Client Support Professional
| Company | Wintrust |
|---|---|
| Location | Pleasant Prairie, WI, USA |
| Salary | $42000 – $58000 |
| Type | Full-Time |
| Degrees | |
| Experience Level | Mid Level, Senior |
Requirements
- Minimum 3-5 years’ banking experience with strong knowledge of account opening, commercial loan servicing a plus
- Exceptional customer service skills
- Strong verbal and written communication skills
- High level of organization and time-management with keen attention to detail and the ability to respond quickly to changes in priorities and tasks
- Proficient in MS Office including Excel and Word; familiarity with FIS, Salesforce, and/or ACBS a plus
- Knowledge and understanding of various loan documents, banking processing standards, best practices, and audit control procedures
Responsibilities
- Provide administrative support for 3-5 Lenders with standard portfolios within a specific market
- Process daily customer requests via phone and/or system such as account opening, balance inquiries, wire processing, advances, transfers, payoffs and pay downs on loans
- Troubleshoot and investigate customer issues and onboard new clients
- Support Relationship Managers by answering calls, preparing loan packages, data entry, tracking vendor invoices and gathering information to resolve issues or complete projects
- Ensure all regulatory and compliance requirements are met
Preferred Qualifications
- Familiarity with FIS, Salesforce, and/or ACBS a plus