What are the responsibilities and job description for the Customer Service Operations Specialist- Securities Based Lending position at Procom?
Customer Service Operations Specialist (Securities Based Lending)
On behalf of our Financial Services client, Procom is searching for a Customer Service Operations Specialist- Securities Based Lending for a 6-month role. This position is an onsite position at our client's Minneapolis office.
Job Description :
Join the US Wealth Management team as a Customer Service Operations Specialist focused on Securities Based Lending. This role involves handling inquiries related to Credit Access Lines, verifying terms and processing transactions during promotional periods.
Responsibilities :
- Take phone and email inquiries from the field and clients regarding their Credit Access Lines
- Verify terms, amounts, and instructions for draw requests during our promotion period
- Process bookkeeping entries for transactions
Mandatory Skills :
Nice-to-Have Skills :
Assignment Length :
This is a 6-month contract position.
Start Date : ASAP
Assignment Location :
Minneapolis, Minnesota, United States, onsite position.
