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Full-time
high school, associate degree
Posted 37d ago
~40 hrs/week
Responsibilities
The role involves monitoring financial exception reports and coordinating with borrowers and CPAs to obtain required financial documentation. Additionally, the assistant tracks portfolio management reports and provides support to Loan Officers and CPMs.
Requirements
Candidates must have a high school diploma and at least one year of banking experience. An associate degree or college courses in accounting or finance with two years of experience is preferred.
Full job description
Responsibilities include but are not limited to:
Monitors the financial exception report on a regular basis to track financial statements. Based on findings, creates and provides reports to the CPM Team Leader and Manager of the Business Line.
Ensures that the tickler dates are updated and correct on exception reports as financials are received.
Escalates situations to the CPM and Loan Officer when the required financial statements are not received within 45 days of the initial letter or contact.
Ensures that once financial statements are received, they are sent for imaging and provided to the CPM and Loan Officer for review.
Contacts borrower's, bookkeepers and CPAs via phone, e-mail and mail requesting financial documentation required per the loan agreement.
Monitors Portfolio Management reports such as Delinquent Real Estate Taxes, Liquid Collateral, Past Due Loans, etc. and works with Loan Officers on past due loans and to clear exceptions when necessary.
Provides superior customer service by resolving issues and providing accurate and timely information to CPMs and Loan Officers.
Qualifications
Required skills:
Proficient computer skills with knowledge of Microsoft Word and Excel and performing internet searches.
Basic math skills, including the ability to compute ratios.
Strong organizational skills and detail oriented.
Ability to work in a fast-paced environment and move quickly through assignments to ensure deadlines are met.
Ability to read, interpret and comprehend policies, procedures and training materials.
Required Experience:
High School Diploma or GED and minimum of one year banking experience.
Completion of college level courses in accounting or finance and/or Associate's degree a minimum of two years banking, credit or lending experience preferred.
How many Customer Service & Support jobs are open in Chicago, IL right now?
There are currently 5,152 open customer service & support positions in Chicago, IL listed on Clera. New openings are added daily as companies post roles.
Which companies are hiring for Customer Service & Support roles in Chicago, IL?
Companies currently hiring include Dollar Tree Stores, Domino's, Starbucks, AutoZone, Compass Group, among others. Browse the listings above to see every active employer.
Are there remote or hybrid Customer Service & Support jobs in Chicago, IL?
Yes — 763 of the 5152 open customer service & support positions offer remote or hybrid work (231 remote, 532 hybrid).
How do I apply for Customer Service & Support jobs in Chicago, IL?
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.