Banking Services, Customer Support/Service, Data Entry, Detail Oriented, Identify Issues, Leadership, Lift/Move 20 Pounds, Lift/Move 30 Pounds, Loan Policy, Marketing/Sales Collateral, Microsoft Excel, Microsoft Outlook, Microsoft Product Family, Mortgage, Pivot Chart, Pivot Tables, Presentation/Verbal Skills, Problem Solving Skills, Reporting Skills, Systems/Internals Programming, Time Management, Vlookups, Writing Skills
Customer Service Specialist
Immediate need for a talented Customer Service Specialist with experience in the Banking Industry. This is a 12+ Months contract opportunity with long-term potential and is located in St. Paul, MN.
Key Responsibilities:
- Maintain excellent written and verbal communication with the customer to obtain all the necessary information to complete daily tasks.
- Researches various document related questions for Document Custody Services clients to ensure the quality of the collateral review and compliance with custodial agreements.
- Lead assigned projects, identify potential issues, problem solve, and know when to escalate
- Reviews mortgage documents, e.g. mortgage notes, endorsements and riders, deed of trust, title policies, loan assignments, etc., for accuracy and noting exceptions on SOR.
- Data entry, generate reports, and deliver to customer.
- Labeling files, organizing carts, sorting/filing documents, and completing inventories
- Operating internal programs for research and activity movements of files and/or documents
- Communicate with various levels of staff in all areas of the office to promote collaboration
- Meet deadlines and daily production requirements.
Key Requirements and Technology Experience:
- College degree or equivalent work experience in financial industry.
- Ability to push, pull, and/or lift 20-30lbs, sitting for long periods (75-100% of working day), able to bend or squat, and willingness to climb step ladders up to 10 feet high.
- Solid and proven customer service skills, including written and verbal (phone or in-person)
- Strong attention to detail, ability to meet deadlines, adapt to new processes, take direction, work independently but work with leadership and peers.
- Capacity to complete repetitive tasks daily and meet production goals, including deadlines
- Intermediate to Advanced knowledge of Microsoft applications, including Outlook and Excel (vLookups, Pivot Tables, Charts, etc.).
- Familiarity with mortgage documents preferred, familiarity with SOR: emBTRUST a benefit
- Well-developed ability to identify and resolve/escalate problems.
- Work independently and able to work with team to meet goals and deadlines.
- Strong time management, organization, and problem-solving skills.
Our client is a leading Banking Industry and we are currently interviewing to fill this and other similar contract positions. If you are interested in this position, please apply online for immediate consideration.