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Client Service Specialist

Posted about 2 months ago

Contract Opportunity with a FULL suite of benefits!

Position: Residential Client Service Specialist 
Location: Los Angeles, CA 90067
Term: 12 Months

Day-to-Day Responsibilities:

  • Provides support to our Relationship Managers as well as building a relationship with the borrower.
  • Communicates with Relationship Managers on pipeline reports to ensure timely preparation of the loan process.
  • Assists with collection of application items, including ordering credit, entering the application, requesting financials and/or other documents required for loan approval, customer follow up, and application tracking.
  • Directs customers through the loan process, often working with complex loans.
  • Monitors loans and ensures that information including, financials, guarantor information, tax returns, etc. are obtained. Partners with Relationship Manager to discuss past due items. Contacts clients to request missing items.
  • Leads a variety of customer services activities including responding to requests, researching discrepancies, and resolving issues.
  • Ensures compliance with banking policies, lending practices and regulatory process statutes, such as Patriot's Act, Reg B, HMDA, etc.
  • Maintains knowledge of banking/Lending products and services, as well as knowledge of the industries or market areas served.
  • Acts as a main point of contact on daily operational questions for processing team.
  • Assists in training of new lending assistant staff and mentoring of existing lending assistant staff. Acts as a main point of contact on daily operational questions for lending assistant team.
  • Assists with additional duties as assigned.
  • Complies with all related Federal, State and Industry laws and regulations pertaining to Banking.
  • Experience with many types of client tax returns, understanding W-2, K-1 and various types of cash flow analysis.
  • Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and updates based on verified information
  • Attend any and all branch/team meetings as requested.
  • Provide sales and service support (i.e., create, review and distribute various client reports and presentations or assist with client events); may be for current clients or prospects.
  • Research and respond to client inquiries and/or problems of high net worth clients, including account change requests; escalate issues as appropriate.
  • Assist with phone calls to prospects and clients, schedule all client-related appointments, and coordinate client mailings/invitations to company events
  • Provide general administrative support such as managing logistics and refreshments for meetings, answering incoming telephone calls, managing incoming emails/faxes, filing, submitting business expense requests, schedule appointments and distributing mail.


Is this a good fit? (Requirements):

  • Prefer a minimum of 3-5 years of experience as a loan partner/loan officer assistant or processor with hands on knowledge of loan products and guidelines.
  • Thorough knowledge of and experience in lending techniques and practices, loan documentation, compliance with federal and state regulations pertaining to the banking industry and lending products and services
  • Sound judgment and autonomous decision making ability
  • Ability to effectively communicate with prospective customers and existing customers and banking associates
  • Ability to maintain a high degree of confidentiality
  • Excellent customer service and a positive attitude.
  • Ability to work under minimal supervision, dependable and self-motivated.
  • Available to work varying hours and overtime as needed
  • Must become state-licensed through the NMLS
  • Ability to prioritize multiple tasks in a deadline-driven environment; strong sense of urgency and responsiveness.
  • Strong teamwork and partnering skills with ability to effectively manage the expectations of multiple internal/external constituents.
  • Excellent analytical skills; ability to quickly understand complex problems and recommend solutions.
  • Effective written and verbal communication/presentation skills. Basic computer skills are required.
  • Proficient in Microsoft Office (i.e. Word, Excel, Outlook, PowerPoint
  • Additional work experience with an emphasis on customer service preferred.
  • Must be able to review and analyze data reports and manuals; must be computer proficient.
  • Must be able to communicate effectively via telephone and in person.



About our client:
Founded in 1985, our client and its subsidiaries offer private banking, private business banking and private wealth management, including investment, trust and brokerage services. Join a team that continues to make significant investments in its digital solutions, including upgrading our consumer-facing technology.

Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at MATRIX_HR@MatrixRes.com. To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.