JobWatch

1+ months

Loan Documentation Specialist

Kelly Services
Milwaukee, WI 53208
**Lets figure out whats next together.**


If you ask us, this job looks great. Kelly Professional & Industrial is looking for **Multiple Loan Documentation Specialists** for a top banking client in **Milwaukee, WI!**


This position offers a hybrid schedule of 3 days remote and 2 in office!


**Schedule:** 8 a.m. 7 p.m., M-F Rotating 8 hour schedule


**Pay:** $22.60/HR


**Responsibilities:**


+ Processes new accounts, purchases, redemptions, exchanges, and account maintenance.

+ Processes change requests to meet critical deadlines.

+ Responds to current and prospective shareholder inquiries received via telephone, providing general investment company information via telephone such as minimums, options, and account balances.

+ Initiates customer or account financial transactions and adjustments as authorized by department guidelines.

+ Calculates and processes exact share trades, determines dividend distribution amounts, and reconciles account balances.


**Preferred Skills/Experience:**


+ Ability to collect, interpret, and apply diverse client/fund information and regulatory guidelines

+ Ability to perform multiple tasks in a dynamic working environment with minimal supervision

+ Effective verbal and written communication skills

+ Proficient mathematical and computer skills

+ Excellent customer service skills


**What happens next?**


Once you apply, youll proceed to next steps if your skills and experience look like a good fit. But dont worryeven if this position doesnt work out, youre still in our network. That means all our recruiters will have access to your profile, expanding your opportunities even more.


Helping you discover whats next in your career is what were all about, so lets get to work.


**Why Kelly** **** **?**


Youre looking to keep your career moving onward and upward, and were here to help you do just that. Our financial staffing experts will connect you with premier companies for opportunities where you can learn, grow, and thrive. Jobs that fit your skills and experience, and most importantly, fit right on your path of where you want to go in in your career. It all adds up.


**About Kelly** ****


At Kelly, were always thinking about whats next and advising job seekers on new ways of working to reach their full potential. In fact, were a leading advocate for temporary/nontraditional workstyles, because we believe they allow flexibility and tremendous growth opportunities that enable a better way to work and live (plus, did we mention we provide a ton of benefits ?). Connecting great people with great companies is what we do best, and our employment opportunities span a wide variety of workstyles, skill levels, and industries around the world.


Kelly is an equal opportunity employer committed to employing a diverse workforce and providing accommodations for people with disabilities in all parts of the hiring process as required under its Employment Accommodation Policy. Kelly will work with applicants to meet accommodation needs that are made known to Kelly in advance.
Posted: 2022-04-22 Expires: 2022-05-26

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Loan Documentation Specialist

Kelly Services
Milwaukee, WI 53208

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