961 Client Support jobs in Chicago

About the Role:
Are you a proactive, detail-oriented professional with a passion for delivering exceptional customer service? We're seeking a Client Support Representative to join a well-established manufacturing company that serves the custom framing and arts market. In this role, you'll be the first point of contact for a diverse customer base, helping to build strong relationships and ensure a seamless experience from inquiry to order fulfillment.
This is a full-time, onsite opportunity with a supportive team and a structured training program designed to set you up for long-term success.
Key Responsibilities:
+ Handle inbound and outbound calls with retailers, distributors, OEMs, and the general public
+ Provide accurate product information, pricing, availability, and sample details
+ Enter and manage customer data and orders using Salesforce and internal systems
+ Support sales and marketing campaigns through targeted outreach
+ Assist regional sales teams with order placement, reporting, and customer qualification
+ Own customer issues and follow through to resolution with professionalism and care
+ Maintain up-to-date knowledge of the full product line and company offerings
What You'll Need:
Must-Haves:
+ 1-2 years of experience in B2B or B2C customer service or sales support
+ Strong order entry and data entry skills
+ Experience with ERP systems and general computer proficiency
+ High attention to detail and ability to manage repetitive tasks efficiently
+ Excellent written and verbal communication skills
+ High school diploma or equivalent
Nice-to-Haves:
+ Experience with Salesforce or JD Edwards
+ Background in consumer or industrial products
+ Energetic, goal-oriented, and eager to learn
Training & Development:
+ Structured onboarding with product and system training
+ Gradual transition to phone support based on readiness
+ Ongoing development through weekly training sessions and team collaboration
+ Full independence typically achieved within 9-12 months
Why Apply?
+ Join a family-owned business with over 120 years of industry leadership
+ Be part of a team that values craftsmanship, creativity, and customer satisfaction
+ Enjoy a stable, long-term opportunity with potential for growth
+ Work in a collaborative, supportive environment with hands-on training
+ Access to benefits through the staffing partner
If you're ready to bring your customer service skills to a company that values quality, tradition, and innovation-apply today!
Pay and Benefits
The pay range for this position is $21.00 - $24.00/hr.
Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:
- Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave)
Workplace Type
This is a fully onsite position in Wheeling,IL.
Application Deadline
This position is anticipated to close on Aug 1, 2025.
h4>About TEKsystems:
We're partners in transformation. We help clients activate ideas and solutions to take advantage of a new world of opportunity. We are a team of 80,000 strong, working with over 6,000 clients, including 80% of the Fortune 500, across North America, Europe and Asia. As an industry leader in Full-Stack Technology Services, Talent Services, and real-world application, we work with progressive leaders to drive change. That's the power of true partnership. TEKsystems is an Allegis Group company.
The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.
About TEKsystems and TEKsystems Global Services
We're a leading provider of business and technology services. We accelerate business transformation for our customers. Our expertise in strategy, design, execution and operations unlocks business value through a range of solutions. We're a team of 80,000 strong, working with over 6,000 customers, including 80% of the Fortune 500 across North America, Europe and Asia, who partner with us for our scale, full-stack capabilities and speed. We're strategic thinkers, hands-on collaborators, helping customers capitalize on change and master the momentum of technology. We're building tomorrow by delivering business outcomes and making positive impacts in our global communities. TEKsystems and TEKsystems Global Services are Allegis Group companies. Learn more at TEKsystems.com.
The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Client Support Professional (Administrative)

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol WTFC.

Why Join Us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 9 years) and Employee Recommended award by the Globe & Mail (past 6 years).

Competitive pay and discretionary or incentive bonus eligible

Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.

Family-friendly work hours.

With 175+ community bank locations, we offer opportunities to grow and develop in your career.

Promote from within culture.

Position Overview:

We are seeking a highly motivated and detail-oriented Client Support Professional (CSP) to join the Private Client team. In this role, you will be the primary point of contact for our clients, providing timely, accurate, and exceptional client service.

