Department Overview:
The Securities-Based Lending (SBL) department is divided into two sub-teams:

1. SBL Processing: A group of specialists handling the back-end processing of lending products.

2. SBL Service Desk: A team that manages phone and email inquiries regarding Credit Access Lines.

Daily Responsibilities:
• Verify terms, amounts, and instructions for draw requests during the promotion period.
• Process bookkeeping entries for transactions.

Project Name: Credit Access Line Promotion – Temporary resources are required to support this initiative.

Essential Software/Systems Knowledge:
The selected candidate will use various systems, including:
• Workflow
• Salesforce
• CreditLink
Training will be provided for these systems.

Must-Have Skills and Experience:
• Strong customer service skills.
• Ability to take inbound phone calls efficiently and professionally.

Nice-to-Have Skills and Experience:
• Proficiency in Excel and Word.
• Experience with telephony systems.