Job Description

SERVICE REPRESENTATIVE - SBL BANKING

THIS IS 100% REMOTE – FULL-TIME POSITION

Our client is a well-established and one of the fastest growing financial institutions in Massachusetts. They have successful and strong businesses in each of the three key banking areas – retail, mortgage, and commercial. They are looking for a strong API and RPA Architect and Software Developer.

ESSENCE OF THE POSITION

Our client is seeking an experienced service representative to support the Solutions Desk for the securities-based lending (SBL) business, which allows clients to borrow against the value of qualifying pledged securities in eligible brokerage account(s).

KEY RESPONSIBILITIES

· Help structure the Solutions Desk for the SBL business and create a culture of exceptional service and excellence.

· Understand the full product offering and lifecycle and help develop related solutions procedures and communications.

· Provide day-to-day assistance to customers and financial representatives by coordinating across various departments.

· Support the Credit Risk and Operations team by handling issues related to loan applications and existing lines of credit. Help with management and resolution of collateral maintenance calls.

· Conduct oversight and reporting duties as required, including preparation of any regulatory or management reporting.

· Present analysis and proposals around servicing improvements to senior leadership

QUALIFICATIONS

· Previous experience in a client service role, with securities-based lending or other financial services experience strongly preferred.

· Must be a proactive self-starter, willing to take accountability and support the development and expansion of a new business line.

· Client-centric individual, capable of working in a team environment.

· Strong problem-solving skills and ability to exercise prudent judgment making quick decisions in a fast-paced environment.

· Excellent interpersonal and communication skills

A LITTLE BIT ABOUT OUR CLIENT

Our client is an entrepreneurial centered organization. They value and truly take an interested in your career development. If you have the experience and drive then we invite you to apply to this career move!

Company Description

Our client is a successful, growing company. The company is a close knit group based mutual respect and support of each other.