Senior Wholesale Loan Onboarding Specialist

Atlantic Union Bank; Glen Allen (VA); On-site; USD 65,000 - 90,000; Full time

Job summary

Atlantic Union Bank is seeking a Wholesale Loan Onboarding Specialist III to support the administration and servicing of the bank's wholesale loan portfolio. This role requires extensive onboarding knowledge to resolve complex issues and guide internal partners.

The position emphasizes accuracy, efficiency, and compliance across the loan lifecycle, with opportunities to mentor less experienced staff and contribute to process improvements.

Qualifications

• Bachelor’s degree not required; High School diploma or equivalent required.
• Typically requires 5+ years relevant experience in loan onboarding or servicing.
• May require obtaining and maintaining NMLS registration.

Responsibilities

• Execute and support wholesale onboarding loan servicing activities to ensure accurate, efficient, and compliant administration of the loan portfolio.
• Process and review onboarding transactions, account maintenance requests, escrow activities, and collateral records.
• Research, resolve, and escalate onboarding exceptions, discrepancies, and complex operational issues as appropriate.
• Serve as a resource for internal partners and customers by providing timely support and issue resolution.
• Maintain compliance with applicable regulations, investor requirements, and Bank policies, including BSA/AML requirements.
• Provide guidance and operational support to less experienced team members.
• Identify and support process improvements to enhance operational effectiveness and risk management.
• Participate in audits, examinations, projects, testing, and procedure updates as needed.
• Perform other duties as assigned.

Skills

Wholesale loan onboarding

Analytical thinking

Exceptional attention to detail

Customer service

Communication skills

Training & guidance

Education

High School diploma or equivalent

Tools

MS Office

Job description

Atlantic Union Bank is seeking a Wholesale Loan Onboarding Specialist III to support the administration and servicing of the bank's wholesale loan portfolio. This role requires extensive onboarding knowledge to resolve complex issues and guide internal partners.

The position emphasizes accuracy, efficiency, and compliance across the loan lifecycle, with opportunities to mentor less experienced staff and contribute to process improvements.