Loan Servicing Specialist II

PTR Global; Atlanta (GA); On-site; USD 28,000 - 34,000; Full time

Job summary

PTR Global in Atlanta, GA is seeking a Loan Servicing Specialist II to handle a wide range of pre- and post-booking activities for commercial loans and leases. The role emphasizes accuracy, regulatory compliance, and effective interactions with customers and vendors throughout the post-closing lifecycle.

You will review documents for policy alignment, coordinate with sales, credit, and funding teams, manage transfers and fee rewrites, and maintain thorough records.

Qualifications

• High School Diploma or GED.
• Two (2) years of banking, finance, or accounting work experience.
• Accounting experience.
• Knowledge of commercial lease and loan structures.

Responsibilities

• Review documentation for accuracy and compliance with internal policies and regulatory requirements.
• Communicate with sales, credit, documentation, and funding teams to clarify or resolve conditions tied to rewrite approvals.
• Coordinate with legal or compliance teams on redress or regulatory changes associated with rewrite transactions.
• Manage transfer and assumption requests, including collection of required documents, verification of transferee credentials, and processing of ownership changes.
• Handle full or partial contract unwinds, including coordination of refunds, invoice reversal, and proper system documentation.
• Conduct outbound calls to customers to complete verification, ensuring proper authentication and collection of confirmation details.
• Document all verification outcomes in the loan servicing system following established compliance guidelines.
• Request and monitor site inspections, ensuring completion by approved vendors or internal resources.
• Track inspection status and follow up on outstanding reports to support titling, funding, or credit decisions post-closing.
• Review and clear open stipulations on booked transactions in coordination with internal departments.
• Respond to servicing requests received from customers, vendors, or internal stakeholders post-booking.
• Assist in redress efforts for booked transactions when required by legal, compliance, or internal audit.
• Maintain thorough and compliant records of all post-booking activities.
• Escalate discrepancies or exceptions to management as appropriate.
• Research and resolve more complex loan-related issues, including missing payments, disputed accounts, history requests, and general loan-related questions.
• Work under limited supervision, following established guidelines and procedures.

Skills

Data entry

Excel

Word

Organizational skills

Multitasking

Time management

Attention to detail

Communication

Education

High School Diploma or GED

Job description

Position: Loan Servicing Specialist II

Location: Atlanta, Georgia

Duration: Contract

Job ID: 178879

Pay Range: $20- $25

Job Overview:

The Loan Servicing Specialist II is responsible for a wide range of pre- and post-booking activities related to commercial loan and lease servicing. This role ensures the accuracy and compliance of account changes, manages customer and vendor interactions, and supports the full lifecycle of post-closing adjustments, including rewrites, transfers, assumptions, contract unwinds, and customer verifications. Specialists at higher levels will demonstrate increased complexity of work, autonomy, and subject matter expertise.

Responsibilities

• Review documentation for accuracy and compliance with internal policies and regulatory requirements.
• Communicate with sales, credit, documentation, and funding teams to clarify or resolve conditions tied to rewrite approvals.
• Coordinate with legal or compliance teams on redress or regulatory changes associated with rewrite transactions.
• Manage transfer and assumption requests, including collection of required documents, verification of transferee credentials, and processing of ownership changes.
• Handle full or partial contract unwinds, including coordination of refunds, invoice reversal, and proper system documentation.
• Conduct outbound calls to customers to complete verification, ensuring proper authentication and collection of confirmation details.
• Document all verification outcomes in the loan servicing system following established compliance guidelines.
• Request and monitor site inspections, ensuring completion by approved vendors or internal resources.
• Track inspection status and follow up on outstanding reports to support titling, funding, or credit decisions post-closing.
• Review and clear open stipulations on booked transactions in coordination with internal departments.
• Respond to servicing requests received from customers, vendors, or internal stakeholders post-booking.
• Assist in redress efforts for booked transactions when required by legal, compliance, or internal audit.
• Maintain thorough and compliant records of all post-booking activities.
• Escalate discrepancies or exceptions to management as appropriate.
• Research and resolve more complex loan-related issues, including missing payments, disputed accounts, history requests, and general loan-related questions.
• Work under limited supervision, following established guidelines and procedures.

Qualifications

• High School Diploma or GED.
• Two (2) years of banking, finance, or accounting work experience.

Preferences

• Accounting experience.
• Knowledge of commercial lease and loan structures.

Skills and Competencies

• Proficient in data entry and typing.
• Proficient in Microsoft Excel and Word.
• Strong organizational skills and ability to multitask in a fast-paced environment.
• Strong time management skills.
• Strong attention to detail and ability to follow established procedures.
• Strong written and verbal communication skills across departments and with external partners.

About PTR Global

PTR Global is a leading provider of information technology and workforce solutions. PTR Global has become one of the largest providers in its industry, with over 5000 professionals providing services across the U.S. and Canada. For more information visit www.ptrglobal.com

At PTR Global, we understand the importance of your privacy and security. We NEVER ASK job applicants to:

• Pay any fee to be considered for, submitted to, or selected for any opportunity.
• Purchase any product, service, or gift cards from us or for us as part of an application, interview, or selection process.
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The specific compensation for this position will be determined by several factors, including the scope, complexity, and location of the role, as well as the cost of labor in the market; the skills, education, training, credentials, and experience of the candidate; and other conditions of employment. Our full-time consultants have access to benefits, including medical, dental, vision, and 401K contributions, as well as PTO, sick leave, and other benefits mandated by applicable state or localities where you reside or work.

If you receive a suspicious message, email, or phone call claiming to be from PTR Global do not respond or click on any links. Instead, contact us directly at [phone]. To report any concerns, please email us at [e-mail]

During the hiring process, we may use artificial intelligence (AI) tools to assist in evaluating information related to your application. These tools may help analyze job-related qualifications or assist recruiters in reviewing applications and interview responses. AI-generated information is one factor considered in our hiring process. Final employment decisions are made by qualified hiring personnel and are not based solely on AI-generated recommendations.