Job Title:          Commercial Closing and Loan Administration Manager VP

Department:     Loan Operations  

Location:          Pittsburgh, PA

Summary of the Position:

The Commercial Closing and Loan Administration Manager will have management oversight over the Commercial Closing, Construction Loan Administration and C&I Servicing teams.  This position will be charged with establishing appropriate processes, controls, and oversight for Loan Closing through the administration of large Commercial Real Estate relationships, including the construction phases. A strong understanding and background of Construction Monitoring, draw review, and industry best practices is required. This position will require thoughtful approaches to client engagement and experience, re-engineering of processes, strategic change management, policy and procedure updates and reviews of key controls.  The focus of our company is to provide sophisticated expertise of large financial services companies with the high touch client experience of boutique firms, and this position and the related teams are a strong part of our ability to achieve that objective.

Primary Functions of the Position:

• Provides expertise for Commercial Real Estate closing and administration, with strong attention to the Construction Loan portfolio and ongoing draw requests
• Ensures strong ongoing monitoring of exceptions, tax tracking and other real estate due diligence throughout loan lifecycle.
• Demonstrates complete understanding of the core loan system (Fiserv Signature) and participates actively in upgrades and development of new functionality
• Develops, implements, and maintains operational processes and related procedures and correlating controls
• Develops and maintains operational metrics and KPI’s and provide Senior Management with regular output
• Establishes staffing model relative to growth plans to ensure proper staffing and delivery of established service levels
• Promotes strong client engagement and experience throughout the closing and administration phases
• Identifies opportunities for process improvement and automation within key functions and support implementation of opportunities identified
• Manages audit and ongoing risk activities including the self-identification and resolution of issues and ongoing monitoring of established KRI’s
• Establishes and maintains close working relationships with department managers across Operations, Credit and Sales
• Manages third-party vendor relationships. Continually assess service levels and ensure systems are being used in the most effective way for our members and internal staff
• Coaches, develops, and structures team / leads to appropriately support our clients, line of business, digitization, and automation.
• Interviews and effectively participates in the selection process of new employee
• Maintains and develops policies and procedures according to new rules and regulations for both internal and external guidance
• Fosters a culture of continuous improvement (client experience, productivity and quality) and works closely with other teams within operations and the bank to enhance current processes

Education and Experience Requirements:

• Bachelor’s Degree
• 7-10 years in Financial Services, including previous bank operations or financial services management experience
• 5+ Years in a current / recent management role

Essential Skills and Abilities:

• Demonstrated knowledge of loan documentation requirements and commercial lending regulations
• Extensive experience in administering construction loans including reviewing draw requests
• Demonstrated experience in the negotiation of loan documentation in partnership with Bank Counsel
• Attention to detail and ability to review construction due diligence documentation, including Plan and Cost Reviews Construction Contracts, Payment and Performance Bonds, Inspection Reports, Budgets
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient production.
• Experience in the issuance and monitoring of Letters of Credit
• Exceptional interpersonal, communication and presentation skills
• Strong work ethic and ability to be self-directed
• Analytical problem-solving capabilities
• Ability to work 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 Treasury Management Operations Specialist manages the Treasury Management client agreements and all accompanying documentation related to the Implementation of a client set-up. In addition, the employee conducts the Implementation process for new Treasury Management clients, sets up users and customer accounts for online banking services, and provides clients with training, ongoing support, and troubleshooting. The Treasury Management Operations Specialist will maintain a solid understanding of Remote Deposit capabilities, Check Positive Pay, ACH Positive Pay, ACH file processing, Wire Transfers, Lockbox, and general support for other online banking system features, usage, and hardware.

Primary Functions of the Position: 

• Assists the Treasury Management team lead on daily tasks
• Performs client implementation set-up and processes maintenance requests
• Provides customer training and client service for ongoing support
• Processes customer equipment orders and provide general troubleshooting when necessary
• Transmits / processes ACH, Wire, Account Transfers, Check Issuance, and Check Positive Pay transactions
• Performs monthly billing and analysis statements for Treasury clients
• Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Wire Operations, ACH Operations, Compliance, and all other authorized parties affiliated with Treasury Services to effectively execute the responsibilities of the position
• Performs other related duties, such as mailing and filing as assigned

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary education preferred
• Minimum 4 years of experience, including 2 years bank operations experience in a cash / treasury management role

Essential Skills and Abilities:

• Demonstrated knowledge of all Treasury Management products, systems, and related processes
• General understanding of transmission processing for ACH, Wire, Account Transfers, Check Issuance, and Check Positive Pay
• General understanding of Deposit products including Checking, Money Markets, and Certificates of Deposits
• Demonstrated ability to communicate effectively in writing and over the phone to facilitate customer set-up and conduct online training
• Demonstrated ability to communicate effectively with support vendors and internal staff
• Proficiency in basic math skills and general knowledge of Microsoft Office software is required
• Job may require additional hours of work during peak periods to meet service levels

Summary of the Position:

The Senior Wire Operations Associate will deliver high quality customer service and perform daily processing of financial transactions in a fast paced, time sensitive operations environment. The Senior Wire Operations Associate will conduct all aspects of wire transfer activity effectively and accurately, including performance verifications, initiating wires, processing and releasing wires, and monitoring wire status queues. The incumbent will also be responsible for fraud monitoring and investigation, working closely with internal and external business partners to ensure that we are effectively validating movement of funds out of the bank, and quickly identify and responding to any activity that appears suspicious or fraudulent.

Primary Functions of the Position:

• Assists the Wire Operations team lead on daily tasks and escalate issues accordingly
• Processes, verifies, submits, and receives wire transfers in accordance with established Bank procedures
• Performs various security related functions, such as verifications and callback confirmations, to validate the authenticity of outgoing wire transfers
• Works directly with clients and internal service partners to ensure proper documentation is being completed for accurate transfer of funds
• Reconciles the transaction fraud monitoring queue and any OFAC related inquiries and performs the proper due diligence in mitigating fraud
• Investigates and researches suspicious or fraudulent claims in accordance with the Bank’s policy and procedures
• Recommends to management changes in processes based on trends to lessen the Bank’s exposure to future fraud losses
• Directly involved in fraud loss recovery, entering and researching disputes, adjusting customer’s accounts, and following up with the customer on account actions
• Works closely with Relationship Managers, Treasury Management Officers, Deposit Operations, Treasury Operations, ACH Operations, Compliance, and all other authorized parties affiliated with Wire Services to effectively execute the responsibilities of the position
• Performs other related duties as assigned

Education and Experience Requirements:

• High School diploma or equivalent; post-secondary education preferred
• Minimum 3-5 years of banking experience; prior specific experience in transaction processing, wire transfer operations, and fraud detection required
• Experience working in a fast-paced and deadline-oriented environment

Essential Skills and Abilities:

• Excellent interpersonal and customer service skills
• Demonstrated knowledge of Wire Transfers
• Strong analytical skills
• Proficient computer skills
• Ability to perform job functions accurately and with attention to detail
• Job may require additional hours of work during peak periods to meet service levels

Summary of the Position:

The Client Services Associate-Fulfillment & Closing participates in the end-to-end Private Banking loan account process and provides exemplary service and support to our clients. Incumbents may be required to focus in a specific functional area of the Private Bank Service Team, such as supporting the FA / FAA set-up process, coordinating the client 30-day notification process, or initializing cash value loans on the banks 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 and processed throughout all loan activity
• 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 1 year of financial industry 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 Private Bank processes and platforms
• 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

Summary of the Position:

The Client Services Team Lead will support the Private Bank Fulfillment and Closing process and all associated workflows.  This position works closely with the full Sales organization along with Portfolio Management, Internal and External Counsel, Compliance, Financial Advisors, and all other authorized parties affiliated with each Private Banking transaction.

Primary Functions of the Position:

• Manages Private Bank Fulfillment and Closing staff, activities, and ongoing modification administration to effectively fulfill requests within stated SLAs and ensure that quality and productivity standards are met. Assists with daily activities when deemed necessary
• Serves as the point of escalation for the team and handles the escalation process throughout its entirety
• Provides day-to-day support and insight to the metrics & performance of the team, and makes proposals to management for changes and improvements to SLA’s
• Responsible for effective coaching and development of staff, coordinating and facilitating training, and developing training materials and procedures for benefit of the team and support of the line of business
• Conducts regularly scheduled on-on-one’s with Team Members. Creates individual development plans and completes annual and intermittent performance reviews. Participates in performance improvement plans when necessary
• Interviews and effectively participates in the selection and onboarding of new team members
• Approves PTO requests for all team members and timecards for any non-exempt employees
• Maintains and develops policies and procedures according to new rules and regulations for both internal and external guidance
• Provides daily workflow and capacity planning solutions for upcoming initiatives
• Responsible for loan (relationship) and modification assignment tracking, and monitoring and curing delinquent loans and modifications
• Maintains strong client engagement and experience throughout the fulfillment and closing phases
• Fosters a culture of continuous improvement (client experience, productivity, and quality) and works closely with other teams within operations and the bank to enhance current processes. Actively participates in and takes ownership of assigned process improvement/ enhancement exercises
• Actively participates in assigned projects and performs other duties as assigned

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• Minimum 5 years of related banking experience, including operations management and/or commercial loan closing administration
• Minimum 2 years of supervisory or leadership experience in current or recently held position preferred

Essential Skills and Abilities:

• Demonstrated knowledge of loan documentation process requirements
• Extensive experience in administering all facets of Fulfillment and Closing activities
• Keen attention to detail and ability to review all aspects of production documents
• Ability to organize and prioritize work assignments in a consistent manner to ensure timely and efficient production
• Exceptional interpersonal, communication and presentation skills
• Ability to motivate the team and exhibit a continuous positive attitude
• Strong work ethic and ability to be self-directed
• Analytical problem-solving capabilities
• Ability to work in a high-energy, fast-paced, team-oriented work environment and adapt quickly to changing priorities

Job Title:         Senior Loan Servicing Associate          

Department:    Loan Operations

Location:         Pittsburgh, PA

Summary of the Position:

The Senior Loan Servicing Associate will perform data input of transactions into the core loan system for both consumer and commercial loans.

Primary Functions of the Position:

• Ensures that the core loan system matches the executed legal documents and credit approval, whether via input or review
• Processes new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports
• Provides customer support to both internal and external clients regarding account inquiries, research, and operational issues
• Works 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.

Job Title:         Loan Booking Team Lead

Department:     Loan Operations

Location:          Pittsburgh, PA

Summary of the Position:

The Loan Booking Team Lead will oversee day to day workflow, including the input of data into the core loan system for both consumer and commercial loans. This includes the coordination and prioritization of team resources to meet client demand, resolution of client escalation issues and leadership oversight to the team members. The ideal candidate will have a strong lending background, experience in high volume operational functions, and knowledge of the processes and systems needed to support our clients in a fast-paced environment.

Primary Functions of the Position:

• Team workload coordination, resolution of procedural problems, and prioritization based on business objectives.
• Participates in the creation and review of departmental procedures.
• Ensure compliance with procedures and management expectations.
• Make proposals to management for changes and improvements to SLA’s
• Responds to more complex inquiries and issues from Customers and internal units. Researching to provide responses and resolution.
• Performs duties of Employees supervised on a limited basis and acts as an experienced resource for team; including Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports.
• Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables.
• Work closely with peers and team to promptly communicate, and to ensure quality service delivery throughout operations.
• Provides coaching and oversight for the team including performance reviews, performance improvement plans (PIPs) and conduct team one-on-one’s
• Maintain and demonstrate proficiency with loan software applications (Fiserv, Baker Hill, DocuClass).
• Provide day to day support and insight to the metrics & performance of the team
• Oversee team time and attendance

Education and Experience Requirements:

• Bachelor’s Degree in Business or Finance and/or minimum of (5) years related experience or equivalent combination of education and experience.
• Minimum of 7 years of banking experience, including previous bank operations or financial services experience.
• Minimum 2 years of supervisory or leadership experience in current or recently held position preferred.
• 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.

