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Specialist, Conventional Trust (LA)

Insight GlobalPico Heights, California

Entry levelMeeting planner

About this role

Job Description This individual will support the day-to-day processing and servicing of Non-Purpose Lending accounts and transactions. They will work directly with clients and advisors to address lending-related questions, research complex issues, and ensure requests are processed accurately and on time. The role will monitor documentation, approvals, collateral/account requirements, and exceptions to ensure established controls and service levels are met. They will partner closely with interna…

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