What are the responsibilities and job description for the Customer Service Specialist position at Compunnel Inc.?
Top 5 Skills/Experience:
1. Bachelors Degree (REQUIRED)
2. Proficient in Microsoft Office applications (Outlook, Excel, Word, etc.) and Adobe Acrobat
3. Communication Skills, fluent in English, clear written and verbal communication
4. Prior experience in Lending Operations within a Financial Services company is preferred
5. Technically adapt to working with new systems
Department Profile
Operations is one of the largest divisions in the firm and has diverse responsibilities, including correctly settling and recording millions of transactions per day, identifying and mitigating all operational risks, developing strong client relationships and partnering with technology to realize the full potential of IT and e-solutions. Throughout, the Operations department continually seeks ways to improve while actively supporting the development of new businesses, structures and markets.
Background on the Position
Private Banking Operations supports the Private Banking Group, providing operational support to the Bank and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management. The Operations Credit Support Analyst would be responsible for completing day-to-day operational tasks related to the origination and ongoing servicing of two of our lending products: E*TRADE Line of Credit (LOC) and Private-Share Lending (PSL).
Primary Responsibilities
- Accountable for daily operations and servicing for the Security
-Based Lending product ETRADE Line of Credit
- Perform functions related to maintaining and processing key client accounts updates
- Review specific loans/borrowers analytically looking for potential credit risks
- Follow the required actions as outlined in the Risk Governance Framework Policies & Procedures and other risk management processes
- Establish and maintain relationships with key stakeholders
- Perform other duties as assigned by the team
Skills Required
- Proactive self-starter with strong problem-solving skills and the ability to make quick decisions in a fast-paced environment
- Strong internal and external customer focus
- Highly effective oral, written, and interpersonal communication skills
- Working knowledge of Outlook, Word, and Excel
- Detail-oriented and keen to identify and mitigate risk within a process
- Strong team player with the ability to work across multiple teams and different regions
- Quick learner to be able to grasp concepts to perform the functions required
- Ability to communicate clearly in understanding key concept of risk underwriting
Experience
- Bachelor degree, ideally in Operations, Finance, Accounting, or business related fields
- Prior experience in Lending Operations within a Financial Services company is preferred
