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Lead Specialist

Company: Strategic Systems Inc
Location: Cleveland
Posted on: May 6, 2021

Job Description:

Working within a cross site team in a face paced environment, this position is responsible for responding to external and internal loan servicing requests following loan regulatory requirements and Consumer/Privacy laws. Use fair and reasonable judgment when interpreting and disclosing client relationships. Works within and complies with established operational and compliance quality standards and service levels at a highly productive level. The team services loans and lines of credit from the time they are funded and booked on our banking system until they payoff.Essential Job Functions:Complete requests received from branches and the contact center keeping within the department service level agreement.Perform accurate and timely maintenance on loans and lines of credit accounts based on the request received. Examples of the requests received: Due Date Changes, Payoff Quotes, Extensions, ACH set up /cancellation, Payment Reapplication, Name, Address changes.Complete the maintenance accurately so no General Ledgers are impacted. If notified from accounting, (balancing team) work to correct any discrepancies in a timely manner.Perform careful and timely review of various reports to alleviate potential customer impact issues and to ensure system integrity. Take appropriate action to address issues.Research requests to a logical conclusion and execute remedial action. Communicate to the requester the results of research and resolution of the problem effectively and timely.Actively seek opportunities to improve process efficiency, quality and the client experience. Communicate ideas appropriately to effect real change.Provides world class customer service to internal and external customers through total adherence to the Key Values and Key Difference conceptsIdentify major and minor issues/problems and communicate to appropriate managementAssist other team members with daily workload to ensure timely completion and achievement of work team assignments.Actively pursue development of self to better support team and future advancement.Meet goals as statedOther duties as assignedSkill/Experience/EducationMandatory--- Experience working in an production based environment --- High School, some college --- Ability to establish and maintain effective working relationships among team members and product and support partners.Ideal Candidate--- Bachelor's degree or equivalent experience,--- Proficiency in Microsoft Office products such as Excel and Word--- 1+ years related job experience with knowledge of bank loan and deposit products.

Keywords: Strategic Systems Inc, Cleveland , Lead Specialist, Other , Cleveland, Ohio

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