What you'll do:

Coordinate all facets of onboarding new clients to the firm's portfolio management and advisory service platforms along with those of complementary external asset management organizations. These duties include but not limited to opening new accounts and preparing client documents in accordance with internal operational and regulatory processes and procedures.

Perform on-going account maintenance including but not limited to funds disbursements, facilitating wire and ACAT transfers, executing security transactions, assisting in client gifting of securities, as well as handling client account updates such as investment objective changes, name/address changes etc.

Review client account activity daily to ensure overall accuracy, proper trade settlement and account reconciliation.

Provide clear, on-going, multi-stage on-boarding activity updates and progress communication to internal client relationship management team stakeholders and outside clients.

Assist with development and implementation of operational and workflow improvements to maximize efficiency and effectiveness of client service support in order to ensure a high level of client and team member satisfaction.

Identify problems immediately and escalate issues to management to seek timely resolution.

Meet all firm policy, compliance, and regulatory requirements.

Qualifications:

Bachelor's degree in Business, Finance, or related field required.

2-5 years of experience in similar role in private wealth management industry.

FINRA Series 7/63 license or willingness to complete preferred.

Demonstrated understanding of complex investment and portfolio management products including alternative investments a definite plus.

Confidence and ability to interact with high-net-worth individuals.

Exceptional verbal and written skills; detail-oriented and highly organized with proactive follow-up skills and strong client focus.

Proven ability to work independently and competently handling multiple responsibilities with a high degree of accuracy in a fast-paced, demanding work environment.

Work collaboratively with various internal partners while maintaining a strong sense of accountability to the role and team.

Medical Insurance Dental Vision Life insurance Accidental death and dismemberment Short-term and long term Disability Insurance Parental Leave Employee Assistance Program (EAP) Traditional and Roth 401(k) with company match Flexible Spending Account (FSA) Employee Stock Purchase Plan at 5% discount Critical Illness Insurance Accident Insurance Transportation and Commuting Benefits Banking Benefits Pet Insurance

Compensation:

The estimated salary range for this role is $2,000 - 58,000, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate's qualifications, skills, and experience.

#LI-HYBRID

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.

#J-18808-Ljbffr

We are searching for a polished and experienced Senior Client Support Analyst ready to join our service-centric Client Support team catering to our large institution clients that utilize our low latency proprietary trading platform. If you are a self-starter, love to problem solve, thrive and contribute to a growing team, then you have come to the right place. The Client Support Analyst is a full-time exempt position reporting to our Head of Desk Support.

WHAT YOU WILL DO

• Provide level 1 and 2 trade, system and integration support at the direction of the client support manager. Such responsibilities include, but are not limited to:
  • First-level and second-level telephone, chat and email support to clients using either GUI-based or automated remote trading applications
  • Trade support and application-level troubleshooting of orders generated by SpiderRock's proprietary algorithms
  • Troubleshoot system and client connectivity issues
  • Investigate order routing issues between SpiderRock and multiple execution brokers
  • Perform QA of internal trading tools, algorithms and risk applications and document as needed
  • Assist in client-onboarding and account creation
• Work closely with our Enterprise Operations, Sales/Business Development and Development teams
• Train new support analysts and lead support team efforts

WHAT WE ARE LOOKING FOR

• Bachelor's degree or equivalent experience
• Concentrations on Finance, Economics, Mathematics or Computer Science are preferred
• FIX protocol experience is recommended
• Experience using SQL, Python, C#, and understanding US Equities and Derivatives (Indexes and Options), Futures
• Required to obtain the SIE, Series 3, Series 7 and Series 63 licenses within 6 months of employment, a huge plus if you already have these licenses
• Ability to resolve issues in a timely manner
• Professional, motivated attitude
• Strong interpersonal skills and communication
• Manage multiple issues in a fast pace, high pressured technology environment
• Independent self-starter and a keen attention to detail
• Enjoys working in a fast paced, collaborative environment
• Available to work in onsite at our downtown Chicago state of the art office
• Local to Chicagoland area only or willing to relocate to Chicago

