2 customer service specialist jobs found in Greenwood Village

Description GENERAL SUMMARY : Oversees day-to-day operations for the branch and assist operations manager of the location. Assists with supervision of the daily activities of retail branch personnel. RESPONSIBILITIES AND DUTIES : Assists Operations, including making sure bank policy and procedures are followed. May perform personal banking duties including advising customers of all bank services, opening new accounts, and teller functions. Assists with supervising employees to meet branch goals including obtaining fee include and meeting budget. This is accomplished by assigning work, taking actions to ensure quality work for customers, scheduling, conducting performance reviews, recommending salary actions, and providing training for staff. Promotes bank services. Participates in various professional and personal activities within the community. Performs customer service related duties such as answering telephone inquiries, closing accounts,...

Description GENERAL SUMMARY: The Post-Close Quality Control (QC) Specialist is responsible for conducting comprehensive post-close reviews to ensure loan documentation accuracy, proper booking, and regulatory and policy compliance. This role plays a critical part in confirming that collateral, filings, and insurance coverage are properly perfected, released, or tracked following loan closing. RESPONSIBILITIES AND DUTIES: Perform post-close QC reviews of closed loans to ensure accuracy and file completeness after 1st and 2nd reviews by the LA and LO. Review loan booking for accuracy and consistency with approved terms. Conduct general ledger (GL) reviews to confirm proper fee placement and movement Review and clear ticklers to ensure required post-close items are documented and satisfied Verify final deeds of trust, assignments of rents, UCC filings, and related documents have been properly signed, notarized, and perfected. Confirm releases have...