Commercial Banking Client Representative 2
Core
Process collateral packages, manage warehouse lines of credit, and handle wire transactions for Mortgage Warehouse customers.
Role type
Commercial Banking Client Representative 2
Builds
Warehouse lines of credit and related financial services for mortgage customers
Domain
Commercial Banking / Mortgage Finance
Deliverable
client delivery
Required skills
Collateral verification, data entry, wire processing, exception resolution, financial services operations
Preferred skills
Microsoft Office proficiency, departmental system experience, bank product knowledge
Responsibilities
Accept and verify collateral packages, input data on tracking systems, file and ship collateral, process advance and pay-down requests, review and release wires, balance daily activity, clear exceptions
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