WHAT TO EXPECT

• Highly competitive pay, benefits and bonus structure
• Health insurance (medical, dental, vision)
• Voluntary ancillary plans (Life & AD&D, Short-Term Disability, Long-Term Disability, Critical Accident and Critical Illness)
• Discounted pet insurance
• Progressive time off benefits (unlimited PTO, maternity leave, paternal leave)
• Wellness programs
• Zen Den for meditation, naps, nursing, or just to decompress
• Work with high-caliber and innovative professionals
• Access to unlimited snacks and beverages in our lounge area
• Monthly, Quarterly, and Semi-Annual company sponsored events
• 401K Safe Harbor Plan and Match
• Onsite gym membership
• Divvy bike access
• A fun and collaborative environment

SpiderRock is an Equal Opportunity Employer

ADP is hiring an **Associate Client Support Consultant.**
+ _Are you ready to join a company offering career advancement opportunities throughout your career journey?_
+ _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?_
+ _Are you looking for an inclusive environment with a culture of collaboration and belonging?_
If so, this may be an opportunity for you. Read on and decide for yourself.
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients who have between 1- 49 employees. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Client Services at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
**Client Support.** You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
**Learn.** You will continually upgrade your knowledge and skills on payroll, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.
**Organize.** You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ At least one year of experience in a customer service environment or as an HR/HRIS practitioner with systems experience.
+ You can work overtime hours during peak seasons.
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above, OR
+ Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of nine Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn** through ongoing training, development, and mentorship opportunities.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $15.00 - $27.98 / Hour*
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

ADP is hiring an **Associate Client Support Consultant.**
+ _Are you ready to join a company offering career advancement opportunities throughout your career journey?_
+ _Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?_
+ _Are you looking for an inclusive environment with a culture of collaboration and belonging?_
If so, this may be an opportunity for you. Read on and decide for yourself.
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients who have between 1- 49 employees. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
Ready to #MakeYourMark? **Apply now!**
**To learn more about Client Services at ADP** , watch here: YOU'LL DO:** _Responsibilities_
**What you can expect on a typical day:**
**Client Support.** You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
**Learn.** You will continually upgrade your knowledge and skills on payroll, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.
**Organize.** You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.
**TO SUCCEED IN THIS ROLE** **:** _Required Qualifications_
+ At least one year of experience in a customer service environment or as an HR/HRIS practitioner with systems experience.
+ You can work overtime hours during peak seasons.
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
+ Experience noted above, OR
+ Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.
**YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:**
+ **Be yourself** in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
+ **Belong** by joining one of nine Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
+ **Grow your career** in an agile, fast-paced environment with plenty of opportunities to progress.
+ **Continuously learn** through ongoing training, development, and mentorship opportunities.
+ **Be your healthiest.** Best-in-class benefits start on Day 1 because healthy associates are happy ones.
+ **Focus on your mental health and well-being.** We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
+ **Join a company committed to giving back** and generating a lasting, positive impactupon the communities in which we work and live.
+ **Get paid to pay it forward.** Company-paid time off for volunteering for causes you care about.
What are you waiting for? **Apply now!**
Base salary offers for this position may vary based on factors such as location, skills, and relevant experience. Some positions may include additional compensation in the form of bonus, equity or commissions. We offer the following benefits: Medical, Dental, Vision, Life Insurance, Matched Retirement Savings, Wellness Program, Short-and Long-Term Disability, Charitable Contribution Match, Holidays, Personal Days & Vacation, Paid Volunteer Time Off, and more. The compensation for this role is $15.00 - $28.94 / Hour*
**A little about ADP:** We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition ( .
**Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP:** ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
**Ethics at ADP:** ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click to learn more about ADP's culture and our full set of values.

Associate Client Support Consultant

ADP is hiring an Associate Client Support Consultant. Are you ready to join a company offering career advancement opportunities throughout your career journey? Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning? Are you looking for an inclusive environment with a culture of collaboration and belonging? If so, this may be an opportunity for you. Read on and decide for yourself.

