- Assists Workout Officers with transaction histories, pull statements, account transfers, payments, requesting payoff letters, QPR's, loan sales, daily overdrafts, etc.
- Assists with Compliance requested items during exams to gather data / files
- Handles daily limited customer requests via phone and/or system such as account opening, account closing, fraud, etc.
- Performs advances, transfers, payoffs and pay downs on loans
- Meets expectations set for compliance testing related to Workout banking regulations
- Collaborates with internal operational and portfolio management areas to respond to client needs in a timely manner and take immediate action to address issues as they arise, escalating when appropriate.
- Participate and sometimes lead projects as needed.
- Adheres to process standards and documented procedures.
- Loan Closes, modifications and or extensions
- Weekly delinquency reporting
- Bachelor's Degree or equivalent work experience
- 3-5 years of customer service or business process experience
- 0-3 years of experience with Microsoft Office (Outlook, Excel, and Word)
- Ability to exercise sound judgment and make prudent decisions
- Ability to identify and resolve exceptions and to interpret data
- Ability to manage multiple tasks/projects and deadlines simultaneously.
- Exceptional communication skills (verbal, written, presentation, and interpersonal)
- Fluid in adapting to and embracing change for themselves and with others
- Proven customer service/relations skills
- Ability to work well with all levels of management and internal departments.
- Well organized, detail oriented and exceptional problem solving and follow-through skills.
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Client Support Representative - Harrisburg, United States - Santander US
Description
Client Support Representative - WorkoutCountry:
United States of America
Summary
The Workout Client Support Representative provides day-to-day support and service to assigned Workout Officers.
This position conducts follow up on all paperwork submitted to ensure it is completed accurately and in a timely manner by internal supporting departments.
High paced environment with quick turnaround and ability to switch gears when needed to prioritize next steps for the day.
Responsibilities
Qualifications
Diversity & EEO Statements
At Santander, we value and respect differences in our workforce and strive to increase the diversity of our teams. We actively encourage everyone to apply.
Santander is an equal opportunity employer.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status or any other characteristic protected by law.
Working Conditions
Frequent Minimal physical effort such as sitting, standing and walking. Occasional moving and lifting equipment and furniture is required to support onsite and offsite meeting setup and teardown. Physically capable of lifting up to fifty pounds, able to bend, kneel, climb ladders.
Employer Rights
This job description does not list all of the job duties of the job. You may be asked by your supervisors or managers to perform other duties. You may be evaluated in part based upon your performance of the tasks listed in this job description. The employer has the right to revise this job description at any time.
This job description is not a contract for employment and either you or the employer may terminate at any time for any reason.
EnglishPrimary Location: Harrisburg, PA, Harrisburg
Other Locations: Pennsylvania-Harrisburg,New Jersey-Trenton
Organization: Santander Bank N.A.
AN EQUAL OPPORTUNITY EMPLOYER M/F/Vet/Disabled/SO