The Sr Loan Servicing and Quality Assurance Specialist integrates in-depth specialty loan knowledge with the research and resolution of complex inquiries and client issues. In addition, this role provides support to Loan Operations leadership in the functions of process improvement, performance management, and the execution of strategic initiatives.
Primary Functions of the Position:
- Day-to-day focus on resolution of complex loan issues where expertise is required to interpret against policies, guidelines, or processes
- Deals with loan-related problems and the resolution of complex loan issues independently
- Supports leadership with projects, implementations, and strategic initiatives
- Demonstrates understanding of the loan operations processes to identify policy gaps and formulate policies to support the streamlining of related work processes
- Minimizes risk to the bank through a solid understanding of procedural requirements, provides solutions to reduce errors, and to adhere to audit and control policies
- Integrates a solid understanding of industry and business standards and practices
- Applies professional judgment, analytical thinking
- Interacts with internal and external stakeholders for issue resolution and problem solving
Education and Experience Requirements:
- Bachelor’s Degree or equivalent combination of education and experience.
- 5+ years of financial services experience, including 2+ years of experience in Loan Operations
- Previous Lending Operations and quality review/control experience with knowledge of lending regulatory requirements.
Essential Skills and Abilities:
- Strong knowledge of loan systems; In-depth knowledge of lending and all loan servicing functions, local/regulatory requirements, and legal documents.
- Strong attention to detail.
- High level of interpersonal skills and ability to communicate effectively in person, through email, and over the phone.
- Ability to work in a fast-paced, high-intensity work environment.
- Thorough knowledge of all products and services offered by the Bank.
- Job may require additional hours of work during peak periods to meet service levels.
Education
High School (HS)
Work Experience
General Experience – 7 to 12 months
TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.
TriState Capital Bank is an Equal Opportunity Employer.