the Centralized Funding process.
  • Balance general ledger entries using the Automated Posting Application (APA), working with the Accounting department to resolve discrepancies.
  • Post DDA entries via APA to Hogan system, issue cashier checks, and process outgoing wires as needed.
  • Handle requests in departmental Quest, databases, and KeyView system, including fee waiver requests and changes to indicative account information.
  • Perform maintenance on CLS, including setting up borrowing base ticklers and making other monetary and indicative system changes.
  • Review and take action on various reports to prevent customer impact and ensure system integrity.
Requirements
  • High School Diploma or equivalent experience required; Bachelor's degree in Finance or Accounting preferred.
  • 2 years of experience with strong knowledge of commercial loan servicing.
  • Solid understanding of accounting principles.
  • Familiarity with systems such as CLS/CL3 and LoanIQ.
  • Strong verbal and written communication skills, with excellent interpersonal skills.
  • Demonstrated leadership, judgment, and decision-making abilities.
  • Strong analytical, research, and problem-solving skills.
  • Ability to navigate multiple computer systems and solve complex challenges.
  • Knowledge of banking policies, procedures, and government regulations.
  • Ability to perform both scheduled and non-scheduled maintenance tasks.
  • Excellent customer service skills with the ability to manage difficult situations independently.


  • Brooklyn, New York, United States BCforward Full time

    Job Title: Lead Specialist-Commercial Client Services-Asset RecoveryWe are seeking a highly motivated Lead Specialist-Commercial Client Services-Asset Recovery to join our team in Brooklyn, OH.Job Summary:The Lead Specialist will be responsible for commercial client support functions through telephone or written requests, the timely processing of commercial...


  • Brooklyn, New York, United States US Tech Solutions Full time

    Job Title: Commercial Loan SpecialistWe are seeking a highly skilled Commercial Loan Specialist to join our team at US Tech Solutions. As a Commercial Loan Specialist, you will be responsible for providing exceptional customer service and support to our clients, while also ensuring the timely and accurate processing of commercial loans.Key...

  • Accounting Specialist

    3 weeks ago


    Brooklyn, New York, United States US Tech Solutions, Inc. Full time

    Job Title: Accounting Specialist - Commercial LoansUS Tech Solutions, Inc. is seeking a highly skilled Accounting Specialist to join our team. As an Accounting Specialist - Commercial Loans, you will be responsible for reviewing loan documentation, booking basic commercial loans, and providing exceptional customer service to internal and external clients.Key...


  • Brooklyn, New York, United States US Tech Solutions Full time

    Job OpportunityWe are seeking a highly skilled Commercial / SBA Loan Specialist to join our team at US Tech Solutions.Job SummaryThis is a 6-month contract position with the possibility of extension. The successful candidate will work Monday to Friday, 8am to 5pm ET, with one late shift per month from 11am to 7:30pm ET.Key ResponsibilitiesProvide expert...


  • Brooklyn, New York, United States Relation Insurance Inc Full time

    {"Job Summary We are seeking a highly skilled Client Service Specialist to join our team at Relation Insurance Inc. As a key member of our team, you will play a crucial role in delivering exceptional client service and support. Key Responsibilities Provide top-notch customer service to internal and external clients, business partners, and...


  • Brooklyn, New York, United States US Tech Solutions Full time

    Job OpportunityWe are seeking a highly skilled Commercial / SBA Loan Specialist to join our team at US Tech Solutions.Job SummaryThis is a 6-month contract position with the possibility of extension. The successful candidate will work 40 hours a week, Monday to Friday, 8am to 5pm ET, with one late shift per month from 11am to 7:30pm ET.Key...


  • Brooklyn, New York, United States Relation Insurance Inc Full time

    About Relation Insurance Inc.We are a leading insurance company with a strong commitment to excellence and a passion for delivering innovative solutions to our clients. Our dynamic culture and collaborative environment make us an exciting place to work.Job SummaryWe are seeking a highly motivated and customer-focused Client Service Specialist to join our...


  • Brooklyn, New York, United States Nesco Resource Full time

    Job Title: Commercial Loan SpecialistThis is an onsite position with the possibility of being hybrid after training.Job Brief:This position is responsible for reviewing loan documentation for complex commercial loan clients and booking basic commercial loans.The incumbent will participate as a team member dedicated to supporting the growth and servicing of...


