Associate, Loan Servicing

Duties and Responsibilities

• Record new loans and customers in the Company's loan servicing system (WSO)
• (1) C&I loans; (2) Commercial and residential real estate; (3) Participations; (4) Asset based revolvers
• Processing originations, participations/syndications for member loans, and acting as agent for re-syndicated loans
• Provide complete loan administrative and servicing activities for loan portfolio consisting of commercial and healthcare ABL loans
• Process the receipt and distribution of loan principal and interest payments, unused line fees, and L/C fees in WSO
• Generate and send loan transaction notices to customers
• Respond to servicing related questions from internal and external customers
• Perform other duties as assigned

Qualifications

• Associate’s Degree required; Bachelor’s Degree preferred
• Minimum of 2 years of experience with commercial loan or financial transaction processing required
• High level of proficiency and comfort with technology-based systems and applications
• Highly organized and efficient, able to work with all levels of staff, detail oriented, a team player, and excellent time management skills
• Superior client services skills required
• Must be able to adjust quickly to changing priorities
• Prior proven ability to meet deadlines while completing thorough and error-free documentation
• Outstanding verbal and written communication skills

Position Requirements

• We are committed to creating an inclusive workplace where all employees are capable of performing their job position.
• Work is primarily conducted in an office setting while certain positions may allow for remote work through the use of technology at management discretion.
• The functions described below are representative of those to successfully perform duties of this job. Reasonable accommodations may be made to enable employees to perform the essential functions.

Perks and Benefits

• Comprehensive health, dental, and vision plans
• 4 weeks PTO
• 401k + company match
• Metro SmartTrip benefits ($50/mo)
• Remote or hybrid (4 days per week in-office) work schedules for most positions
• Incentives for purchasing solar panels, electric vehicles, biking to work, etc
• Paid subscriptions to Veterans Compost, Capital Bikeshare, Imperfect Foods reimbursement, and more!
• The Washington Post Top Workplaces winner for four consecutive years (2023-2026)

CORE PRINCIPLES

• Excellence: Excellence is not a goal, but a standard, reflected in the precision of our work and the quality of our decisions.
• People: Our people are our greatest strength. We foster a culture of respect, inclusion, and ambition - where everyone matters. We celebrate collaboration and teamwork and prize loyalty - to one another, the company, our mission, and values.
• Innovation: We invest boldly in technology, harnessing innovation not for its own sake but to make banking and lending better, faster, and smarter for our clients, more efficient for our team, and more profitable for our shareholders. By combining human insight with technological excellence, we strengthen our ability to serve, to adapt, and to succeed in a changing world. Innovation is a continuous investment in new ideas.
• Sound Practices: Our foundation rests on prudence, care, integrity, and discipline. We manage credit and business risk with rigor and fundamentals-based judgment, act with transparency, and uphold the highest standards of corporate governance and regulatory compliance to ensure sustainable growth and enduring financial strength.
• Distinct Value: We focus our energy where we add value. We avoid the commoditized and the ordinary, choosing to compete through insight, specialization, technology and service. By concentrating on areas where expertise matters and relationships endure, we create differentiation that is defensible and lasting.
• Clients: We exist to advance our clients’ success and to help them grow. We listen deeply, think creatively, and deliver solutions that solve problems, drive impact and add value. Every client relationship is built on partnership, performance, and purpose.
• Shareholders: We are committed to creating exceptional value for our shareholders. We invest for the long term and view our shareholders as partners - not observers - in value creation. We allocate capital wisely, execute with precision, and continuously adapt our business model to pursue the most attractive, risk-adjusted returns. We work to make rational decisions, avoid unnecessary complexity, maintain strong liquidity and capital, and communicate with clarity and honesty. We measure success both by current performance and by the durability and quality of the long-term value we build.
• Communities and the Environment: We believe prosperity and responsibility go hand in hand. We invest in inclusive opportunity and environmental stewardship. Our goal is simple - to do our part build a brighter, more sustainable future for the communities we serve and the world we share