The Loan Servicing - specialist is responsible for booking, funding and closing new loans for global private banking, Middle Market, Commercial Bank and Business Banking clients. Key loan systems used include Loan IQ, ACBS, VLS.

Job Summary

As a Loan Servicing specialist within our dynamic team, you will be responsible for booking, funding, and closing new loans for various clients. This role provides an opportunity to work with key loan systems and process loan transactions, offering a challenging and rewarding environment. We value strong communication skills, attention to detail, and the ability to work under pressure. Join us in delivering exceptional customer service and making a significant impact in our company.

Job Responsibilities

• Book new loans and complete transactions on existing loans.
• Review and process various forms of monetary transactions on applicable commercial loan systems.
• Complete transactions and transfer funds to internal general ledger or DDA accounts.
• Process transactions for customer relationships using ACBS, Loan IQ, Servicing Express, and VLS loan systems, and track incoming customer requests.
• Deliver exceptional customer service, focusing on high-volume or unique activities requiring interaction with internal market and credit partners.
• Calculate interest and fee accruals for billing, and handle miscellaneous debits and credits related to loan funding.
• Research detailed requests from line of business partners related to processed transactions.
• Resolve transaction exceptions or rejects, and participate in projects and working groups as required.
• Meet service level expectations and achieve team and individual productivity and quality goals.
• Perform other duties as assigned.

Required Qualifications, skills and capabilities

• Hold a Bachelor’s degree with a minimum of 1 year of loan servicing and customer service experience or equivalent.
• Demonstrate strong verbal and written communication skills, working quickly and accurately in high-pressure environments.
• Maintain a strong client focus mindset, consulting and advising clients, answering inquiries, and managing difficult conversations effectively.
• Focus on ownership, follow-up, and relationship management consistently.
• Multitask efficiently to handle various responsibilities.
• Prioritize tasks and manage time effectively.
• Navigate PCs skillfully and be proficient in Microsoft Office suite (Excel, Word, Outlook, etc.).