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.
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.
