- Raymond James Financial, Inc. (Pittsburgh, PA)
- …and high-net-worth (HNW) clients.** **Summary of the Position:** The Client Services Representative - Fulfillment & Close position is responsible ... **_Works closely with all members of the Private Bank Fulfillment and Production Teams in supporting client ...experience required, including 2 years of bank operations and/or client service experience preferred **Essential Skills and… more
- Truist (Pittsburgh, PA)
- …requirements, acceptable compliance and quality control audit performance. 4. Continuously improve client service quality by modeling and leading the adoption of ... partnerships between sales team and operations, as needed assist Mortgage Loan Fulfillment with client , attorney, or appraiser document follow-up as determined… more
- Truist (Pittsburgh, PA)
- …referral process by introducing mortgage clients to other bank solutions for deepening client opportunities. 6. Assist Mortgage Loan Fulfillment with client , ... consistent, effective referrals of mortgage clients for other bank services , including the qualifying package of services ,...sound mortgage advice based on a full understanding of client needs as well as Truist Mortgage products and… more