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Loan Operations Specialist
Customers BankLoan Operations Specialist responsible for onboarding, servicing, and payments in a banking environment. Collaborating with internal teams to maintain loans accurately and ensure compliance.
About the role
Key responsibilities & impact- Responsible for a wide range of duties spanning onboarding, servicing, payments, and participation loans.
- Ensure operational excellence, data accuracy, and an exceptional customer experience.
- Administer the direct input, verification, and ongoing maintenance of loans in the bank's core operating system.
- Focus on the accurate onboarding of Commercial, SBA, Participation, and Syndication loans.
- Ensure records are accurate, complete, and properly retained to meet compliance and regulatory standards.
- Collaborate with internal team members to validate loan information and provide support for all channels of the loan portfolio.
- Process loan payments and advances while adhering to internal compliance guidelines.
- Respond to inquiries from internal and external customers with a thorough understanding of loan structures, documentation, and system operations.
- Assist in completing recurring tasks, including system updates, payment reconciliations, and monthly reporting.
- Adapt to changing processes and environments, identifying opportunities to streamline servicing procedures.
- Share expertise on best practices for Participation and Syndication loans with team members and management.
- Work closely with all areas of Loan Operations to maintain consistent knowledge of processes and procedures across the organization.
- Support other Loan Operations functions as needed to meet business demands, particularly during peak periods.
- Develop and assist in implementing plans to identify, source, and execute industry best practices for loan processing and servicing.
Requirements
What you’ll need- 3-5 years of previous experience within Loan Operations and/or Bank Operations required.
- Hands-on experience with onboarding, servicing, Participation/Syndication loans required.
- Strong knowledge of Commercial, SBA, Participation and Consumer loan operations.
- Ability to interpret financial reports, legal loan documents, and complex loan structures.
- Strong customer service focus with excellent verbal and written communication abilities.
- Proven adaptability in a fast-paced, dynamic environment.
- Technology Skills: Advanced experience with core banking systems (IBS preferred).
- Proficiency in Finastra LaserPro, Salesforce, and nCino platforms.
- Proficient with Microsoft Office Suite.
- Ability to embrace and leverage AI technology for operational improvements.
Benefits
Comp & perks- Flexibility to work extended hours during peak periods (e.g., month-end, quarter-end, year-end).
- Hybrid work schedule requiring presence in Malvern on key days.
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
loan operationsonboardingservicingParticipation loansSyndication loansCommercial loansSBA loansfinancial report interpretationlegal loan documentscomplex loan structures
Soft Skills
customer serviceverbal communicationwritten communicationadaptabilitycollaborationproblem-solvingattention to detailoperational excellencedata accuracystreamlining procedures