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Support Service Specialist (Level II)
Ref No.: 18-08164
Location: Pennington, New Jersey
This position handles day to day support of the LMA Servicing and Operations Team, supporting Financial Advisors and client associates, and Bankers in support of the Loan Management Account (LMA), a loan collateralized by Bank securities accounts. LMAs have over $32 billion in outstanding loan balances.

Primary function is to handle 50-70 phone call inquiries per day from Bank branch offices, providing support related to account opening, LMA account eligibility, interest rates, loan applications and supplemental documents for retail/business/Trust applicants, consistent with internal/external compliance/regulatory requirements.

3-5 weeks advance training provided. The role involves direct interaction with Underwriting Team, internal management, and Finance, as well as LMA Business partners, and Global Risk Management. The Operations functions performed by the team involve ensuring all loan balance inflows and outflows are settled properly each day through various settlement procedures, and that all LMA payouts are in compliance with Regulation W. Ability to perform in a high pressure, high service skill, and high risk environment is critical. Excellent growth opportunities.

• Excellent verbal communication skills
• Strong working knowledge of brokerage industry
• Excellent service skills, including Click to Call track record
• Understanding of equity markets, products and lending products (i.e. mortgages, rates, etc...)
• Able to work quickly in high volume call center environment
• Good at prioritizing workload with online and offline functions
• Willingness to learn responsibilities of other teams we work with and accept ad hoc assignments.
• Prefer experience with Salesforce and Genesis
• College degree required.