Loan Servicing & QA Specialist

331 TriState Capital Bank; Pittsburgh (Allegheny County); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, and vision

Life insurance

Disability benefits

Retirement savings

Paid time off

Job summary

331 TriState Capital Bank is seeking a Loan Servicing and Quality Assurance Specialist to input transactions and perform quality reviews in the core loan system for consumer and commercial loans.

You will ensure documents match the system, process/ review loans, and provide client support while collaborating with Relationship Managers and Legal teams in a fast-paced environment.

Qualifications

• 2-4 years of experience in bank operations or financial services.
• Knowledge of lending regulatory requirements is a plus.
• Consumer/Private Bank/Wealth Management quality review experience is a plus.

Responsibilities

• Ensure core loan system matches executed loan documents via input or review.
• Process or review new loans, renewals, modifications, extensions, payments, advances, and maintenance.
• Provide customer support for account inquiries, research, and operational issues.
• Provide backup for printing/mailing loan statements and calculating accruing fees on commercial loans.
• Work with Relationship Managers, Service Teams, Legal and Compliance to deliver on requirements.

Skills

Attention to detail

Communication skills

Loan systems familiarity

Basic math

Office software

Education

High School Diploma or equivalent

Post-secondary degree preferred

Job description

Job Description Summary

The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.

Responsibilities

• 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.
• Provide backup support for 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 & Experience Requirements

• 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.
• Ability to work in a fast‑paced, high‑intensity work environment.

Compensation

The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions.

Benefits

• Medical, dental, and vision.
• Life insurance; critical illness insurance and accident insurance.
• Disability benefits.

Retirement savings.

Paid time off (including vacation, holidays, and sick leave).

Parental leave.

Other benefits may vary based on position and employment status.

Equality and Diversity Statement

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