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.
High School (HS)
General Experience – 7 to 12 months
The Data Reporting Analyst, Team Lead is responsible for overseeing the Bank’s Technology reporting and dashboard request intake process, ensuring timely prioritization, clear requirement definition, and high-quality analytical deliverables. Acting as the bridge between business units, data engineering, and data governance teams, this role ensures reporting initiatives align with organizational standards, data quality expectations, and regulatory requirements.
The Team Lead will mentor reporting analysts, guide the refinement of reporting processes, and ensure consistent communication and documentation practices across the reporting lifecycle. This role requires a self-motivated individual capable of managing multiple priorities, interacting with diverse business stakeholders, and driving operational excellence in reporting delivery.
Primary Functions of the Position:
- Manage and oversee the intake, triage, and prioritization of reporting and dashboard requests for business units across the Bank.
- Collaborate with business users to understand reporting needs, define requirements, document workflows, and recommend data-driven improvements.
- Partner with Data Engineering teams to ensure reporting datasets, pipelines, and data structures align with business requirements and technical feasibility.
- Work closely with Data Governance teams to ensure reporting outputs adhere to data quality, security, and compliance standards.
- Mentor, coach, and guide reporting analysts to elevate analytical capabilities and ensure consistency in documentation, development practices, and stakeholder communication.
- Develop, maintain, and enhance enterprise dashboards and reports, ensuring they remain accurate, timely, and aligned to business KPIs.
- Improve the Bank’s reporting framework by applying business analysis best practices, data modeling methodologies, and standardization across deliverables.
- Ensure proper documentation of requirements, data definitions, business logic, reporting standards, and operational processes.
Education and Experience Requirements:
- Bachelor’s Degree in Information Systems, Computer Science, Data Analytics, Business, or a related field.
- 7+ years of experience in data reporting, business intelligence, or analytics roles.
- Prior experience working with enterprise reporting tools such as Power BI Cloud, SSRS, or equivalent.
- Experience with data modeling, relational databases, and SQL-based environments.
- Experience defining business requirements and documenting processes for reporting solutions.
- Prior leadership, mentoring, or team-lead experience strongly preferred.
- Experience in banking or financial services is highly beneficial.
Essential Skills and Abilities:
- Excellent communication and interpersonal skills; able to work effectively with both technical and non-technical stakeholders.
- Strong analytical and problem-solving abilities, with the capacity to translate business needs into technical specifications.
- Ability to manage frequently changing priorities, multiple deadlines, and concurrent reporting workstreams.
- High attention to detail with strong documentation discipline.
- Ability to coach and guide junior analysts, fostering skill development and consistency in deliverables.
- Familiarity with data governance principles, including data lineage, data quality, and controlled access.
- Ability to respond when needed during critical reporting cycles or issues.
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Computer and Information Science
General Experience – 3 to 6 years
The Senior Risk Management Analyst assists in facilitating an effective risk framework through partnership with business, operations, and other staff units, as well as external stakeholders. The Senior Risk Management Analyst will have responsibilities assigned with a specific focus, such as Model Risk, Third Party Risk, Issues Management, Risk Reporting, with the expectation that the Senior Analyst will assist in all areas as needed.
Primary Functions of the Position:
- As part of the second line of defense, assist in facilitating key risk management programs, which may include:
- Risk Appetite
- Third-party / Vendor risk management
- Issues management
- Model risk management
- Risk and control assessment
- Liquidity and Capital risk management
- Assist in preparing material and resources for regulatory examinations.
- Assist in the development, production and maintenance of risk management reports and presentations, including dashboards and data visualizations to highlight key risk metrics and other changes in the underlying risk.
- Serve as a resource to others who may be using the systems to extract or upload information. This may include training new users.
- Perform monitoring and testing in support of the Bank’s risk management framework
- Perform other risk related duties as assigned by Risk Management
Education and Experience Requirements:
- Bachelor’s Degree in Business-related field, or equivalent years of experience
- 5-7 years’ experience supporting Risk Management initiatives
- Strong written and verbal communication skills
- Working knowledge of banking laws and regulations
Essential Skills and Abilities:
- Proficient technical writing skills are required – presenting ideas in a clear, concise, understandable, and organized manner
- Proficient data compilation and analysis skills
- Effective planning, organizational, time management, and problem-solving skills
- Ability to work effectively under pressure. Flexibility and willingness to work at a rapid pace in strict time frames
- Skilled at handling a variety of assignments simultaneously
Education
Bachelor’s: Accounting, Bachelor’s: Actuarial Science, Bachelor’s: Applied Mathematics
Work Experience
General Experience – 3 to 6 years
The Business Analyst (BA) is a critical member of TriState Capital’s Program Management Office (PMO), responsible for understanding business problems, defining the business outcomes required to solve them, and translating those needs into clear, actionable requirements, user stories, and process flows.
