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Commercial Client Services Specialist

1 month ago

Cleveland, Ohio, United States NESCO Inc Full time
Job Summary

The Lead Specialist is a key member of a high-performing team responsible for commercial client support functions through telephone or written requests. The role involves the timely processing of commercial monetary transactions and scheduled/non-scheduled loan maintenance.

Key Responsibilities
  • Administer moderate procedures, analysis, tasks, and reporting related to documentation for products or processes.
  • Review and ensure proper documentation or procedures for complex activities; check the work of less experienced employees.
  • Identify and resolve moderate issues by following established guidelines; escalate complex problems to a Senior Specialist or supervisor.
  • Provide service regarding billing inquiries, service requests, suggestions, and complaints from customers.
  • Use independent thought to recommend and implement programs to solve complex issues and contribute to workflow or process changes.
  • Research requests to a logical conclusion and execute remedial action; communicate results effectively and timely.
Day-to-Day Tasks
  • Perform accurate and timely monetary processing (e.g., processing Dollar Transaction Forms and Loan Initial Funding Requests).
  • Balance general ledger entries via the Automated Posting Application (APA) to minimize account outages; work with the Accounting department to correct discrepancies.
  • Post DDA entries via APA to the Hogan system; send out cashier checks and process outgoing wires based on service requests.
  • Process requests via departmental Quest, databases, and KeyView system, including Fee Waiver requests and changes to indicative account information.
  • Perform maintenance transactions on the CLS system (e.g., setting up borrowing base ticklers and other monetary/indicative system changes).
  • Review and action various reports to mitigate potential customer impact issues and ensure system integrity.
Requirements
  • High School Diploma or equivalent work experience required; Bachelor's degree in Finance or Accounting preferred.
  • 2+ years of experience with a strong knowledge of commercial loan servicing.
  • Solid understanding of accounting principles.
  • Familiarity with systems such as CLS/CL3 and LoanIQ.