Loan Participations Specialist

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans to achieve their highest potential and be successful in their personal and professional lives.

Founded in 2009, Customers Bank is a super-community bank with over $25 billion in assets. We provide dedicated personal service for businesses, professionals, individuals, and families, offering a single point of contact and innovative tools to help you get ahead. We combine deep experience with a strong financial foundation for proven reliability.

About the role

As a Loan Participations Specialist, you will support the full lifecycle of Participation and Syndication loans, including onboarding, servicing, remittance processing, and reconciliation. You will ensure operational accuracy and portfolio stability while contributing to process enhancements that strengthen controls and improve efficiency.

Responsibilities

• Process Participation and Syndication loan activity daily, partnering with participating institutions to complete accurate and timely remittance processing.
• Perform ongoing servicing and maintenance for Participation/Syndication loans, ensuring all updates, changes, and required documentation are accurately captured and retained.
• Lead new loan onboarding for Participation and Syndicated notes and sub-notes, ensuring complete and accurate setup across systems and records.
• Reconcile Participation and Syndicated loan accounts across internal systems and partner institution records; maintain detailed tracking and resolve discrepancies through documented follow-up.
• Administer direct loan input, verification procedures, and record retention standards for Participation/Syndication processing activities.
• Collaborate closely with internal Loan Operations teams to ensure data integrity across all loan accounts and support resolution of servicing questions and exceptions.
• Identify improvement opportunities within Participation/Syndication workflows to increase efficiency, reduce errors, and strengthen operational controls.
• Share Participation and Syndication best practices with the broader Loan Operations team by serving as a resource for questions, coaching, and process guidance.
• Assist in developing and executing plans to identify, source, and implement industry best practices, including improved controls, documentation standards, and system optimization.
• Leverage technology (and AI where appropriate) to streamline repetitive tasks, improve data quality, and increase transparency in reconciliation and reporting processes.
• Additional tasks as assigned by Loan Operations Management.

Requirements

• 5-7 years’ experience within Loan Operations and/or Bank Operations required.
• 3-5 years’ experience working in Participation and Syndication loans required.
• Ability to read, analyze, and interpret financial reports and legal documents.
• Influential mentor, communicator, and trainer.
• Ability to provide excellent internal and external customer service and loan servicing skills.
• Strong organizational and prioritizing skills.
• Ability to work in a fast-paced, demanding, and rapidly changing environment.
• Work a minimum 40-hour work week with flexibility to work longer hours when needed (required for the last business day of each month and last business day of the calendar year).
• Ability to be present at Malvern office location in a hybrid work environment, currently Monday - Thursday.
• Must be legally eligible to work in the United States without sponsorship, now or in the future.

Skills

• Advanced experience with CORE banking systems.
• Proficient with Finastra LaserPro loan document management solution, or similar documentation platform.
• Proficient with Salesforce applications.
• Proficient with Microsoft Office Suite.
• Proficient with nCino cloud banking platform.
• Experience using AI for repetitive tasks and automating processes.
• Experience working with Loan Systems such as FIS Commercial Loan Servicing and Finastra Loan IQ.