The BA applies cross-functional analytical skills to uncover pain points, evaluate current-state processes, define future-state goals, and ensure project outcomes deliver measurable business value. The BA partners closely with business stakeholders and works with Technology to ensure solutions developed meet the defined outcomes and acceptance criteria.
The BA also supports solution validation by contributing to test planning, coordinating business testing, and ensuring outcomes align to business expectations.
Primary Functions of the Position:
- Partner with stakeholder teams across bank business units (i.e., operations, sales, finance, risk, AML/compliance, etc.) to develop necessary analysis and documentation in a collaborative way, communicating effectively and efficiently with production, managerial, and executive teams
- Evaluate, analyze, and communicate systems requirements on a continuing basis, and maintain systems processes, including the delivery of status to appropriate parties
- Author and update internal and external documentation, and formally initiate and deliver requirements and documentation
- Develop meaningful and lasting relationships with partners for optimized process development and systems integration
- Support questions and concerns from managers and executives with research, execution, and recommendations.
- Support reporting and analysis efforts within business units
- Support 3-5 concurrent projects, facilitating analysis and validation activities through the lifecycle
- Measure project performance using appropriate tools and techniques
- Work with team members to perform risk management assessment to minimize project risks
- Establishes and maintains relationships with vendors
- Develops and maintains templates within the bank’s project management system
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- 3-5 years business analysis experience
- Banking or related financial services preferred
- Strong quantitative and analytical skills
- Industry recognized certifications preferred
Essential Skills and Abilities:
- Proven capabilities with business analysis tools, including:
- Journey maps
- Process models
- User stories
- Requirement documentation
- Affinity diagram
- Traceability matrix
- Excellent client facing and internal communication skills
- Excellent written and verbal communication skills
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Data Processing
General Experience – 3 to 6 years
The Business Continuity Officers is responsible for the design, execution, and ongoing effectiveness of the organization’s enterprise-wide business continuity, disaster recovery, and incident management capabilities. This role ensures that critical business operations can withstand, respond to, and recover from disruptive events in a manner that protects clients, employees, financial soundness, and the firm’s reputation. As a senior leader within Operations, this role owns the first-line execution of business continuity and operational resilience programs, partnering closely with Technology, Facilities, Information Security, Risk Management, Compliance, and business leadership. The SVP provides clear leadership during incidents and exercises, sets enterprise standards, and ensures regulatory expectations are met across all applicable entities.
Primary Functions of the Position:
- Own and oversee the enterprise Business Continuity Management (BCM) and Disaster Recovery (DR) framework, ensuring it is comprehensive, current, and executable.
- Establish and maintain enterprise standards for Business Impact Analyses (BIAs), recovery strategies, recovery time objectives (RTOs), and recovery point objectives (RPOs).
- Ensure all critical business functions, applications, and third-party dependencies are appropriately identified, documented, and prioritized.
- Serve as a senior operational leader during material incidents, crises, and continuity events, providing structure, escalation, and decision support.
- Ensure incident response playbooks, escalation protocols, and communication processes are clearly defined, tested, and understood across the organization.
- Design and oversee an annual program of tabletop exercises, simulations, and live tests, and ensure lessons learned are documented and remediated.
- Partner with Third Party Risk Management and Procurement to validate continuity capabilities of critical suppliers and service providers.
- Provide executive and governance reporting and support regulatory examinations related to business continuity and operational resilience.
- Lead and develop a high-performing business continuity and resilience team and promote a culture of preparedness and accountability.
- Availability during both work hours, and off-hours (occasional weekends, evenings) as needed, to lead incident response when they arise
Education and Experience Requirements:
- Bachelor’s degree required; advanced degree preferred.
- Minimum 10+ years of experience in operations, business continuity, disaster recovery, operational resilience, or related disciplines within financial services or a regulated environment.
- Demonstrated experience leading enterprise-wide continuity and incident response programs.
- Strong understanding of regulatory expectations related to business continuity and operational resilience.
Essential Skills and Abilities:
- Executive presence with the ability to influence at the highest levels of the organization.
- Proven ability to lead calmly and decisively during high-pressure incidents and crises.
- Strong communication skills with the ability to translate complex risk scenarios into clear executive decision points.
- Ability to manage and influence across complex, matrixed organizations.
- Pragmatic approach that balances preparedness with business efficiency and operational discipline.
Summary of the Position:
The Accounting and Financial Reporting Analyst is an integral member of TriState Capital Bank’s Finance Team and reports directly to the Vice President in charge of Financial Reporting. The Accounting and Financial Reporting Analyst assists in the preparation of the Bank’s regulatory, SEC and board reporting, along with other internal and ad hoc reporting.
Primary Functions of the Position:
- Ensures timely and accurate preparation of internal and external financial reporting deliverables for management’s review
- Prepares schedules to support regulatory reports to the Securities and Exchange Commission, Federal Deposit Insurance Corporation, Federal Reserve Bank, and Federal Home Loan Bank, including quarterly reports on the Form 10-Q, annual reports on Form 10-K, the quarterly Call Report, FR Y-9C, FR Y-9LP, FR Y-8 and Qualified Collateral Reports
- Prepares and provides supporting documentation for board schedules, peer analysis, and various other internal reports
- Creates and maintains reports within the general ledger, Microsoft Excel, and various other systems used by the Bank, as supporting documentation
- Continuously looks for opportunities to improve processes for purposes of enhancing controls and gaining efficiencies
- Keeps abreast of emerging accounting, reporting and disclosure requirements issued by the FDIC, Federal Reserve, FASB and SEC
- Effectively participates in and executes ad hoc projects and assignments
Education and Experience Requirements:
- Bachelor’s Degree in Finance or Accounting required
- 3-5 years of overall accounting and financial reporting experience required
Essential Skills and Abilities:
- Broad understanding of GAAP accounting required
- Bank industry financial and regulatory accounting and reporting knowledge is a plus
- Proficiency with Microsoft Excel, Word and PowerPoint required
- Well-developed organizational, analytical and problem-solving skills aligned with excellent attention to detail and time management
- Ability to sustain productivity and maintain focus and composure under pressure to meet critical deadlines in a fast-paced professional environment
- Strong work ethic, sound judgment, initiative, and the ability to work effectively both independently and in a team environment.
- Strong written and verbal communication skills
- Experience with Hyperion, Prologue GL, FIS and Call Reporter Premier, and Wdesk a plus
Bachelor’s: Accounting, Bachelor’s: Business Administration, Bachelor’s: Finance
General Experience – 3 to 6 years
GS – Gen Sec Rep – Financial Industry Regulatory Authority (FINRA), OS – Operations Professional – Financial Industry Regulatory Authority (FINRA)
Summary of the Position:
Serves as a critical liaison between business stakeholders and IT teams, leveraging business process knowledge and technical expertise to align technology solutions with organizational goals, working to improve efficiency and the end user experience. Their primary responsibilities involve the entire system development lifecycle, from initial analysis to implementation and support.
Primary Functions of the Position:
- Requirements Gathering and Analysis: Collaborating with key stakeholders of all levels to identify, document, and validate business requirements and user needs.
- Assist various Lines of Business stakeholders with the creation of Business Requirements.
- Process Improvement and Design: Analyzing existing business processes, systems, and data to find areas for improvement and making recommendations for future state new or modified systems, software, or hardware to increase productivity, efficiency and end user experience.
- Solution Design and Specification: Translating business requirements into detailed functional and technical specifications and designs for development teams to use when building solutions.
- Experience working with Waterfall and Agile Methodologies
- Create and maintain comprehensive documentation such as use cases, Agile user stories, process diagrams, and technical specifications
- Ability to Manage an Agile Backlog
- Run Agile ceremonies when required
- Knowledge of APIs, middleware, and integration patterns to connect disparate systems
- Project Management Support: Assist the Project Manager with project planning, managing timelines, tracking progress, and coordinating activities across cross-functional teams ensuring projects are completed on time and within budget.
- Testing and Quality Assurance Support: Assist the QA team and LOB UAT members with UAT scripting, defect management, and answering questions.
- Training and Support: Assist the Business with end-user training for implementations, troubleshoot issues post-implementation and escalate when needed.
