Job Description

Assists in processing more complex transactions and customer requests

 Addresses customer services issues according to established parameters, escalating as required

 Refers more complex and specific requests, questions or issues as required

 Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities

 Executes routine tasks such as service requests, transactions, queries etc. within relevant service level agreements

 Investigates and addresses specific customer issues

 Organizes work information to ensure accuracy and completeness

 Completes administrative activities to ensure the smooth operation of the unit; including scanning and filing documents as required

 Supports the development of tools and delivery of training focused on delivering business results

 Integrates information from multiple sources to enable more efficient processes, enhanced analysis and/or streamlined reporting

 Collaborates to execute loan servicing and monitoring requests

 Prepares customer notifications and billings, and processes services and transactions including (but not limited to) loan advances/payments, wire transfers, billing for principal/interest/fees, monitoring collateral positions, financial exceptions, etc.

 Executes and manages documentation to ensure that records are maintained in a proper manner

 Analyzes data and information to provide insights and recommendations

 Collaborates with internal and external stakeholders to deliver on business objectives

 Supports change management of varying scope and type; tasks typically focused on execution and sustainment activities

 Builds effective relationships with internal/external stakeholders

 Completes complex & diverse tasks within given rules/limits and may include handling escalations from other employees

 Analyzes issues and determines next steps

 Broader work or accountabilities may be assigned as needed

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to HR@insightglobal.com .

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Skills and Requirements

2+ years of relevant experience and post-secondary degree in related field of study desirable or an equivalent combination of education and experience

 Experience in corporate and commercial lending and loan servicing

 Experience dispersing money via direct transfer, wire transfers, SWIFT, or other methods

 Ability to calculate fees and interest

 Knowledge and familiarity with syndicate deals and other relevant products

 Knowledge and understanding of business unit's products and services, processes and controls

 Knowledge of standard desktop applications and department systems and applications

 Prioritization skills

 Ability to multi-task in a fast paced environment

 Understanding of business unit's risk and regulatory requirements

 Extremely strong verbal & written communication skills

 Organization skills

 Collaboration & team skills

 Analytical and problem solving skills LoanIQ

 Exposure to corporate loans null

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal employment opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment without regard to race, color, ethnicity, religion,sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military oruniformed service member status, or any other status or characteristic protected by applicable laws, regulations, andordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or the recruiting process, please send a request to HR@insightglobal.com.