Analyst at Northern Trust producing timely reports and financial statements for hedge fund clients. Mentoring junior employees and ensuring compliance with procedures and controls.
About the role
- Loan Servicing Analyst role focused on customer service for Celtic Bank's loan servicing. Handling inquiries, maintaining professionalism, and ensuring compliance with bank policies and regulations.
Responsibilities
- Provide superior customer service with timely responses and accurate information.
- Receive and respond to all incoming customer service-related matters, some examples of which may include balance inquiries and payment history; documentation requests; address changes; calculation of payoff quotes or amortization schedules; creation of memorandums and inter-departmental communication.
- Attend trainings to learn policies, procedures, loan products and types. Gain an understanding of the SBA, Celtic Bank departments, and SBA lending.
- Review, organize, and distribute all departmental mail including mail for service contractors and sponsors.
- Ability to maintain a great attitude and professional disposition with both internal and external parties, especially while handling deadlines, delays, and setbacks.
- Perform other duties as assigned.
Requirements
- Previous office experience and/or banking experience is strongly preferred.
- Detail oriented with the ability to communicate effectively with customers via phone and email.
- Outgoing personality with the ability to properly resolve customer concerns.
- Technical skills - including but not limited to Microsoft Office, internet, and SharePoint/OneDrive.
- Ability to learn quickly, adapt to new processes, and work in a collaborative environment.
- Ability to establish and maintain effective work relationships.
- Undergraduate degree preferred, but not required.
Benefits
- Medical, dental, vision
- 401(k) with employer match
- Life and long-term disability coverage
- HSA and FSA plans
- Holidays and paid time off requests
- Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!)
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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