Description
Join our Wholesale Lending Services (WLS) team as a Loan Servicing Specialist III, where you will play a key role in processing complex loan transactions across various market segments. This mid-level processing role involves handling non-monetary transactions, conducting in-depth research, and maintaining system integrity. You will have the opportunity to develop your skills in a dynamic environment, with career progression based on performance metrics such as productivity, quality, customer satisfaction, and team contributions.
As a Loan Servicing Specialist III within our dynamic loan processing team, you will be tasked with the processing of complex loan transactions, ensuring the accuracy and integrity of our loan systems. Collaborating closely with internal partners, you will provide exceptional customer service and support to various market segments, including Business Banking, Global Wealth Management, Investment Banking, and Commercial Banking.
Job Responsibilities:
- Create PDF batch work for quality control and document repositories.
- Enter customer and loan details into the loan system.
- Process payments, rate resets, quote payoffs, and maintenance transactions.
- Identify and address inaccurate, incomplete, or missing transaction information.
- Minimize credit and business risk by adhering to procedures, compliance, and bank policy.
- Participate in projects and working groups as required.
- Review and complete escalated requests and other assigned duties.
- Exercise judgment, discretion, and prioritization in tasks.
- Understand and follow bank policy and established procedures.
- Provide exceptional customer service, focusing on high-volume or unique activities.
- Maintain prompt and proactive communication with business partners and meet or exceed established Service Level Agreements.
Required qualifications, skills and capabilities:
- Successfully complete all periodic High Value Business Entitlements (HBVE) background checks.
- Have at least 2 years of experience in loan operations and/or quality control in banking or financial services.
- Proficient in Microsoft Office applications, including Excel, Word, and Outlook.
- Ability to adapt to internal tracking and monitoring systems.
- Possess knowledge of ACBS and/or Loan IQ systems.
- Understand US Dollar and Foreign Currency Loans.
- Have a working knowledge of legal and credit documents.
- Ability to interpret standard reports and forms.
- Exhibit exceptional customer service skills with excellent interpersonal and communication abilities.
- Demonstrate strong organizational and time management skills, with the ability to multi-task and prioritize.
- Maintain high performance levels in stressful and high-volume environments, with attention to detail and creative problem-solving skills.
Preferred qualifications, skills and capabilities:
- Bachelor’s degree or higher in Accounting, Business or Finance preferred.
- Exposure to AI-enabled tools and willingness to adopt emerging technologies that support process improvement and operational excellence.
All application requirements (including updated resume - please include specifics of your career) should be posted, submitted and completed in the Oracle tool.
In partnership, Hiring Managers and Recruiters will review applications to determine which candidates best meet the required skills and experience specified in the job description. While not every application will result in an interview, applications will be acknowledged.