Commercial Client Services Specialist
6 days ago
We are seeking an experienced Loan Servicing Team Member to join our team at Nesco Resource. This is a key position responsible for commercial client support functions through telephone or written requests.
Job Responsibilities- Process 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.
- 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).
- 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.
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