Operations Specialist

Job Description

Job Description

At-a-Glance:
Are you ready to build your career by joining a global financial institution. If so, our client is hiring an Operations Specialist.

Position Type:

• Contract
• Hybrid (3 days in office attendance required)

Required:

• Interest or familiarity in areas such as AML/KYC, Cash Management, Loan Servicing, Regulatory Reporting, Business Management, Projects, Wealth Management, and Client Services
• Ability to work operational hours starting at 8:00 A.M. local time, including occasional weekends and overtime
• Strong written and verbal communication skills
• Detail-oriented with strong organizational and time management skills
• Ability to evaluate information from multiple sources critically
• Proactive in contributing to improvements in control, operational efficiency, and industry initiatives
• Strong Microsoft Office skills
• 1–3 years of experience in Financial Services, Operations, Banking, or Client Service
• Bachelor's degree preferred; strong recent graduates with relevant experience considered
• Experience handling client inquiries, loan servicing, cash management, operations support, reconciliations, or banking products
• Demonstrated employment stability and successful completion of prior assignments

Preferences:

• Familiarity with financial markets and regulatory landscape
• Project management experience
• Business analysis skills

Responsibilities:

• Establish and maintain effective relationships to deliver world-class service to internal teams
• Support department interactions, phone hotline, and email correspondence related to lending products
• Interact with internal clients, including Financial Advisors, Private Bankers, Branches, and employees
• Respond to inquiries on loan status and document phone calls
• Meet phone performance metrics such as average handle times and professionalism
• Review loan applications and servicing requests within Service Level Agreements
• Communicate missing information needed to progress loans in the pipeline
• Reconcile and process monetary transactions and review daily reports
• Cross-train and learn new functions to provide coverage as needed
• Train new team members once proficient
• Accomplish shared goals of the department and the bank
• Perform other related duties as assigned by management