At MHB Financial, we are dedicated to helping businesses access the capital they need. MHB Financial is seeking a Customer Service Specialist who will play a critical role in ensuring all fundings are equipped with the necessary documentation for the underwriting department.

As a Customer Service Specialist, you will consistently follow up with and be in communication with external account associates to obtain the required documents and track clients needing renewals. You will also be responsible for completing contracts, coordinating client signatures, supporting underwriting with compliance requirements, and addressing any inquiries from the underwriting department.

Duties and Responsibilities

- Serve as a liaison between account associates and the underwriting department, promptly addressing any queries or additional information requests.
- Thoroughly review contracts, applications, and other relevant documents to guarantee accuracy, compliance and completeness.
- Follow up with account associates to obtain the required documents promptly. Demonstrate the ability to multitask and comfortably handle multiple follow-ups if necessary.
- Display exceptional organizational skills to manage and prioritize multiple advance deals simultaneously, ensuring efficiency and accuracy throughout the process.




- Keep meticulous track of clients in need of advance renewals and proactively initiate the renewal process promptly.
- Thoroughly review contracts, applications, and other relevant documents to guarantee accuracy, compliance and completeness.
- Prepare contracts and promptly send them to clients for signature. Follow up with account associates to ensure timely return of signed contracts within specified timeframes.

Requirements

- Strong communication and interpersonal skills.
- Demonstrated problem-solving skills and proactive approach to resolve issues promptly.
- Exceptional organizational skills and ability to manage multiple tasks simultaneously.
- Detail-oriented mindset with an emphasis on accuracy and compliance.
- Ability to work under pressure and meet tight deadlines.
- Proficient in utilizing relevant software and tools for advance management and documentation.
- Demonstrated problem-solving skills and proactive approach to resolve issues promptly.
- Bachelor's degree in Business Administration, Finance, or a related field (preferred)

Pay: $30.00 per hour

Benefits

- Casual dress
- Company events
- In office parking

Ability to commute/relocate:
- North York, ON M3J 2G9: reliably commute or plan to relocate before starting work (required)

Work Location: In person

📌 Customer Service Specialist (North York)
🏢 MHB Financial
📍 North York