Specialist, Bank Lending Operations
About The Position
The Specialist, Bank Operations applies knowledge skills and experience to perform daily bank lending solutions tasks. The role is responsible for handling day to day account open and account maintenance support, lending servicing, lending operations, and Mortgage and Home Equity Line of Credit (HELOC) product advancements. Charles Schwab Bank follows the three lines of defense model of risk governance. The Associate, Bank Operations is a first line of defense position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal Bank regulations in the context of their responsibilities.
Requirements
- 1-3 years of client service and/or operations experience
- Ability to learn and navigate new systems
- Willingness to work in a cross-functional team environment
- Ability to complete multiple tasks within defined timeframes
- Knowledge of banking regulations and policies
Responsibilities
- Provide functional support for lending operations and servicing processes.
- Complete all aspects of loan processing with the exception of underwriting
- Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience
- Handle inbound and outbound servicing phone calls with clients and Registered Investment Advisors (RIAs)
- Host phone calls with clients that are applying for Pledged Asset Loans
- Work closely with all Bank Services Team Managers to ensure applications, service requests and all operational activities are processed efficiently and accurately.
- Support all other Bank Lending processes and projects as needed to drive efficiency and build partnership
Benefits
- bonus or incentive opportunities
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
