Job Description
Job Description
6 months contract
The Private Banking Operations’ Pledge Mortgage team is seeking a driven and motivated professional who would join the team as Pledge Mortgage Operations Analyst. The Pledge Mortgage Operations team supports pledge origination, servicing, and reporting related functions which focuses on residential mortgages. The Pledge Mortgage Operations Analyst would join the Operations team and would be responsible for the day-to-day operational support of pledge related requests and projects.
Responsibilities Include:
-Reviewing client collateral and providing funding requirements to MSPBNA
-Performing pledged asset set up and maintenance requests
-Monitor and respond to servicing requests from Wealth Management branch offices
-Review risk reports and escalate to management when necessary
-Provide client service to the field: handle incoming calls and emails
-Managing client documentation and obtaining approval to establish the pledge
-Escalation of issues to management and provide recommendations for resolution
-Access Database and SQL knowledge is a plus
Skills required:
-Confident, self-motivated and a fast learner
-Excellent communication skills: Written and Oral
-Effective understanding of the Firms products, tools and services
-Continuously seeks to improve the delivery of White-Glove Service to clients
-Broad understanding of the Financial Services Industry
-Embraces the firms Mission and Business Principles
-Exceptional problem solving skills and attention to detail
-Proactive in contributing to the success of the team through process improvements and information sharing
-Displays the ability to multi-task and manages time between people and projects effectively
-Client management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels.