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Specialty Banking Representative (Remote Eligible: AZ, KS, MO, NM, NV, TX)

Remote, USA Full-time Posted 2025-11-03
About the position Responsibilities • Open new accounts and maintain/service existing accounts for the Specialty Banking Group (SBG). • Handle third-party escrows, deposit account control agreements (DACAs), debtor in possession accounts, receivership accounts, 1031 accounts, and money service business (MSB) accounts. • Review all disbursement request documentation for accuracy. • Perform transactions requested including escrow and DACA disbursements. • Process wire requests in dual control. • Process check order and debit card requests. • Review, maintain, and archive documentation including corporate documents, bank forms, agreements, and disbursements. • Work on the pending EIN tracking list. • Document investors list for third-party escrows. • Track exception items and follow up on resolutions for these items. • Communicate with other internal departments to ensure clients have all necessary products/services. • Serve as a backup to other departments such as the HOA/PM Department & Specialized Deposit Services. • Manage and prioritize multiple demands under pressure. • Use good professional judgment to make decisions and solve problems. Requirements • High School Education or GED. • 3 or more years of banking experience. • Strong organizational skills. • Excellent customer service skills. • Good communication skills and ability to answer questions related to products and services. • Detail-oriented with an understanding of new account documentation requirements. • Good math skills. • Ability to complete tasks within established timeframes. Nice-to-haves • Experience reviewing legal forms and documents is preferred. Benefits • Paid time off • Volunteer time off Apply tot his job Apply To this Job

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