Specialist, Bank Operations

Job Description

Your Opportunity

The Specialist, Bank Operations applies knowledge skills and experience to perform daily bank lending solutions tasks. The role is responsible for handling day to day account open and account maintenance support, lending servicing, lending operations, and Mortgage and Home Equity Line of Credit (HELOC) product advancements.

Charles Schwab Bank follows the three lines of defense model of risk governance. The Associate, Bank Operations is a first line of defense position for Charles Schwab Bank and assures compliance with all Bank policies and procedures, as well as all applicable state and federal Bank regulations in the context of their responsibilities.

What you are good at

• Provide functional support for lending operations and servicing processes. Activities include but are not limited to:
• Complete all aspects of loan processing with the exception of underwriting
• Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience
• Handle inbound and outbound servicing phone calls with clients and Registered Investment Advisors (RIAs)
• Host phone calls with clients that are applying for Pledged Asset Loans
• Work closely with all Bank Services Team Managers to ensure applications, service requests and all operational activities are processed efficiently and accurately.
• Support all other Bank Lending processes and projects as needed to drive efficiency and build partnership

What you have

• 1-3 years of client service and/or operations experience
• Ability to learn and navigate new systems
• Willingness to work in a cross-functional team environment
• Ability to complete multiple tasks within defined timeframes
• Knowledge of banking regulations and policies

Why work for us?

Own Your Tomorrow embodies everything we do! We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.

Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future. Explore further.

Schwab is committed to building a diverse and inclusive workplace where everyone feels valued. As an Equal Opportunity Employer, our policy is to provide equal employment opportunities to all employees and applicants without regard to any status that is protected by law. Please click here to see the policy.

Schwab is an affirmative action employer, focused on advancing women, racial and ethnic minorities, veterans, and individuals with disabilities in the workplace. If you have a disability and require reasonable accommodations in the application process, contact Human Resources at [email protected] or call 800-275-1281.

TD Ameritrade, a subsidiary of Charles Schwab, is an Equal Opportunity Employer. At TD Ameritrade we believe People Matter. We value diversity and believe that it goes beyond all protected classes, thoughts, ideas, and perspectives.