Customer Service Specialist, Commercial & Wholesale Operations, Melville, NY

Customer Service Specialist, Commercial & Wholesale Operations, Melville, NY - 2003374##DescriptionThe primary function of the Commercial & Wholesale Operations Specialist is selected activities in the loan/letter of credit booking, funding, payments and maintenance process for the defined lines of business, or executing specific related controls, utilizing the systems and processes defined by management.Responsibilities:Provides excellent customer service to internal and external customers.

Executes commercial loan requests received from business areas supported by the department.

Executes transactions required by reports and incoming maintenance requests.

Files documentation accurately.

Identifies and resolves problems within established guidelines.

Performs dollar transactions, collateral setup and maintenance, and quality review.

Processes specific transactions involving booking and servicing commercial loans.

##QualificationsBachelor's Degree or equivalent work experience - Business or equivalent degree.

0-3 years - Working knowledge in Company's documentation and banking operations.

Ability to adapt quickly and be a team player

Ability to meet deadlines

Solid communication, good organizational skills, and attention to details

Solid knowledge/skills of Microsoft Office Suite and various bank systems

Strong knowledge of the Syndicated and Commercial Loan products and markets

Working knowledge in Commercial Banking

May frequently require minimal physical effort such as sitting, standing, and walking

Collects data and relevant facts to communicate problems

Presents the general outline and direction of the solution

Demonstrates the organization’s customer service standards

Ensures all tasks are carried out correctly

Learns from past mistakes and ensures that they are not repeated in similar future situations

Learns about and diligently follows established risk management policies, processes and procedures

Openly and proactively shares information

Responds promptly to customer inquiries

Takes responsibility for issues and, with assistance, works to find a solution

Understands the central role the risk management function plays in the organization environment

Learns to identify and flag items non-compliant with regulations

Works effectively in team settings

Shows appreciation for others' help and lends a hand when needed to complete shared tasks

Job : Business OperationsPrimary Location : New York-Melville-330 South Service Road- Suite 118 - 06512 - Melville-Corp##Organization : SBNA Operations (5000)Schedule : Full-timeJob Posting : Oct 15, 2020, 5:49:59 PMAN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO