Summary of the Position:

The Private Bank Fulfillment Production Manager will manage the TriState Capital Bank’s Private Bank Loan Fulfillment and Closing teams.  This position will be responsible for leading and supporting the overall daily pre-closing activities for Private Bank Clients, including application intake and review and documentation generation and ensuring quality and productivity standards are met or exceeded while maintaining high client experience standards.  The ideal candidate will have strong managerial expertise with responsibility for a large multi-faceted production or customer service team resident within a bank or investment firm.  This position will also require thoughtful re-engineering of processes, strategic change management, policy and procedural updates and reviews of all key controls.   This position will work closely with external clients and various internal partners to ensure a best-in-class experience.  Internal partners include Relationship Management, Inside Sales, Credit/Portfolio Management, Legal, Compliance/Risk, and Bank Operations.

Primary Functions of the Position:

• Manages all facets of Fulfillment and Closing activities within the stated SLA’s
• Responsible for operational and regulatory compliance
• Works closely with Loan Operations Manager responsible for post-closing booking activities
• Leads the new loan process for all SBLOC and CVLI lending activities
• Active involvement in building out and implementing technology to streamline processes
• Manages audit and compliance activities
• Fosters a culture of continuous improvement (productivity and quality); manages KPIs and KRIs
• Coaches, develops, and structures the team to best support ongoing Private Bank loan activities
• Manages key SLAs that impact external & internal users
• Participates actively in projects and keeps current with industry updates

Education and Experience Requirements:

• Bachelor’s Degree
• 7-10 years banking or investment industry related experience, including operations management and customer service
• 5+ years in a current/recent management role

Essential Skills and Abilities:

• Knowledge of loan documentation and lending regulations
• Exceptional interpersonal, communication and presentation skills
• Demonstrates strong work ethic and ability to be self-directed
• Demonstrates analytical and problem-solving capabilities
• Ability to motivate and develop self and others
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing circumstances
• Ability to embrace new technologies and automation

The Client Services Representative position effectively coordinates the end to end Private Banking loan account process and provides exemplary service and support to our clients.  Incumbents may be required at times to focus in a specific functional area of the Private Bank Service Team, such as processing modifications or initializing client loans on the Bank’s internal systems and/or platforms.  This position must partner effectively with the full Sales organization, Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors and all other authorized parties affiliated with each Private Banking transaction in order to deliver a premier client experience across all client engagements.

Primary Functions of the Position: 

• Assures complete and accurate client data is captured in the loan application, and follows the loan process through completion, closing and booking
• Works closely with all members of the Private Bank Service Team in supporting client requests
• Partners effectively with relationship managers, inside sales representatives, portfolio managers, internal and external counsel, compliance, borrowers, and all other authorized parties affiliated with each transaction
• Provides a premier client experience across all client engagements
• Works closely with other teams within operations and throughout the bank to enhance current processes
• Participates effectively in assigned projects

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 4 years of financial industry experience required, including 2 years of bank operations and/or client service experience preferred

Essential Skills and Abilities:

• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient execution
• Exceptional interpersonal and communication skills
• Proficiency in Microsoft Office preferred
• Keen attention to detail and understanding of loan process/system and applicable lending requirements
• Analytical problem-solving capabilities
• Strong work ethic and ability to be self-directed
• Ability to work effectively in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

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.

Summary of the Position:

The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.

Primary Functions of the Position:

• Ensure that the core loan system matches the executed legal documents, whether via input or review
• Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
• Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues
• Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans
• Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary degree preferred
• 2-4 years of experience, including previous bank operations or financial services experience
• Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus

Essential Skills and Abilities:

• Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents
• Strong attention to detail
• Ability to communicate effectively in person, through email, and over the phone
• Proficiency in basic math skills and general knowledge of office software is required
• Ability to work in a fast-paced, high-intensity work environment
• Job may require additional hours of work during peak periods to meet service levels

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.