Senior Wholesale Loan Onboarding Specialist

Atlantic Union Bank

Danville (VA)

On-site

USD 60,000 - 85,000

Full time

14 days+

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Job summary

Atlantic Union Bank is seeking a Wholesale Loan Onboarding Specialist III to support the administration and servicing of the wholesale loan portfolio, ensuring accuracy, efficiency, and compliance across the loan lifecycle. You will work with limited supervision, guide less experienced colleagues, and contribute to process improvements that enhance operational effectiveness and service delivery.

Responsibilities include handling onboarding transactions, resolving complex operational issues, and

Qualifications

  • High School diploma or equivalent required.
  • Typically requires 5+ years relevant experience.
  • May require obtaining and maintaining NMLS registration.

Responsibilities

  • Execute wholesale onboarding loan servicing activities with accuracy and compliance.
  • Process and review onboarding transactions, account maintenance, escrow, and collateral records.
  • Research, resolve onboarding exceptions and complex operational issues.
  • Serve as a resource for internal partners and customers with timely support.
  • Maintain compliance with regulations, investor requirements, and bank policies.
  • Provide guidance and training to less experienced team members.
  • Identify and support process improvements for risk management and service quality.
  • Participate in audits, examinations, projects, testing, and procedure updates.

Skills

Loan onboarding
Root cause analysis
Detail oriented
Customer service
Multitasking
Independent work
MS Office

Tools

MS Office

Job description

Atlantic Union Bank is seeking a Wholesale Loan Onboarding Specialist III to support the administration and servicing of the wholesale loan portfolio, ensuring accuracy, efficiency, and compliance across the loan lifecycle. You will work with limited supervision, guide less experienced colleagues, and contribute to process improvements that enhance operational effectiveness and service delivery.

Responsibilities include handling onboarding transactions, resolving complex operational issues, and

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