In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.

The nature of what you do every day will not change--your #1 goal is to help clients who have between 1- 49 employees. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!

To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.

Ready to #MakeYourMark? Apply now!

To learn more about Client Services at ADP, watch here:

WHAT YOU'LL DO:

Responsibilities:

What you can expect on a typical day:

Client Support: You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.

Learn: You will continually upgrade your knowledge and skills on payroll, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.

Organize: You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.

TO SUCCEED IN THIS ROLE: Required Qualifications

• At least one year of experience in a customer service environment or as an HR/HRIS practitioner with systems experience.
• You can work overtime hours during peak seasons.

A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:

• Experience noted above, OR
• Military experience where skills including teamwork, adaptability, organization, and follow-through will help you build team and client relationships, identify solutions, and achieve success.

Exciting job opportunity for a Senior Client Support Analyst to join a service-centric Client Support team at a Trading Firm in downtown Chicago. This full-time position offers the opportunity to work with a financial technology company that specializes in low-latency proprietary trading platforms serving large institutional clients. The role operates in a hybrid environment requiring a minimum of 3+ days in the office per week at their state-of-the-art downtown Chicago facility.

This is an exceptional opportunity for a self-starter who loves problem-solving and thrives in contributing to a growing team. The successful candidate will be at the forefront of supporting cutting-edge trading technology, working directly with institutional clients while collaborating with Enterprise Operations, Sales/Business Development, and Development teams. They offer tremendous growth opportunities in the fast-paced world of financial technology, comprehensive training programs, and the chance to obtain valuable financial industry licenses with full company support.

Required Skills & Experience

• Bachelor's degree or equivalent experience
• Concentrations in Finance, Economics, Mathematics, or Computer Science preferred
• Experience using SQL, Python, C#
• Understanding of US Equities and Derivatives (Indexes and Options), Futures
• Strong interpersonal skills and professional communication abilities
• Ability to resolve issues in a timely manner in high-pressure environments
• Independent self-starter with keen attention to detail
• Must be local to Chicagoland area or willing to relocate to Chicago
• Available to work hybrid schedule (minimum 3+ days in office per week)

Desired Skills & Experience

• FIX protocol experience
• Existing SIE, Series 3, Series 7, and Series 63 financial licenses
• Previous experience in financial services client support
• Experience with trading platforms and algorithmic trading systems

What You Will Be Doing
Tech Breakdown

• 40% Trading Platform Support
• 35% Client Communication & Issue Resolution
• 25% System Integration & Troubleshooting

Daily Responsibilities

• 60% Hands-On Client Support & Problem Solving
• 25% Team Collaboration & Training
• 15% Documentation & QA Activities

The Offer

• Bonus OR Commission eligible

You will receive the following benefits:

• Medical, Dental, and Vision Insurance
• Vacation Time
• Stock Options

Applicants must be currently authorized to work in the US on a full-time basis now and in the future.

Posted by: Kylie Lenz

Specialization :

