GPARENCY

Client Services Representative

• Serve as a professional and responsive point of contact for clients and prospective clients
• Respond to client questions, requests, and follow-ups in a timely and professional manner
• Guide clients through next steps, information requirements, documentation, and applicable process milestones
• Coordinate the collection, organization, and tracking of client information and supporting documents
• Maintain accurate client records, notes, tasks, communications, and follow-up activities in company systems
• Monitor outstanding requests and proactively follow up to help keep client activities moving forward
• Coordinate communication among clients, financing professionals, and internal stakeholders
• Support the organization and progression of commercial real estate financing opportunities
• Identify missing information or potential issues and communicate them to the appropriate team member
• Handle confidential business and financial information with discretion and professionalism
• Manage multiple priorities while maintaining accuracy, responsiveness, and attention to detail
• Contribute ideas and feedback that can improve client communication, service quality, and internal processes

Client Services Specialist