Client Specialist III
Remote · Miami, Florida, United States or United States
Miami, Florida, United States or United StatesRemoteFull TimeMid LevelBachelors DegreeMedium
Type
Full Time
Level
Mid Level
Education
Bachelors Degree
Company size
Medium
Job Summary
The Client Specialist III is responsible for supporting Relationship Managers and Portfolio Officers with loan processing and administrative tasks, enhancing customer service, and managing documentation for commercial loans and accounts.
Required Qualifications
- Bachelor’s Degree required or pursuing a Bachelor’s degree
- 3+ years of experience as a Lending Administrative Assistant
- Knowledge of banking regulations and loan documentation, including mortgages
- Basic analyzing Financial Statement knowledge
Desired Qualifications
- Formal credit training
- Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
Apply with one swipe on Sorce. We auto-fill applications and apply on your behalf — no cover letters, no 40-minute forms.
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.