3 customer experience coordinator jobs found

Executive Administrator Are you a highly organized and detail-oriented professional looking to make a meaningful impact in a dynamic corporate environment? Washington Trust is seeking an experienced, highly organized, proactive and solutions-driven Executive Assistant to provide dedicated support to the Chief Executive Officer and Chief Operating Officer  This position requires more than outstanding administrative skills. The successful candidate will be a trusted partner who anticipates needs, manages competing priorities with discretion and sound judgment, and serves as a key point of coordination across the organization. The Executive Assistant will be responsible for managing complex calendars, communications, travel, meetings, and executive priorities while also supporting strategic projects, leadership initiatives, and special assignments. The ideal candidate is comfortable working behind the scenes to keep executives focused on the highest-value...

Washington Trust has an opportunity for a highly motivated Wealth Associate to join our Wealth Management Administration team. The Wealth Associate will work closely with wealth management professionals and administrative staff to provide operational, client service, and account administration support. The Associate is responsible for coordinating administrative processes, maintaining account documentation, supporting client onboarding and servicing activities, and ensuring the timely and accurate execution of operational workflows. This is an excellent opportunity for someone with a minimum of 2 years of experience in wealth management, financial services operations, or client administration.  The ideal candidate will be looking to broaden their knowledge of wealth management practices and client service delivery. This position is part of a career progression track and offers opportunities to develop expertise in fiduciary services, wealth planning, client relationship...

Secondary Market Specialist   The Secondary Market Specialist supports the sale and delivery of residential mortgage loans to investors. This role is responsible for ensuring accurate loan delivery, funding, reconciliation, reporting, servicing transfer activities, and compliance with investor and internal requirements. The ideal candidate is highly organized, detail-oriented, and experienced in mortgage operations.   Key Responsibilities Review mortgage loan files for completeness and investor readiness. Deliver mortgage loans and required documentation to investors within established deadlines. Maintain accurate loan sale records in internal and investor systems. Provide lock desk support, including processing lock requests, extensions, relocks, and changes. Coordinate with underwriting, closing, servicing, and finance teams to resolve funding and delivery issues. Process loan funding activities and related accounting entries....