Loan Operations/Financial Services Specialist

We are a growing financial services organization seeking a detail-oriented professional to support loan operations, documentation management, client communications, and financial review activities.

Responsibilities

• Review and maintain financial and legal documentation.
• Communicate with borrowers, attorneys, and internal teams.
• Track reporting requirements, documentation, and compliance items.
• Review financial statements and supporting documentation.
• Conduct due diligence and research activities.
• Reconcile account activity and maintain accurate records.
• Support ongoing operational and client service needs.

Requirements

• 2+ years of experience in banking, financial services, accounting, treasury, loan operations, or a related field.
• Strong attention to detail and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Advanced Excel skills preferred.
• Strong written and verbal communication skills.

Preferred Backgrounds

• Commercial Banking
• Loan Operations
• Credit Administration
• Treasury
• Accounting
• Financial Operations
• Fund Administration

Benefits

• Medical, dental, and vision coverage.
• Federal and state leave programs as required by applicable agency regulations (eligibility applies).