Specialist III - Wholesale Loan Onboarding (Hybrid)

Atlantic Union Bank; Danville (VA); On-site; USD 60,000 - 85,000; Full time

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

Wholesale Loan Onboarding Specialist III

The Wholesale Loan Onboarding Specialist III is responsible for supporting the administration and servicing of the Bank's wholesale loan portfolio to ensure operational accuracy, efficiency, and compliance throughout the loan lifecycle. This role applies extensive loan onboarding knowledge to resolve complex issues, support internal partners, and maintain the integrity of servicing operations. Working with limited supervision, the incumbent analyzes non-routine situations, provides guidance to less experienced team members, and contributes to process improvements that enhance operational effectiveness and service delivery.

Position Accountabilities

• Execute and support wholesale onboarding loan servicing activities to ensure the accurate, efficient, and compliant administration of the Bank's loan portfolio.


• Process and review wholesale loan onboarding transactions, account maintenance requests, escrow activities, collateral records, and other servicing functions in accordance with established procedures.


• Research, resolve, and escalation 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 that enhance operational effectiveness, risk management, and service quality.


• Participate in audits, examinations, projects, testing efforts, and procedure updates as needed.


• Perform other duties as assigned.

Organizational Relationship

This position reports to the Supervisor - Loan Servicing.

Position Qualifications

Education & Experience

• High School diploma or equivalent required.


• Typically requires 5+ years relevant experience

Required Certifications/ Licenses

• May require obtaining and maintaining NMLS registration.

Knowledge & Skills

• Broad knowledge of Wholesale loan onboarding operations, loan documentation, servicing systems, and related operational controls.


• Ability to analyze complex issues, identify root causes, and implement effective solutions.


• Strong attention to detail, accuracy, and risk awareness.


• Excellent customer service, interpersonal, verbal, and written communication skills.


• Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.


• Ability to work independently, exercise sound judgment, and make informed decisions within established guidelines.


• Strong organizational, analytical, and problem-solving skills.


• Ability to provide guidance, training, and support to less experienced team members.


• Proficiency with Microsoft Office applications and other applicable business systems.

Compensation offered will be based on a variety of factors, including but not limited to education, work experience, skills, certifications, and geographic location, etc.

Eligible teammates may participate in a comprehensive benefits package that includes medical, dental, vision, life insurance, disability coverage, paid time off, retirement savings through a 401(k) plan, wellness resources, and other programs designed to support teammates' health and financial well-being, subject to plan terms and eligibility requirements. In addition, certain positions may be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria. General information on our comprehensive benefits package can be found by visiting Employee Benefits | Banking Career Benefits | Atlantic Union Bank

We are proud to be an Equal Employment Opportunity employer. We maintain a drug-free workplace.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.