Loan Servicing & QA Specialist

Primary Functions of the Position

• Ensure that the core loan system matches the executed legal documents, whether via input or review.
• Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports.
• Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues.
• Backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans.
• Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables.

Education And Experience Requirements

• A High School Diploma or equivalent; post-secondary degree preferred.
• 2-4 years of experience, including previous bank operations or financial services experience.
• Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus.

Essential Skills And Abilities

• Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents.
• Strong attention to detail.
• Ability to communicate effectively in person, through email, and over the phone.
• Proficiency in basic math skills and general knowledge of office software is required.
• Ability to work in a fast-paced, high-intensity work environment.

Job may require additional hours of work during peak periods to meet service levels

Education

• High School (HS)

Work Experience

• General Experience - 7 to 12 months

Certifications

Travel: Less than 25%

Workstyle

Resident

Total Compensation

• Includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits Package

• Medical, dental, and vision insurance.
• Life insurance, critical illness insurance, and accident insurance.
• Disability benefits.
• Retail savings.
• Paid time off (including vacation, holidays, and sick leave).
• Parental leave.

Behavioral Expectations

• Grow professionally and inspire others to do the same.
• Work with and through others to achieve desired outcomes.
• Make prompt, pragmatic choices and act with the client in mind.
• Take ownership and hold themselves and others accountable for delivering results that matter.
• Contribute to the continuous evolution of the firm.

Company Culture

• People-first culture.
• Honor, value, and respect the uniqueness, experiences, and backgrounds of all Associates.

EEO Statement

The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.