Commercial Client Services
2 weeks ago
Position Title: Lead Specialist
Schedule:
- M-F, 8 AM - 5 PM ET
- Once a month, a late shift from 11:00 AM - 7:30 PM is required.
- Training: 100% on-site for the first 6 weeks; possible hybrid option thereafter.
Position 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. The team is dedicated to supporting the growth and servicing of the commercial portfolio while providing exceptional customer service to both internal and external customers. The Lead Specialist executes basic to moderate processing work following defined procedures and handles some complex issues as needed.
Primary 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 Include:
- 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.
Education & Experience 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.
Differentiating Skills:
- Excellent verbal/written communication and interpersonal skills.
- Strong judgment and decision-making abilities; demonstrated leadership skills.
- Strong analytical, research, and problem-resolution skills.
- Comfortable navigating multiple computer systems to solve complex challenges.
- Moderate knowledge of banking policies, procedures, and government regulations.
- Ability to perform complex scheduled and non-scheduled maintenance functions.
- Excellent internal and external customer service skills; proven ability to diffuse difficult customer situations independently.
-
Commercial Client Services Specialist
2 weeks ago
Brooklyn, New York, United States Nesco Resource Full timeJob SummaryThe 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...
-
Commercial Client Services
2 weeks ago
Brooklyn, United States Nesco Resource Full timePosition: Lead Specialist Schedule: Monday to Friday, 8:00 AM - 5:00 PM ET. Once a month, a late shift from 11:00 AM - 7:30 PM is required. Location: 4910 Tiedeman, Brooklyn, OH 44144 or 4224 Ridge Lea Road, Amherst, NY 14226 Training: 100% on-site for the first 6 weeks, with a possible hybrid option afterward. Key Qualifications: Bachelor's degree...
-
Commercial Client Services
2 weeks ago
Brooklyn, United States Nesco Resource Full timeJob Title: Lead Specialist Location Options: 4910 Tiedeman, Brooklyn, OH 44144 4224 Ridge Lea Road, Amherst, NY 14226 Hours: Monday to Friday, 8:00 AM - 5:00 PM ET Once a month: Late shift from 11:00 AM - 7:30 PM Training: 100% on-site for the first 6 weeks Possibly hybrid afterward Position Summary: The Lead Specialist is a vital...
-
Brooklyn, New York, United States BCforward Full timeJob 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...
-
Client Service Representative
4 weeks ago
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...
-
Client Service Representative
3 weeks ago
Brooklyn, New York, United States Relation Insurance Inc Full timeAbout 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...
-
Commercial Loan Specialist
2 days ago
Brooklyn, New York, United States US Tech Solutions Full timeJob 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...
-
Lead Specialist_ Comm Client Services
2 days ago
Brooklyn, United States Genesis10 Full timeGenesis10 is seeking a Lead Specialist_ Comm Client Services SBA for a 3-month on-site contract position with a leading client located in Brooklyn, OH. This role pays $23.00/HR W2 based on experience. This role can be located in either Brooklyn, OH or Amherst, NY. Work hours: M-F 8am - 5pm ET. Once a month, a late shift of 11:00am-7:30pm is required. ...
-
Client Administrator
6 days ago
Brooklyn, United States US Tech Solutions Full timeDuration: 4 months contract (with possible extension)Job DescriptionM-F 8 to 5 pm EST The Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related...
-
Brooklyn, United States BCforward Full timeLead Specialist-Comm Client Services- Asset RecoveryBCforward is currently seeking a highly motivated Lead Specialist-Comm Client Services- Asset Recovery for an opportunity in Brooklyn, OH! Position Title: Lead Specialist-Comm Client Services- Asset Recovery Location: Brooklyn, OH Anticipated Start Date: October 14 Please note this is the target date and...
-
Commercial Lines Department Manager
2 days ago
Brooklyn, New York, United States BHIRED Full timeBHIRED 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...
-
Commercial Lines Department Head
1 day ago
Brooklyn, New York, United States BHIRED Full timeJob 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...
-
Commercial Loan Specialist
1 month ago
Brooklyn, New York, United States US Tech Solutions Full timeJob 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...
-
Lead Specialist_ Comm Client Services
2 weeks ago
Brooklyn, United States Genesis10 Full timeGenesis10 is seeking a Lead Specialist_ Comm Client Services - Asset Recovery for a 3-month on-site contract position with a leading client located in Brooklyn, OH. This role pays $23.00/HR W2 based on experience. This role can be located in either Brooklyn, OH or Amherst, NY. Hours: M-F 8am - 5pm ET. Once a month, a late shift of 11:00am-7:30pm is...
-
Lead Specialist_ Comm Client Services
2 days ago
Brooklyn, United States Genesis10 Full timeGenesis10 is seeking a Lead Specialist_ Comm Client Services - Asset Recovery for a 3-month on-site contract position with a leading client located in Brooklyn, OH. This role pays $23.00/HR W2 based on experience. This role can be located in either Brooklyn, OH or Amherst, NY. Hours: M-F 8am - 5pm ET. Once a month, a late shift of 11:00am-7:30pm is...
-
Commercial Lines Department Manager
13 hours ago
Brooklyn, New York, United States AB Hires and Consulting Full timeJob 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...
-
Commercial Lines Department Manager
2 days ago
Brooklyn, New York, United States BHIRED Full timeJob 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...
-
Commercial Loan Specialist
2 weeks ago
Brooklyn, New York, United States Nesco Resource Full timeJob 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...
-
Client Administrator
2 weeks ago
Brooklyn, United States Nesco Resource Full timeJob Title: Client AdministratorJob Description M-F 8 to 5 pm ESTThe Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related improvements, while...
-
Client Administrator
2 weeks ago
Brooklyn, United States Nesco Resource Full timeJob Title: Client Administrator Job Description M-F 8 to 5 pm EST The Client Administrator (CA) The CA will administer this book of business with emphasis on client service and daily administrative duties. The CA must develop and maintain in-depth knowledge of IA products and services and keep clients informed of new products and related...