Operations Specialist

At-a-Glance:
Join a global financial institution as Operations Specialist in a dynamic and fast-paced environment.

Position Type:

• Contract
• Hybrid (3 days in office onsite required)

Required:

• Experience in financial services.
• Interest or familiarity in AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management, and Client Services.
• Ability to work operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime when needed.
• Ability to balance multiple priorities, operate in a demanding and fast-paced environment while demonstrating flexibility, adaptability, and personal accountability.
• Disciplined work ethic and an enthusiastic ‘can do’ attitude while delivering white-collar service.
• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences.
• Adaptable team player.
• Detail-oriented and ability to adhere to strict timelines.
• Strong organizational and time management skills.
• Ability to critically evaluate information gathered from multiple sources.
• Ability to proactively contribute towards continued improvements in control, operational efficiency, and industry initiatives.
• Strong Microsoft Office skills.
• 1–3 years of Financial Services, Banking Operations, Loan Operations, or Client Service experience.
• Experience handling loan servicing, loan processing, cash management, banking operations, or client inquiries.

Preferred:

• Familiarity with the financial markets and current regulatory landscape.
• Project management experience.
• Business analysis skills.

Responsibilities:

• Establish and maintain effective relationships to deliver world-class service to internal teams across multiple securities-based lending products.
• Support the department’s Phone Hotline and answer email correspondence related to the firm’s Liquidity Access Line & Express Credit Line lending products.
• Respond to field inquiries such as loan status, outstanding issues, and document the nature of phone calls.
• Meet Phone Performance Metrics such as Average Phone Handle Times, Quality/Accuracy, Professionalism, and Adherence to Phone Script.
• Review loan application and servicing requests to ensure appropriate information has been provided to conduct a review within Service Level Agreements.
• Communicate all missing information needed to progress the loans in the Pipeline.
• Reconcile and process monetary transactions as needed including the review of daily reports.
• Cross-train and be willing to learn new functions outside of your immediate scope in order to flex and provide coverage as needed.
• Train other new team members once proficient.
• Accomplish shared goals of the department and the bank.
• Perform other related duties as assigned by management.

If your background aligns with what we’re looking for, you may receive a call from Ava, our virtual recruiter, for a brief screening conversation. Ava will ask a few questions about your experience and interest in the opportunity.


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