**Essential Duties and Responsibilities** + Assists internal & external clients with inquiries or issues via phone and email + Mitigates regulatory, credit, operational, and reputational risk to the firm by following established policies and procedures + Assists with processing payment request sent by clients and Financial Advisors + Analyzes the feasibility of client collateral release requests + Assists with executing loan servicing responsibilities related to retail loan maintenance and monitoring + Performs other duties and responsibilities as assigned **Knowledge of** + Basic accounting concepts, practices and procedures + Multi-state retail loan servicing practices **Skill in** + Entering transactions into an automated accounting system + Analyzing and adjusting transaction and account balance discrepancies + Gathering and compiling information + Operating standard office equipment and using required software applications to produce correspondence, electronic communication and maintain spreadsheets and databases **Ability to** + Identify and recommend solutions to routine loan accounting or loan servicing issue + Make routine decisions + Communicate effectively, both orally and in writing, with all organizational level + Make outbound and receive inbound calls on a recorded Automatic Call Distribution (ACD) telephone line + Provide a high level of customer service **Licenses/Certifications** + None