FCM & Client Support Specialist I

United Business Bank Career OpportunitiesOakland, CA
6d$24 - $26Onsite

About The Position

The FCM & Client Support Specialist I (FCM/CSS I) is an onsite position and does not have remote opportunities. The FCM & Client Support Specialist I (FCM/CSS I) is responsible for various activities relating to Client Support and documentation imaging. Summary of responsibilities include, loan file imaging, and monitoring financial and covenant tickler tracking process. This position is responsible for tracking, scanning and indexing loan documents into our FCM system, as well as assisting with callback as needed. The FCM/CSS I will assist clients, both internal and external, on various requests, and will serve those clients promptly, courteously and professionally at all times. This position will assist the Client Support Manager with projects and other duties as assigned. They will perform all duties accurately, timely and efficiently and according to bank policies, procedures and regulatory guidelines.

Requirements

  • High School Graduate.
  • General knowledge or understanding of lending process, documents, terminology, regulations and standard banking practices.
  • One or more years in Loan Operations or Loan Servicing industry.
  • Good communication skills.
  • Professional appearance, dress and attitude.
  • Good math skills.
  • Ability to use Microsoft Office software package.
  • Ability to operate standard office equipment including computer, adding machine, copy machine, fax machine, and telephone.

Nice To Haves

  • You are a self-starter with an entrepreneurial spirit who thrives in a team environment.

Responsibilities

  • loan file imaging
  • monitoring financial and covenant tickler tracking process
  • tracking, scanning and indexing loan documents into our FCM system
  • assisting with callback as needed
  • assisting clients, both internal and external, on various requests
  • assisting the Client Support Manager with projects and other duties as assigned
  • performing all duties accurately, timely and efficiently and according to bank policies, procedures and regulatory guidelines

Benefits

  • medical
  • dental
  • vision
  • 401K
  • long and short term disability insurance
  • flexible spending account
  • a generous vacation and sick policy
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