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 Business Systems Analyst (BSA) role involves the monitoring, troubleshooting, reporting, and communication of the daily operation functions of TriState in-house applications and automated processes. As the link between the system processes and the business teams, you must be a self-motivated individual with the ability to effectively communicate via both verbal and email forms and manage frequently-changing priorities. The role will also support the reporting and data needs of the business by defining, developing, configuring and supporting reporting, analytics applications, data management and flow. The BSA evaluates requirements for enterprise system solutions and reports and identifies and leads the building of the best solutions to meet the data needs of the business. The BSA will solicit, understand, and document the business requirements, processes and workflows, developing both requirements and process flows.

Primary Functions of the Position:

• Managing the support tickets/cases for the Solutions/Reporting team and the Salesforce/DLP platforms

• Performing operational functions on an as-needed basis (user setups, data entry/management, information gathering, defect analysis, email communications)

• Works with business users to understand requirements and processes and make recommendations for solutions/improvement

• Improves existing BI systems by recommending/implementing BA best practices and methodology and designing data-driven solutions by utilizing their experience with relational and analytical database structures, theories, principles, and practices

• Utilizes ETL tools and ETL development to perform system integrations and report data preparation

• Reports writing and technical requirements analysis, business process modeling/mapping, methodology development, and data modeling

• Creates and maintains technical documentation and process documentation

Education and Experience Requirements:

• Bachelor’s Degree in Computer Science, Information Technology, or technology-related degree

• Minimum 3 years of experience delivering and supporting BI/BA activities and data-driven solutions

• Minimum 3 years of experience supporting enterprise reporting and data visualization solutions

• Minimum 3 years of experience with databases, data modeling and data warehouses, such as Microsoft SQL Server, SSIS, SSRS, SSAS, Power BI, and related tools

• Minimum 3 years of experience importing/exporting data (ETL) for use in integrations

• Minimum 3 years of experience performing business requirements analysis

• Experience in banking and/or financial services would be highly beneficial

Essential Skills and Abilities:

• Able to respond, when needed, 24/7 if system issues arise

• Must have excellent communication and people skills; must work well with technology and business teams

• Must have strong analytical skills, with the ability to analyze and solve problems

• Must have the ability to document processes and solutions with accuracy

• Adapt quickly to changing priorities and manage multiple deadlines

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 Associate will perform data input of transactions into 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 and credit approval, whether via input or review
• Process 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
• 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
• Minimum 2 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.

Summary of the Position:

The Inside Sales Representative (ISR) will broaden our existing client relationships and seek new business opportunities in a defined geography while working from our Pittsburgh offices.   Successful candidates will proactively contact financial advisors to assist them in implementing TriState Capital Bank strategies, in particular, the Bank’s securities-based loan products.   Inside Sales Representatives act as a critical link between resources available at the corporate offices of TriState and their external sales partners towards the achievement of sales goals.

Primary Functions of the Position: 

• Collaborate with external sales partner / sales management in creating and implementing a business plan to expand our relationship with existing clients (financial advisors) and identify potential new clients (financial advisors)
• Coordinate meetings and/or calls with clients and their various financial advisors / staff to provide relationship management support services and initial loan application completion
• Assist their external partner with scheduling key meetings in the territory to support territory management
• Take the lead on certain aspects of the business plan, while also managing the follow-up for the efforts of external sales partner, which includes meeting follow ups, presentations, conference preparations, and sales kits
• Present all TriState’s product offerings to our clients to help them understand how we complement their business
• Develop, implement, and maintain a drip marketing strategy to stay “Top of Mind” for lending opportunities in the region
• Maintain a deep knowledge of product offerings and be able to conduct one on one meetings with advisors, deliver presentations, as well as conduct joint meetings with external partner in the field

