The Private Banking Operations Pledge Mortgage team is seeking a driven and motivated professional who would join the team as Pledge Mortgage Operations analyst. The Pledge Mortgage Operations team supports pledge origination, servicing, and reporting related functions which focuses on residential mortgages.

The Pledge Mortgage Operations Analyst would join the Operations team and would be responsible for the day-to-day operational management of pledge related requests and projects. The candidate is expected to eventually take on roles of increasing responsibility within the Operations team.

Responsibilities Include

• Reviewing client collateral and providing funding requirements to MSPBNA
• Performing pledged asset set up and maintenance requests
• Monitor and respond to servicing requests from Wealth Management branch offices
• Review risk reports and escalate to management when necessary
• Provide client service to the field: handle incoming calls and emails
• Managing client documentation and obtaining approval to establish the pledge
• Escalation of issues to management and provide recommendations for resolution
• Participate in projects and facilitate training to team members when needed
• Access Database and SQL knowledge is a plus

Skills and Experience

• Strong written and verbal communication skills with the ability to clearly communicate information to a range of audiences
• Self-motivated with a strong sense of ownership and accountability for tasks
• Adaptable team player
• Detail oriented and ability to adhere to strict timelines
• Strong organizational and time management skills
• Ability to multi-task and work in a fast pace environment