Job Description
Job description
About Us: We are a leading private lending firm specializing in personalized financial solutions tailored to meet the needs of our clients. Our mission is to deliver exceptional service and build lasting relationships through transparency, efficiency, and innovation.
Position Overview
Key Responsibilities
- Serve as the primary point of contact for clients, addressing inquiries and providing updates on their accounts.
- Process loan payments, adjustments, and account reconciliations promptly and accurately.
- Maintain detailed records of account activity and ensure compliance with company policies and industry regulations.
- Collaborate with internal teams to resolve account issues, process requests, and enhance the client experience.
- Review and verify loan documentation to ensure accuracy and completeness.
- Support the onboarding of new clients, including account setup and orientation.