Education and Experience Requirements:

• Bachelor’s Degree in a Finance-related discipline
• 1-3 years of financial services experience, including previous experience in financial sales or client services with demonstrated achievement of goals
• Experience with a CRM platform such as Salesforce
• Experience working with high net worth clients and top-producing advisors / agents is a plus

Essential Skills and Abilities:

• Excellent communication and interpersonal skills
• General knowledge of insurance, banking, lending, and financial marketplace a plus
• Strong prospecting and customer services skills
• Ability to use independent judgement and critical thinking
• Proficient in MS Office, specifically Excel and Word
• Entrepreneurial: Willingness to make independent decisions and improve processes that contribute to the territory business objectives
• Creativity: Develops innovative ways to demonstrate to our client’s best practices in implementing Tristate strategies and help them identify investment opportunities
• Competitiveness: Motivated by being in a professionally competitive atmosphere
• Curiosity: Interested in understanding capital markets and how individual investors utilize asset management/banking products to achieve their financial goals
• Ethical: Unwavering commitment to doing what is right for the client and for the company

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.

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 Agency Loan Servicing Specialist is an operational role which integrates in-depth specialty knowledge with a solid understanding of industry standards and practices for The Bank’s Agented and participated loans.  This role is involved in providing day-to-day servicing of the Bank’s agented portfolio which may include booking cash transactions and making payments, inputting general ledger entries and complex calculations.  The incumbent must demonstrate proficiency in both the mechanics of agented loans and the correlating servicing requirements and their reflection on the loan accounting system.

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 most loan-related problems independently and has some latitude to resolve complex issues
• Participates in, and supports the implementation of, projects as assigned
• Demonstrates understanding of the loan agency 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 of loan agency processes
• Applies professional judgment, analytical thinking
• Occasionally interacts with other counterparties around positions and outstanding balances / claims
• Timely management, escalation, and resolution of all requests / inquiries / issues / errors related to loan agency

Education and Experience Requirements:

• Bachelor’s Degree, or equivalent combination of education and experience
• 5+ Years financial services experience, including 2+ years of experience in an Agency Loan Servicing Environment
• Experience in working with Fiserv Signature is preferred

Essential Skills and Abilities:

• Process and break down information in a systematic and communicable manner
• Communication in exchanging potentially complex / sensitive information
• Provision of high quality and timely of service provided within own team and other closely related teams
• Time management and flexibility to change 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.

The Commercial Real Estate (CRE) Loan Administrator provides ongoing administration and maintenance of an assigned portfolio of commercial real estate and/or swap loans post-closing.

Primary Functions of the Position:

• Reviews, closes, and processes modifications/extensions, payments, rate changes, payoffs, partial releases, full releases and exceptions
• Administers the construction draw process which includes reviewing budgets and ensuring that the loans are balanced (including letter of credit exposure); reviews inspection reports, identifies and resolves construction and title issues. Ensures that requests are in accordance with governing loan documents and procedures and that all required approvals have been received
• Administers swapped loans (if assigned), including onboarding new swaps, manual monthly reconcilement of billing, applying and requesting payments to the loan and swap
• As needed, coordinates the loan closing process including performing necessary due diligence, gathering client data, reviewing loan approvals and executed documents, reviewing the initial draw request, preparing funding requests and following up on post-closing exceptions
• Works closely with loan closers, relationship managers, portfolio managers, internal and external counsel, borrowers and all other authorized parties affiliated with each loan transaction

Education and Experience Requirements:

• High School Diploma or equivalent; post-secondary degree preferred
• A minimum of 4 years of financial industry experience, including 2 years of loan administration or loan operations experience
• Commercial/Construction Real Estate Loan Administration experience preferred
• Understanding of interest rate swaps preferred.

Essential Skills and Abilities:

• Demonstrated knowledge of loan documentation and lending regulations and ability to effectively interface with customers, internal and external counsel, compliance, credit, title companies, inspectors, insurance companies and other external contacts
• 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.