Loan Servicing & QA Specialist

Tristate Capital Holdings, Inc.; Pittsburgh, Northern (Allegheny County, KY); Hybrid; USD 52,000 - 78,000; Full time

Job summary

TriState Capital Bank seeks a Loan Servicing and Quality Assurance Specialist to input transactions and perform quality reviews of our core loan system for both consumer and commercial loans.

You will verify that the loan system matches executed documents, handle new loans and modifications, provide internal/external client support, and assist with statements and other office duties, collaborating with Relationship Managers and Compliance.

Qualifications

• High School Diploma or equivalent; post-secondary degree preferred.
• 2-4 years of experience in bank operations or financial services.
• Experience with Consumer/Private Bank/Wealth Management quality review is a plus.

Responsibilities

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

Skills

Loan systems familiarity

Attention to detail

Effective communication

Basic math

Office software

Fast-paced environment

Education

High School Diploma or equivalent

Post-secondary degree preferred

Job description

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.

Primary Functions of the Position:

• Ensure that the core loan system matches the executed legal documents, whether via input orreview
• 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 operationalissues
• Provide 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 ondeliverables

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary degreepreferred
• 2-4 years of experience, including previous bank operations or financial servicesexperience
• 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 todetail
• Ability to communicate effectively in person, through email, and over thephone
• Proficiency in basic math skills and general knowledge of office software isrequired
• Ability to work in a fast-paced, high-intensity workenvironment
• Job may require additional hours of work during peak periods to meet servicelevels

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.