Client Services Representative, Fulfillment & Close

Primary Functions of the Position:

+ Have a working knowledge and understanding of all the documents that are reviewed for new and existing loans
+ Ensures that the proper documents have been prepared accurately and precisely based upon the supporting documentation
+ Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client requests
+ Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with loan documentation
+ Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
+ Works closely with other teams within operations and throughout the bank to enhance current processes
+ Participates effectively in assigned projects

Education and Experience Requirements:

+ Bachelor’s Degree, or equivalent...

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