Loan Servicing Cash Management Specialist

Location: 100% Remote unless in one of the hub locations for our client (Minneapolis, MN / Dallas, TX / Charlotte, NC) — then may be hybrid. Duration: 9+ months.

About the role

We are seeking a Business Execution Consultant to support internal and external customers with inquiries regarding loan servicing needs. This role involves performing moderately complex administrative, transactional, operational, and customer support tasks. The position requires exercising independent judgment while developing an understanding of function, policies, procedures, and compliance requirements.

Responsibilities

• Support internal and external customers with inquiries and complaints regarding loan servicing needs.
• Monitor loan systems, resolve customer issues, and process complex transactions online.
• Perform moderately complex administrative, transactional, operational, and customer support tasks.
• Act as a primary loan servicing contact, involving construction monitoring and disbursements.
• Monitor collateral, prepare payoff letters, and release collateral.
• Audit loan systems of record for new loan setups, modifications, data input, customer research, and billing.
• Receive direction from supervisors and escalate non-routine customer concerns.
• Collaborate with peers, colleagues, and managers to resolve issues and achieve goals.

Requirements

• 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

Preferred Qualifications

• Loan IQ experience.
• CEO/Vantage experience.
• Business and accounting skills.
• Experience analyzing and interpreting financial information.
• Excellent verbal, written, and interpersonal communication skills.
• Strong analytical skills with high attention to detail and accuracy.
• Ability to accurately process high volumes of work within established deadlines.
• Intermediate Microsoft Excel and Office skills.
• Ability to set priorities, plan, and organize work.
• A sound risk management mindset and a good understanding of compliance.

Benefits

• Supplemental medical, dental, vision, life, and disability insurance plans.
• Employee Stock Purchase Program (ESPP).
• 401K program with company match after 12 months of tenure.
• Health Savings Account (HSA) on the HDHP plan.
• SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions.
• Corporate discount savings program and other discounts.
• On-demand training program and access to certification prep, technical and leadership courses/books/seminars after 6+ months of tenure.
• Certification discounts and perks for associations including CompTIA and IIBA.
• Dedicated customer service team for consultants and a certified Career Coach.