Loan Servicing Liaison

EagleBank; Bethesda (MD); Sur place; USD 30 000 - 42 000; Plein temps

Résumé du poste

EagleBank is seeking a detail-oriented Loan Servicing Liaison to support our lending team. You will coordinate document collection, monitor HMDA compliance, and maintain accurate loan records while partnering with Relationship Managers and Portfolio Administrators.

You'll handle administrative tasks, ensure timely processing, and uphold Bank procedures, confidentiality, and quality service to clients and colleagues in a dynamic community-focused environment in Bethesda, MD.

Qualifications

• H.S. Diploma or GED or equivalent.
• 1 year administrative experience.
• 1 year customer service experience.
• General knowledge of MS Office with emphasis on Outlook, Word and Excel.
• Ability to use office equipment including copiers, scanners and fax machines.
• Strong organizational skills and attention to detail, with the ability to prioritize multiple requests and deadlines.
• Professional written and verbal communication skills.
• Ability to handle confidential borrower and Bank information appropriately.

Responsabilités

• Review new loan and loan modification files promptly to ensure all required documents are uploaded to the Imaging System, and partner with Portfolio Administrators to obtain any outstanding documents.
• Promptly upload documents and financial statements received from Portfolio Administrators and Portfolio Managers.
• Gather and monitor compliance-related information such as completing HMDA form and Community Development Loan Worksheet.
• Maintain Construction Files for all construction loans.
• Prepare and route collateral releases requests, obtain approval and submit approved requests in accordance with Bank procedures.
• Coordinate administrative processing.
• Review Exception Reports weekly with Portfolio Administrators and Portfolio Managers, maintain status records, document follow-up activity, and escalate overdue items per Bank procedures.
• Identify and track exceptions until they are cleared.
• Coordinate with clients, internal partners, and third parties to obtain documents to support timely resolution.

Connaissances

Strong organizational skills

Attention to detail

Professional written and verbal skills

Customer service experience

Formation

High School Diploma or GED

Outils

MS Office

Bank AI tools (familiarity)

Description du poste

Overview

We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ – EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers.EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another’s experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships. The minimum and maximum projected hourly pay for this position is: $21.58 to $30.42.

Responsibilities

The Loan Servicing Liaison directly provides administrative support to their assigned lending team, helping deliver responsive service and maintain complete, accurate loan records. Working closely with Relationship Managers, Portfolio Managers, Portfolio Administrators, and Loan Servicing, this role coordinates document collection, monitors outstanding documentation and insurance requirements, and supports timely resolution of loan exceptions. By strengthening coordination between the lending team and servicing partners, the position supports efficient portfolio administration and lasting client relationships that help local businesses and communities thrive.

Major Responsibilities and Duties

• Review new loan and loan modification files promptly to ensure all required documents are uploaded to the Imaging System, and partners with Portfolio Administrators to obtain any outstanding documents.


• Promptly uploads documents and financial statements received from Portfolio Administrators and Portfolio Managers.


• Gathering and monitoring of compliance related information such as completing HMDA form and Community Development Loan Worksheet.


• Maintains Construction Files for all construction loans.


• Prepares and routes collateral releases requests, obtains approval and submits approved requests in accordance with Bank procedures.


• Coordinates administrative processing.


• Reviews Exception Reports weekly with Portfolio Administrators and Portfolio Managers, maintains status records, documents follow-up activity, and escalates overdue or unresolved items in accordance with Bank procedures.


• Identifies and tracks exceptions until they are cleared.


• Coordinates with clients, internal partners, and third parties to obtain documents to support a timely resolution.


• Performs other duties as assigned.


• Complies with all policies and standards.

Qualifications

Requirements:

• H.S. Diploma or General Education Degree (GED) or equivalent


• 1 year administrative experience


• 1 year customer service experience


• General knowledge of MS Office with emphasis on Outlook, Word and Excel


• Ability to use office equipment including copiers, scanners and fax machines


• Strong organizational skills and attention to detail, with the ability to prioritize multiple requests and deadlines


• Professional written and verbal communication skills


• Ability to handle confidential borrower and Bank information appropriately

Preferences:

• Familiarity with Bank-approved artificial intelligence (AI) tools to support administrative tasks, with attention to data confidentiality and verification of outputs.


• Banking or loan servicing experience