Associate's degree in finance, Accounting, Business and/or similar field of education and/or minimum 3 years previous work experience in lending, loan processing, loan closing, underwriting, banking or similar work experience.
Previous experience working with high profile clients and/or direct customer service experience.
Good accounting/math skills with the ability to work precisely with numbers and financial calculations.
Good working knowledge of Microsoft Office Suite, proficient typing/keyboarding skills and the ability and willingness to learn new programs and software.
Ability to maintain confidential customer information.
Ability to read, write, understand and speak English clearly.