Mid Office Services Specialist
Job Summary
The Mid Office Services Specialist acts as a loan coordinator for the private bank team, managing the end-to-end loan process from application to booking. This role involves coordinating with banking advisors and partner teams such as underwriting, doc prep, and funding while ensuring accurate documentation and regulatory compliance. The position requires strong attention to detail and may involve direct interaction with clients to resolve complex requests.
Responsibilities
- Manage loan processes from application to booking
- Review and verify documentation for accuracy
- Resolve complex client requests
- Coordinate with underwriting and funding teams
Required Skills
- Lending operations knowledge
- Risk management
- Financial analysis
- Attention to detail
- Problem-solving
Job Details
### Job Responsibilities
- Complete a variety of highly technical, complex, client transactions under limited guidance.
- Review documentation for completeness and accuracy, interpreting information for correct coding and adherence to established policies and procedures.
- Proactively identify and manage risk, involving external and internal counsel as needed and other business units.
- Meet directly with clients and internal/external partners to address and resolve various matters relating to client requests.
- Serve as the point person for all internal partners on matters pertaining to middle-office processes for complex client requests.
- Actively seek out and engage in continuing education to support skill-building and development of overall knowledge.
### Qualifications
- University/college degree with < 1 year of professional experience, or a comparable combination of education, job-specific certifications, and experience.
- Lending experience and knowledge of lending processes are highly preferred.
- Customer-focused mindset with the ability to create customized customer solutions.
- Proficient in managing risks associated with business objectives.
### Preferred Skills & Competencies
- Corporate Accounting, Credit Risk Analysis, Decision Making, Financial Management, Financial Operations, Results-Oriented, Revenue Recognition.
- Accuracy and Attention to Detail, Customer Support Policies, Standards and Procedures, Decision Making and Critical Thinking, Effective Communications, Flexibility and Adaptability, Managing Multiple Priorities, Problem Solving.