  • Brooklyn, New York, United States US Tech Solutions Full time

    Job SummaryThis role is responsible for reviewing loan documentation for complex commercial loan clients and booking basic commercial loans. The incumbent will work as part of a team dedicated to supporting the growth and servicing of the Specialty lines of business, providing high-quality customer service to internal and external clients.Key...


  • Brooklyn, New York, United States Safe Horizon Full time

    Job Title: Client Advocate SpecialistSafe Horizon is seeking a skilled Client Advocate Specialist to join our team. As a key member of our Hotlines department, you will provide critical support and advocacy to victims of domestic violence, crime, and rape/sexual assault.Key Responsibilities:Conduct thorough assessments of clients' needs and develop...


  • Brooklyn, New York, United States Safe Horizon Full time

    Job Title: Client Advocate SpecialistSafe Horizon is seeking a highly motivated and compassionate Client Advocate Specialist to join our team. As a Client Advocate Specialist, you will be responsible for providing crisis intervention, advocacy, and support to victims of domestic violence, crime, and rape/sexual assault.Key Responsibilities:Conduct thorough...


  • Brooklyn, New York, United States HealthEcareers - Client Full time

    Job Title: Travel Nurse ICU SpecialistTalent4Health is seeking a skilled Travel Nurse ICU Specialist to join our team in Brooklyn, New York.Job Description & RequirementsSpecialty: ICU - Intensive Care UnitDiscipline: RNDuration: 14 weeks36 hours per weekShift: 12 hours, nightsEmployment Type: TravelActive New York State RN License required. Two years of...


  • Brooklyn, New York, United States Wealthy Recruiting Full time

    Unlock Your Potential as a Sales Executive in Commercial LendingWealthy Recruiting is seeking a highly motivated and experienced Sales Executive to join our dynamic team. As a Sales Executive in Commercial Lending, you will be responsible for driving sales and closing leads for our business funding solutions.Key Responsibilities:Engage with potential clients...


  • Brooklyn, New York, United States US Tech Solutions Full time

    Job Description:Maintain a high standard of quality in delivering client services, ensuring the retention and growth of the book of business.Develop and maintain in-depth knowledge of IA products and services, keeping clients informed of new products and related improvements.Administer the book of business with emphasis on client service and daily...


  • Brooklyn, New York, United States HSS Inc. Full time

    Empowering Families with Financial SecurityGlobe Life is a pioneering force in specialized financial services, dedicated to safeguarding families' assets and fostering a brighter future for every client.Role Overview:As a Benefits Representative, you will play a pivotal role in helping families protect their assets and secure their futures. You will embody...


  • Brooklyn, New York, United States BHIRED Full time

    BHIRED is seeking an experienced Commercial Lines Department Manager to lead its commercial insurance team. The ideal candidate will oversee the daily operations of the commercial lines department, ensuring policy issuance and renewals are completed accurately and in compliance with industry regulations. This role is crucial for providing exceptional...


  • Brooklyn, New York, United States BHIRED Full time

    Job Title: Commercial Lines Department ManagerBHIRED is seeking an experienced Commercial Lines Department Manager to lead its commercial insurance team.The ideal candidate will oversee the daily operations, ensure policy issuance and renewals are completed accurately, and maintain regulatory compliance.This role is crucial for providing exceptional customer...


  • Brooklyn, New York, United States AB Hires and Consulting Full time

    Job Title: Commercial Lines Department ManagerAbout the Role:AB Hires and Consulting is seeking a seasoned Commercial Lines Department Manager to lead our commercial lines team. As a key member of our team, you will be responsible for overseeing the commercial lines department, ensuring all policies are managed effectively, and providing exceptional client...


  • Brooklyn, New York, United States BHIRED Full time

    Job Title: Commercial Lines Department ManagerBHIRED is seeking an experienced Commercial Lines Department Manager to lead its commercial insurance team.Key Responsibilities:Oversee the daily operations of the commercial lines department.Manage the issuance and renewal of policies, ensuring compliance with industry regulations.Build and maintain strong...


  • Brooklyn, New York, United States US Tech Solutions Full time

    Job Title: Banking Reconciliations SpecialistUS Tech Solutions is seeking a highly skilled Banking Reconciliations Specialist to join our team. As a key member of our commercial loan servicing team, you will be responsible for ensuring the accuracy and timeliness of financial transactions.Key Responsibilities:Process commercial monetary transactions in a...