Client Support Spec I - Melville, NY
The Client Support Specialist is directly accountable for:
Ensuring each client receives a beautiful service experience.
Confirming that all client relationships housed in the assigned portfolio are serviced in compliance with bank policy.
Requesting advances/pay downs and loan maintenance for loan clients.
Opening and closing Deposit Accounts accurately and in compliance with AML and CIP regulations.
Ensuring the data integrity of the assigned portfolio in all applicable systems.
Primary liaison with the loan administration, loan operations, Treasury Management, Underwriting, and any other department that has direct or indirect impact on the client.
Responsible for client problem resolution, research and support
Maintain strong partner relationships with Loan Operations, Treasury Management, Loan Administration and Underwriting.
Ensure daily Vector/Overdraft reporting is completed timely and accurately with balance of risk and customer service.
Actively participate as a member of Client Solutions Organization
Identify, escalate and help eradicate waste and drive efficiencies within team
Keeping business files up to date
Scanning, copying documentation as needed.
Distribution of approved credit package and/or loan documents to appropriate departments.
Partnering with Loan Administration and Underwriting to resolve document exceptions.
Monitoring of Past Due reporting.
Assisting in gathering financial statements in anticipation of credit renewals or reviews.
- At least a High School Diploma, GED, equivalent certification, or military experience
- Bachelor's Degree
- At least 5 years of Banking experience
-At least 2 years of Relationship Banking expeirence
At this time, Capital One will not sponsor a new applicant for employment authorization for this position.