Private Banking Loan Operations

Overview

Major investment bank seeks Private Banking Loan Operations consultant for hybrid role in COPPELL, TEXAS.

Hybrid - 3 days on-site.

Bachelors Degree required.

Proficient in Microsoft Office and Adobe Acrobat.

Prior experience in Lending Operations within a Financial Services company is a major plus.

$31.00/hr - $31.25/hr

• Private Banking Operations supports the Private Banking Group, providing operational support to the US Banks and Broker/Dealer Lending Products, Deposit Products, Banking Services, Collateral Monitoring, Margin Operations and Vendor Management. You will be responsible for completing day‑to‑day operational tasks related to the oversight of vendor services supporting the US Banks, including mortgage origination services.
• Monitor and respond to appraisal escalation requests from Home Loans – review monthly reports and elevate to management when necessary.
• Provide client service to the field: handle incoming emails. Escalate issues to management and provide recommendations for resolution.
• Participate in projects and training when needed to take notes and meeting minutes.
• Analytical skills – ability to critically evaluate information gathered from multiple sources.

• Bachelor's Degree – ideal in Operations, Finance, Accounting, or business related fields.
• Prior experience in Lending Operations within a Financial Services company is a major plus.
• Proficiency in Microsoft Office and Adobe Acrobat.

Direct message the job poster from Asset Staffing.