Client Support Spec I - Melville, NY

  • Company: Capital One
  • Location: Melville, New York
  • Posted: February 06, 2017
  • Reference ID: R18981
Melville 1 (22567), United States of America, Melville, New York

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.

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