Associate, Client Services

Orix International Pte Ltd - Columbus, OH

Full-time - Entry Level

Hybrid - Columbus, OH

Credit Intermediation and Related Activities

About the position

The position focuses on providing exceptional service to both internal and external clients while managing and administering a complex loan servicing portfolio. The role involves executing core functions, collaborating with various departments, and demonstrating a high level of knowledge in servicing-related inquiries. Leadership and direction to junior team members are also key aspects of this role, ensuring timely and accurate responses to client requests.

Responsibilities

• Promptly respond to and provide periodic updates on all client inquiries according to company policies and service levels.
• Build relationships with external and internal clients.
• Communicate directly with investors to provide updates and answer loan-level questions.
• Act as the point of contact for customer issues, requests, and escalated issues as appropriate.
• Perform all introductory calls related to the closing of a new loan.
• Assist borrowers with inquiries, requests, and activation issues related to the online borrower portal system.
• Collaborate with the IT department to test and implement system updates.
• Respond to all internal and external customer inquiries in a timely, accurate, and professional manner.
• Process and document any changes in borrower contact information.
• Cross-train in all areas of the department to gain a full understanding of departmental responsibilities.
• Assist management with special projects related to department goals or as needed by the team.
• Provide regular status updates to the manager regarding any outstanding items or deadlines.
• Work professionally and harmoniously with team members and coworkers.

Requirements

• High school diploma or equivalent required; Associate or Bachelor's Degree preferred.
• 1-2 years' experience in commercial loan servicing is a plus.
• Previous experience with the McCracken Strategy system is a plus.
• Proficient in MS Office, with working knowledge of CRM platforms.
• Excellent communication skills with a background in customer service.
• Detail-oriented and independent worker with strong project management skills.
• Proactive attitude and willingness to take initiative to seek out additional tasks and responsibilities.
• Ability to work well under pressure, adjust to varied workloads, and multitask.
• Demonstrated ability to handle access to sensitive and confidential information.

Nice-to-haves

• Flexibility and ability to work under pressure with tight deadlines and constant interruptions.
• Ability to adjust priorities in a changing environment.

Benefits

• Competitive vacation policy
• Floating personal holidays
• Extensive leave options
• Annual observed holidays
• Infertility coverage
• Adoption support
• Child and elder care
• Fully paid maternity leave
• Generous parental leave benefits
• Hybrid working model with a 3-day in-office minimum requirement