Loan Servicing Specialist - Precise, Customer-Focused

Walden Savings Bank; Town of Montgomery (NY); On-site; USD 28,929 - 35,817; Full time

Benefits offered by this job

Medical, Dental, Vision

401(k) with employer match

Tuition assistance

Paid time off

Dress Down Fridays

Community Service Program

Mentorship and cross-training

Disability and life insurance

Free checking account

Job summary

Walden Savings Bank is seeking a detail-oriented Loan Servicing Specialist to support the residential, construction, and consumer loan portfolio. The role focuses on accurate loan boarding, funding, and servicing while ensuring compliance with bank policies and state/federal regulations.

You will process payments, review servicing reports, and maintain strong customer relationships by delivering outstanding service and timely communication with internal teams and external partners.

Qualifications

• Strong attention to detail with high accuracy.
• Excellent organizational, time management, and problem-solving skills.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Board new residential, construction, and consumer loans on the bank's core processing system.
• Fund loans and process construction loan advances accurately and timely.
• Perform quality control reviews to ensure loan documentation and system data are complete and accurate.
• Process loan payments and other servicing transactions.
• Review daily and monthly servicing reports and resolve discrepancies.
• Follow established service standards when communicating with internal departments, customers, attorneys, and other third parties.
• Prioritize multiple tasks and consistently meet deadlines.
• Maintain compliance with bank policies, procedures, and applicable banking laws and regulations.
• Build positive customer relationships by providing outstanding service and referring customers to appropriate bank personnel for additional products and services.

Skills

Attention to detail

Organizational skills

Time management

Problem-solving

Multitasking / Prioritization

Communication skills

Customer service

Team collaboration

MS Office

Banking software literacy

Tools

COCC

Job description

Walden Savings Bank is seeking a detail-oriented Loan Servicing Specialist to support the residential, construction, and consumer loan portfolio. The role focuses on accurate loan boarding, funding, and servicing while ensuring compliance with bank policies and state/federal regulations.

You will process payments, review servicing reports, and maintain strong customer relationships by delivering outstanding service and timely communication with internal teams and external partners.