PCB Residential Loan Servicer

• Works closely with senior level Loan Servicer(s), and the department supervisor, to ensure established processing timeframes are met and the department remains fully compliant with all rules/regulations instituted by the firm and various regulatory bodies.
• Interaction with High Net Worth clients, requiring a degree of specialized handling, with an attentiveness to client needs, is required.
• Extensive contact with both internal and external customers is required to obtain, clarify and provide facts and information to resolve client requests while providing a world-class client experience.

• Establishes loans, requiring significant attention to detail and varying in level of complexity, in the servicing system according to established procedures, as applicable.
• Reviews, analyzes, and executes high dollar client advance requests.
• Mitigate regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures
• Processes payment requests sent by clients and Financial Advisors.
• Sets up auto-pay in the core servicing system pursuant to client requests.
• Analyze the feasibility of client collateral release requests.
• Executes loan servicing responsibilities related to retail loan maintenance and monitoring.
• Monitors insurance coverage and follows up on other tracked items.
• Assists customers with inquires or issues via phone, email and other written correspondence.

• Entering transactions into an automated accounting system.
• Analyzing and adjusting transaction and account balance discrepancies.
• Gathering and compiling information.
• Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases.
•  Intermediate Excel experience required for reporting

• Identify and recommend solutions to routine loan accounting or loan servicing issues.
• Make routine decisions.
• Demonstrate efficiency and flexibility to perform detailed transactional tasks in a fast-paced work environment with frequent interruptions and changing priorities.
• Communicate effectively, both orally and in writing, with all organizational levels.
• Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line.
• Provide a high level of customer service.

• High School Diploma or equivalent with at least three (3) years of customer service experience. Experience in a contact center environment and college degree preferred.
• Any equivalent combination of experience, education, and/or training approved by Human Resources.

Salary : $18 - $24