Specialist, Lending Solutions
Your Opportunity
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
The Specialist, Lending Solutions applies knowledge skills and experience to perform daily bank lending solutions tasks. The role is responsible for handling daily inbound and outbound phone hotline activities and operational tasks related to the Pledged Asset Line product, including transaction processing, money movements, account open and account maintenance support, and general PAL information.
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 have
- 2 plus years of client service and/or operations experience specifically in Banking or the Financial Services industry.
- Excellent Customer Service skills are required, preferably experience in a large call center.
- 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 required.
What you are good at
Provide inbound/outbound phone support for Bank Lending clients and partners. Activities include but are not limited to:
- Handle inbound and outbound servicing phone calls with clients and Registered Investment Advisors (RIAs)
- Effectively managing and evaluating risk when reviewing client account money movement and help clients/RIAs help with money movements.
- Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience.
- Communicating effectively and delivering work that is detailed and clear in a fast-paced environment.
- Proactively educating clients and internal partners on the Pledge Asset Line Product.
- Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
- Problem solving and conducting research/special requests using email, telephone, and our internal inquiry system.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
What you are good at
What you have
- 2 plus years of client service and/or operations experience specifically in Banking or the Financial Services industry.
- Excellent Customer Service skills are required, preferably experience in a large call center.
- 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 required.
What you are good at
Provide inbound/outbound phone support for Bank Lending clients and partners. Activities include but are not limited to:
- Handle inbound and outbound servicing phone calls with clients and Registered Investment Advisors (RIAs)
- Effectively managing and evaluating risk when reviewing client account money movement and help clients/RIAs help with money movements.
- Deliver detailed responses to questions, offering alternatives and ensuring an excellent client experience.
- Communicating effectively and delivering work that is detailed and clear in a fast-paced environment.
- Proactively educating clients and internal partners on the Pledge Asset Line Product.
- Actively listening, assessing client needs, researching information, and providing clients with innovative solutions.
- Problem solving and conducting research/special requests using email, telephone, and our internal inquiry system.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
Why Schwab?
At Schwab, “Own Your Tomorrow” embodies everything we do! We are committed to helping our employees unleash their potential and achieve their dreams. Our employees get to play a central role in disrupting a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth. We’re a modern financial services firm that stands apart from the industry, where you can go as far as your ambition takes you.
Hear from employees: What’s it like to work at Schwab!
The benefits of working at Schwab : a package designed to empower your health, wealth, career and life. Schwab is committed to building a diverse and inclusive workplace where everyone feels valued.
As an equal employment 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 policy.)
Schwab is also an affirmative action employer, focused on advancing women, minorities, veterans, and individuals with disabilities in the workplace. We believe diversity and inclusion are part of our success as a company and our purpose of serving every client with passion and integrity.