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Review and validate loan documentation for new account openings, ensure completeness and regulatory compliance, research and document findings for low-complexity policy and control matters, collaborate with Financial Advisors and stakeholders, and support risk-mitigation and control initiatives while following established policies and procedures.

Provide inbound banking customer support via phone, text, chat and video; resolve inquiries, follow policies, navigate multiple systems, escalate issues to senior staff, and work onsite including graveyard shifts and holidays.