Loan Operations Specialist

Pacer Group; Pittsburgh (Allegheny County); On-site; USD 50,000 - 70,000; Full time

Job summary

Pacer Group is seeking a dedicated team member located in Pittsburgh, United States, to ensure exemplary service in banking loan processes. Your role will involve capturing accurate client data, supporting requests, and enhancing processes across the Private Bank Fulfillment and Production team.

The ideal candidate will demonstrate strong interpersonal skills, attention to detail, and four years of experience in the financial industry, including preferred experience in bank operations.

Qualifications

• Minimum 4 years of financial industry experience required.
• 2 years of bank operations and/or client service experience preferred.
• Ability to work in high-energy, fast-paced environments.

Responsibilities

• Capture complete and accurate client data in loan applications and systems.
• Support client requests collaboratively with team members.
• Enhance current processes within the bank.

Skills

Organizational skills

Interpersonal skills

Communication skills

Attention to detail

Analytical problem-solving

Self-directed

Adaptability

Education

4 years of financial industry experience

2 years of bank operations/client service experience

Tools

Microsoft Office

Job description

Overview

Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required at times to focus on a specific functional area of the Private Bank Fulfillment and Production team, such as application intake, document generation, processing modifications, or initializing money requests. This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position

• Assures complete and accurate client data is captured in the loan application, internal systems, and loan documentation
• Works closely with all members of the Private Bank Fulfillment and Production Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Through excellent attention to detail and thoroughness, provides a premier client experience across all client engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Essential Skills and Abilities

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Education

• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

EEOC Compliance

We are an equal opportunity employer, and all qualified applicants will receive consideration for employment.

DISCLAIMER

AI Usage Policy: Pacer Group uses AI to assist in screening applications. Final hiring decisions are made by human recruiters based on qualifications and experience.