• Technical Engineering / Design / Support

Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
The Commercial Mortgage Warehouse Lending Client Support Specialist ( Construction Loan Administrator) functions as a liaison between Sales, Credit and other Operational areas. Provide operational support to both internal and external customers for loan closings, advance and paydown activities and manual billing support. This position ensures all requests and escalated issues are handled in a timely and accurate fashion and within the established timeframes . .
This position will support the Commercial Mortgage Warehouse line of business. The candidate will be involved in closing new loan facilities and will be responsible for processing advances and paydowns in accordance with the loan agreements, sending daily reports to clients and internal partners, and preparing monthly billing. The role has daily contact with external clients and various internal partners; outstanding customer service skills are a must. Candidate should have solid written and verbal communication skills, solid time management skills and the ability to pivot quickly on a daily basis to support business needs. Prior experience with Commercial Mortgage Warehouse is preferred.
The role is responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES & RESPONSIBILITIES:
+ Collaborate with Sales, Credit and Client to understand CMWL expectations for each client's borrowing needs.
+ Establish manual process to support unique client needs.
+ Review loan documents prior to closing.
+ Responsible for overseeing all advances and paydown/settlement requests from client.
+ Review budgets confirming that the sources of funds and loan commitment are sufficient to complete project.
+ Identify and communicate with Construction Loan Project Manager the progress of construction projects and issues that may need to be addressed, such as budget increases, mechanic's liens, equity needs and project delays.
+ Identify documentation required pursuant to loan documentation, verify and review to insure appropriateness.
+ Recommend approval to Construction Loan Project Manager for commercial construction loan disbursements for all types of projects originated by all lines of business.
+ Ability to identify incomplete loan packages and work with different draw formats and forms. Be able to openly communicate with customer to correct deficiencies.
+ Ability to prioritize pending work for multiple projects related to the review and approval of commercial real estate construction loan closings and advance. Be a resource and provide guidance to the CLA team members and business partners.
+ Order and review title updates or endorsements, as applicable, identify exceptions and pursue remedies to remove exceptions. Ensure all appropriate lien waivers are collected, reviewed for accuracy and seek corrections if necessary.
+ Review inspection reports, identify issues and elevate to Construction Loan Project Manager, Line of Business and Credit Risk Partners as necessary.
+ Monitor changes by line item in the project budget and contractor payment applications and pursue explanations to budget changes and determine if changes are acceptable. Determine if interest reserve and contingency line items remain adequate.
+ Responsible for identifying early warnings signs of fraud or project changes that may impact the completion of project on time and within budget.
+ Coordinate with internal partners on tax credit, syndicated and/or participated loans to insure loans are funded timely. Address participant questions or concerns and elevate issues as appropriate to avoid funding delays.
+ Accurately complete all internal forms needed for disbursements and tracking.
+ Responsible for establishing and managing construction files along with making sure loans are properly set-up, coded and updated on the commercial loan systems as well as in CLA SharePoint.
+ Process interest payments timely and complete interest reserve reporting for management.
+ Responsible for ensuring timely payments to outside vendors engaged in the disbursement process.
+ Ensure current and accurate information for all portfolio reporting prepared for Management.
+ As requested, supply information for internal and external audits.
+ Knowledgeable of the Commercial Real Estate Policies and Procedures- Review and interpret loan documents. Identify deviations from policy.
+ Mentors and develops more junior team members.
SUPERVISORY RESPONSIBILITIES: May have some responsibilities for supervising level I & II incumbents.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ Undergraduate degree in Business or Accounting or equivalent related work experience.
+ 7+ years administering complex commercial construction loan disbursements or related commercial real estate experience that ideally includes Commercial Mortgage Warehouse.
+ Requires understanding of internal operational functions, including but not limited to initiating ACE and wire transactions, reviewing loans on AFS, etc.
+ Knowledge of the CMWL process, products and documentation, strongly preferred
+ Excellent verbal and written communication skills
+ Proven ability to identify construction risks and present solutions to mitigate risks on all project types.
+ Experienced problem solver and in-person customer service.
+ Process and prioritize multiple tasks and large volumes under firm deadlines.
+ Manage details, approach work in a highly systematic way, and have a high commitment to accuracy.
+ Proficient in basic software applications such as Microsoft Word and Excel. Proficiency with the banks internal applications is a plus.
+ Has the ability to learn automated data analysis tools and techniques.
+ Ability to execute with minimal to no supervision required.
All the above duties and responsibilities are essential job functions for which reasonable accommodation will be made. All job requirements listed indicate the minimum level of knowledge, skills and/or ability deemed necessary to perform the job proficiently. This position description is not to be construed as an exhaustive statement of duties, responsibilities or requirements. Employees may be required to perform any other job-related instructions as requested by their supervisor, subject to reasonable accommodation.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Commercial Mortgage Warehouse Lending Client Support Specialist
Total Base Pay Range 69,800.00 - 143,100.00 USD Annual
LOCATION -- Cleveland, Ohio 44114
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.