Education and Experience Requirements:
- Bachelor’s Degree or Equivalent Experience in Banking Systems Development
- Knowledge of Treasury Management and Commercial Banking and Systems
- Experience in the creation of Current State vs. Future State Diagrams
- Creation of C4 Architectural Diagramming (preferred, not required)
- Design Thinking Experience (preferred, not required)
- Analytical Thinking: Ability to break down complex problems, interpret data, and identify root causes and solutions.
- Technical Proficiency: Familiarity with systems analysis tools, databases, programming concepts, and software development life cycles (SDLC).]
- Communication Skills: Excellent verbal and written communication to clearly convey complex technical information to non-technical stakeholders and vice versa.
- Interpersonal Skills: Building effective relationships with stakeholders, facilitating discussions, and managing expectations.
- Attention to Detail: Ensuring accuracy in requirements, documentation, and system configurations.
- Problem-Solving: Proactive in identifying issues, thinking creatively, and providing feasible solutions.
- Project Management: Ability to prioritize tasks, manage time, and contribute to project planning and execution.
- Adaptability: Remaining flexible and responsive to changing business needs and technology landscapes
Summary of the Position:
The Commercial Loan Closing Specialist coordinates the loan closing process for new loans and modifications to existing loans within the C&I and CRE portfolio. This includes performing necessary due diligence (i.e. flood work, engaging inspectors & environmental engineers, review of insurance), reviewing loan approvals and draft documents, ensuring all closing conditions have been met and scheduling closings.
Essential Functions of the Position:
- Liaise with Bank Counsel to review complex loan documents
- Participate actively in deal closing calls that include internal and external deal team members and counsel
- Ensure documentation accurately reflect the conditions and structure set forth in the credit approval
- Work with Relationship Manager/Underwriter to understand the transaction and make sure that all relevant documentation and necessary due diligence is obtained
- Prepare funding requests and ensure accurate and complete funding information to ensure a timely closing
- Resolve post-closing loan requirements and clear exceptions.
Education and Experience Requirements:
- Post-secondary degree preferred
- Minimum 4 years of experience, including 2 years of bank operations processing, loan closings or related experience
- Commercial Real Estate experience
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
- Must demonstrate strong follow-up skills and the ability to prioritize tasks effectively
Summary of the Position
The Treasury Management Specialty Sales Officer (“TMO”) will execute the Treasury Management Specialty Sales Strategy. The TMO is responsible for managing the specialty sales portfolio, generating new business and providing representation of the bank in the market. The TMO is responsible for developing new/enhanced business relationships with select clients nationally and within the Bank’s footprint. This position requires consultative selling to targeted niches within Treasury Management is responsible for meeting individual annual sales goals. Responsibility includes strategizing to target and develop the deposit/treasury niches, developing and executing sales strategies to retain and fully penetrate new treasury management relationships. This position reports directly to the Head of Treasury Management Sales and Strategy.
Primary Functions of the Position:
- Demonstrates mastery level proficiency in all Depository Services and Treasury Management products
- Responsible for independent, consultative sales calling efforts focusing on treasury management opportunities primarily related to targeted industry verticals (mostly comprehensive payments and related services).
- Consults with existing and prospective deposit centric clients, by phone and in person, to learn their business & industry trends.
- Develops individual sales prospecting regimen, plans to achieve production goals and initiating strategies that will improve efforts and subsequent results.
- Drives visibility through industry engagement, conference participation and other activities to develop prospective client relationships and generate treasury management fee revenue and operating
- Provides education and knowledge of products to internal partners and to existing and prospective clients
- Become an industry expert as it relates to targeted industries and share knowledge within the bank and among prospect/client base.
- Effectively manages operational risk and compliance associated with
Education and Experience Requirements:
- Bachelor’s Degree or equivalent
- Certified treasury Professional (CTP) preferred but not required
- 5+ years of experience in one or a combination of the following: sales, business development, payment centric industries sales or treasury management sales experience
- Proven experience in complex, comprehensive payments/technological solutions and a strong understanding of related business applications, risk management protocols and
- Ability to generate calling activity and corresponding business by being a self-starter and leading opportunities independent of lending/credit.
Essential Skills and Abilities:
- Exceptional interpersonal, communication, and presentation skills
- Exceptional planning, time management, and organization skills
- Demonstrated analytical and problem-solving capabilities
- Demonstrated ability to work independently and build relationships
- Ability to work in a high-energy, fast-paced work environment and adapt quickly to changing circumstances
