Loan Origination & Client Services Specialist

POSITION SUMMARYWe are seeking a highly organized, client-focused professional to serve as a Loan Origination &Client Services Specialist. This role is responsible for managing the full lifecycle of loan origination— from initial application through closing — while serving as a primary point of contact for anexclusive, high-net-worth clientele. The ideal candidate brings a service-first mindset, exceptionalattention to detail, and the poise and discretion required in a white-glove financial environment.KEY RESPONSIBILITIESLoan Origination & Documentation• Oversee all phases of the loan origination process, including application intake,documentation collection, underwriting support, and closing coordination• Prepare, review, and manage loan packages ensuring complete accuracy and compliancewith lender requirements• Maintain meticulous records and documentation throughout the loan lifecycle usingestablished procedures and tracking systems• Identify and resolve documentation gaps, discrepancies, or processing issues proactivelyand efficientlyLender & Third-Party Communications• Serve as a primary liaison with lenders, financial advisors, clients, and other third parties• Follow up diligently on outstanding conditions, status updates, and approvals to keeptransactions on schedule• Escalate issues appropriately and flag concerns before they become problems — if you seesomething, say somethingClient Relationship Management• Deliver an exceptional, personalized service experience to ultra-high-net-worth clients andtheir representatives• Communicate with professionalism, warmth, and discretion at all times — in writing, byphone, and in person• Anticipate client needs, manage expectations proactively, and ensure clients feel informedand valued at every step• Exercise sound judgment and cultural sensitivity when working with sophisticated,high-profile individualsProject & Workflow Management• Independently manage multiple active loan files simultaneously, prioritizing effectively tomeet all deadlines• Maintain organized, up-to-date project tracking across all open transactions• Identify workflow inefficiencies and proactively suggest process improvements whereappropriate• Work within established procedures and guidelines while knowing when to ask clarifyingquestionsQUALIFICATIONSRequired• Minimum 3–5 years of experience in customer service or a related client-facing operationsrole• Demonstrated experience managing complex documentation processes, stakeholdercommunications, and end-to-end transaction workflows• Advanced proficiency in Microsoft Excel, including data organization, tracking, and reporting• Working familiarity with AI tools and a comfort level adopting new technology to enhanceproductivity• Exceptional written and verbal communication skills; polished professional presence• Proven ability to work independently, self-prioritize, and consistently meet deadlines in afast-paced environment• High degree of personal accountability — owns outcomes, follows through, andcommunicates proactivelyPreferred• Prior experience supporting or serving ultra-high-net-worth individuals, family offices, orprivate banking clients• Familiarity with loan origination software and CRM platforms• Background in private banking, wealth management, or luxury financial servicesCORE COMPETENCIES• Detail Orientation — catches errors others miss; treats accuracy as non-negotiable• Client Service Excellence — instinctively delivers a premium, discreet, and attentive clientexperience• Communication — clear, professional, and appropriately tailored across all audiences andformats• Problem Identification & Resolution — proactive about spotting issues early and drivingthem to resolution• Judgment & Discretion — knows when to act independently, when to escalate, and when toask questions• Team Collaboration — builds strong working relationships across varying personalities andfunctions• Adaptability — thrives in dynamic environments; manages competing priorities withoutsacrificing quality• Personal Accountability — takes full ownership of work product, commitments, andoutcomesWORK ENVIRONMENT & EXPECTATIONSThis position operates within a professional, client-centric environment where standards are highand discretion is paramount. The successful candidate will be comfortable managing sensitivefinancial information, engaging with sophisticated clientele, and maintaining composure andcompetence under pressure. A team-oriented attitude is essential — this role requires closecollaboration with colleagues across departments while also demonstrating the independence tomanage workloads with minimal oversight.