Loan Ops Support Specialist

Synovus•Charlotte, NC

About The Position

The Loan Operations Support Specialist provides administrative and operational support to Pinnacle’s loan processing and servicing teams. The role supports accurate handling of loan documentation, compliance and reporting requirements, and efficient workflows across the loan operations department. The specialist collaborates with internal teams to resolve issues, improve processes, and provide high-quality service to clients and stakeholders. The position also includes people-management responsibilities, such as managing annual performance and merit processes for applicable direct and indirect reports, coaching and developing team members, fostering engagement, and working with Human Resources on employee relations, compensation, training, and filling vacancies. The role requires awareness of risks in its functional area and timely reporting of known or suspected violations. It also includes helping meet clients’ business and personal financial needs, referring them to specialty areas when appropriate, assisting colleagues to deliver service, and performing other related duties as required.

Requirements

  • Bachelor’s degree in Business Administration, Finance, or a related field.
  • At least 10 years of experience in loan operations, banking, or a related field.
  • Strong attention to detail and organizational skills.
  • Excellent communication and interpersonal abilities.
  • Proficiency with loan management software and Microsoft Office Suite.
  • Ability to work collaboratively with internal and external stakeholders.

Nice To Haves

  • Knowledge of loan documentation and regulatory requirements is preferred.

Responsibilities

  • Prepare, review, and process loan documentation for accuracy and completeness.
  • Support compliance with internal policies and external regulatory requirements.
  • Maintain and update loan records and databases.
  • Generate and distribute operational reports as needed.
  • Collaborate with underwriting, servicing, and other departments to facilitate workflow.
  • Identify and help implement process improvements.
  • Respond to internal and external inquiries regarding loan operations.
  • Support audits and quality assurance initiatives.
  • Provide administrative support to the loan operations team.
  • Stay current with industry trends, technologies, and regulatory changes.
  • Manage annual performance management and merit processes for applicable direct and indirect reports.
  • Coach and develop team members and foster an engaged work environment.
  • Work with Human Resources on employee relations, compensation, training, and posting and filling vacant positions.
  • Observe applicable policies, procedures, laws, regulations, and role-specific risk limits, and promptly report known or suspected violations to the appropriate Company authority.
  • Help meet clients’ business and personal financial needs and refer clients to specialty areas such as Trust, Investments, Insurance, and Treasury Management as appropriate.
  • Assist other team members as needed to ensure delivery of distinctive service.
  • Perform other related duties as required.
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