# Somali Wright

Somali Wright is a remote worker on Himalayas, Client Service Support Specialist at Broadridge Financial Solutions, based in United States.

Source: https://himalayas.app/@somaliwright

```text
Client service specialist at Broadridge who supported onboarding, UAT, and financial transaction processing.
```

| Detail | Value |
| --- | --- |
| Availability | Looking for a job |
| Location | United States |
| Authorized to work in | United States |
| Salary expectations | 30k+ USD |
| Job categories | Client Support Operations Specialist, Loan Servicing Specialist, Loan Analyst, Closing Specialist, Financial Operations Specialist |
| Skills | Client Services, Client Relationship Support, Client Onboarding, Requirements Gathering, Transaction Processing, Loan Servicing, Commercial Lending, Syndication Loans, Document Control, Quality Assurance, Data Validation, Reconciliations, Issue escalation, Project Tracking, Status Reporting |

## About

```text
At Broadridge Financial Solutions, I served as the primary contact for designated clients, documented service needs in JIRA, and followed issues through resolution. I also supported client onboarding for enhancements through user acceptance testing, process documentation, and client training.

Across roles at Lendistry, Mizuho Bank, Ltd., KeyBank, and other financial institutions, I supported client relationships and complex transactions. My work included verifying documentation, investigating reconciliation discrepancies, and coordinating with internal teams and business partners to resolve servicing issues.
```

## Experience

### Client Service Support Specialist

[Broadridge Financial Solutions](https://himalayas.app/companies/broadridge). Jan 2025 - May 2026

```text
Served as primary point of contact for designated clients, documenting service needs in JIRA and coordinating with internal partners. Supported client onboarding, UAT, and process documentation while monitoring open issues and communicating status updates.
```

Skills: Jira, Salesforce, User-Acceptance-Testing, Client-Onboarding, Requirements-Gathering, Documentation, Quality-Control, Stakeholder-Communication

### Closing Specialist II

[Lendistry](https://himalayas.app/companies/b-s-d-capital-inc). Aug 2023 - Aug 2024

```text
Guided customers and business partners through time-sensitive transactions, coordinating with lenders, attorneys, and underwriting teams. Verified transaction information, prepared documentation, and researched post-closing reconciliation discrepancies.
```

Skills: Transaction-Processing, Documentation, Reconciliations, Customer-Service, Coordination

### CAU Syndicated Loan Analyst

Mizuho Bank, Ltd.. Feb 2022 - Aug 2023

```text
Processed and monitored client transactions and amendments, maintaining accurate system records and tracking outstanding items. Investigated reconciliation exceptions, produced operational reports, and communicated status and risks to stakeholders.
```

Skills: Loan-Operations, Reconciliations, Reporting, Stakeholder-Communication, problem-resolution

### Closing Officer

KeyBank. Sep 2021 - Feb 2022

```text
Delivered personalized service to internal and external clients, coordinating documentation and transaction updates. Tracked unresolved items and worked with relationship managers and operations partners to complete transactions on time.
```

Skills: Customer-Service, Documentation, Transaction-Processing, Coordination, Reconciliations

### Portfolio Administrator

[Community Preservation Corporation](https://himalayas.app/companies/community-preservation-corporation). May 2021 - Sep 2021

```text
Responded to customer and internal team inquiries, maintained account records, and monitored payments and deadlines. Coordinated with vendors and portfolio managers to resolve issues and process disbursements and account updates.
```

Skills: Customer-Service, Account-Management, Disbursements, Reporting, Documentation

### Commercial Lending Administrator

NVE Bank. Feb 2021 - May 2021

```text
Provided customer service by phone and in person, responding to account and documentation questions. Entered and updated account information, processed applications and transaction records, and reconciled fees and general ledger accounts.
```

Skills: Customer-Service, Data-Entry, Transaction-Processing, Reconciliations, Reporting

### Commercial Loan Servicing Specialist

Crown Bank. Dec 2019 - May 2020

```text
Handled customer account inquiries and disputes, researching servicing and billing discrepancies. Processed payments, disbursements, and account changes while maintaining documentation accuracy and compliance.
```

Skills: Customer-Service, Loan-Servicing, Discrepancy-resolution, Payment-Processing, Compliance

### Residential Mortgage Analyst

[City National Bank](https://himalayas.app/companies/city-national-bank). Jan 2015 - Jun 2019

```text
Supported high-volume customer and loan-processing workflows, reviewing customer information for completeness. Communicated with customers and colleagues to obtain missing documents and meet processing deadlines.
```

Skills: Mortgage-Processing, Customer-Service, Documentation, data-review, Communication-Skills

## Education

### New Jersey Institute of Technology

Bachelor of Science, Business Management

```text
Bachelor of Science in Business Management with a minor in Information Systems, completed in 2015.
```

### Essex County College

Associate Degree, Business

```text
Associate Degree in Business.
```

## Tech stack

- Jira
- Microsoft Excel
- nCino
- Loan IQ
- Microsoft Word
- Microsoft Outlook
- Microsoft PowerPoint

To contact Somali, message them from this profile with a Himalayas employer account: [Hire on Himalayas](https://himalayas.app/hire).

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