Operations Support

Temp will start onsite.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 support of pledge related requests and projects.Responsibilities Include:Reviewing client collateral and providing funding requirements to MSPBNAPerforming pledged asset set up and maintenance requestsMonitor and respond to servicing requests from Wealth Management branch officesReview risk reports and escalate to management when necessaryProvide client service to the field: handle incoming calls and emailsManaging client documentation and obtaining approval to establish the pledgeEscalation of issues to management and provide recommendations for resolutionAccess Database and SQL knowledge is a plusSkills required:Confident, self-motivated and a fast learnerExcellent communication skills: Written and OralEffective understanding of the Firms products, tools and servicesContinuously seeks to improve the delivery of White-Glove Service to clientsBroad understanding of the Financial Services IndustryEmbraces the firms Mission and Business PrinciplesExceptional problem solving skills and attention to detailProactive in contributing to the success of the team through process improvements and information sharingDisplays the ability to multi-task and manages time between people and projects effectivelyClient management and teamwork skills: The candidate must have demonstrated ability in being flexible and working with stakeholders and colleagues at all experience levels. About ApTask:ApTask is a leading global provider of workforce solutions and talent acquisition services, dedicated to shaping the future of work. As an African American-owned and Veteran-owned company, ApTask offers a comprehensive suite of services, including staffing and recruitment solutions, managed services, IT consulting, and project management. With a focus on excellence, collaboration, and innovation, ApTask provides unparalleled opportunities for professional growth and development. As a member of the ApTask team, you will have the chance to connect businesses with top-tier professionals, optimize workforce performance, and drive success across diverse industries. Join us at ApTask and be part of our mission to empower organizations to thrive while fostering a diverse and inclusive work environment.Applicants may be required to attend interviews in person or by video conference. In addition, candidates may be required to present their current state or government issued ID during each interview.Candidate Data Collection Disclaimer:At ApTask, we prioritize safeguarding your privacy. As part of our recruitment process, certain Personally Identifiable Information (PII) may be requested by our clients for verification and application purposes. Rest assured, we strictly adhere to confidentiality standards and comply with all relevant data protection laws. Please note that we only collect the necessary information as specified by each client and do not request sensitive details during the initial stages of recruitment.If you have any concerns or queries about your personal information, please feel free to contact our compliance team at businessexcellence@aptask.com.Applicant Consent:By submitting your application, you agree to ApTask's (www.aptask.com) Terms of Use and Privacy Policy, and provide your consent to receive SMS and voice call communications regarding employment opportunities that match your resume and qualifications. You understand that your personal information will be used solely for recruitment purposes and that you can withdraw your consent at any time by contacting us at 732-355-8000 or help@aptask.com. Message frequency may vary. Msg & data rates may apply.