Client Relationship Associate

1 month ago


Midvale, Utah, United States Apex Systems Full time
Job Title: Client Relationship Associate

We are seeking a highly skilled Client Relationship Associate to join our team at Apex Systems. As a Client Relationship Associate, you will play a critical role in supporting Loan Officers in the daily management of their loan portfolios.

Key Responsibilities:
  • Manage loan portfolios, including processing loan renewals and changes in terms.
  • Communicate with customers to request financial statements, credit reports, and income verification information.
  • Interpret documents to ensure compliance with bank requirements.
  • Compile and process monthly production reports.
  • Open and close accounts, and manage reporting exceptions.
  • Assist with loan processing, closing, and monitoring.
Requirements:
  • High School diploma or equivalent and experience in collections, customer service, preferably in banking or finance.
  • Basic knowledge of consumer and small business loans, credit cards, overdrafts, and collection processes.
  • Excellent customer service skills, solid verbal communication skills, and ability to be firm, direct, and concise.
  • Ability to work independently, prioritize, and organize work.
About Apex Systems:

Apex Systems is a world-class IT services company that serves thousands of clients across the globe. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package.

We are an equal opportunity employer and welcome applications from diverse candidates. If you have any questions or require an accommodation during the application process, please contact our Employee Services Department at [email protected].



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