Loan Ops Support Specialist

Synovus Bank•Birmingham, AL

About The Position

The Loan Operations Support Specialist provides administrative and operational support to Pinnacle’s loan processing and servicing teams. The role helps ensure accurate handling of loan documentation, supports compliance and reporting requirements, and maintains efficient workflows across the loan operations department. The specialist works with internal teams to resolve issues, implement process improvements, and deliver high-quality service to clients and stakeholders. The position also includes responsibilities related to team performance management and development, coordination with Human Resources, risk awareness and reporting, and helping address clients’ financial needs by referring them to appropriate specialty areas. Employees are expected to assist other team members and perform other related duties as required. The description notes that it outlines the general nature of the work and is not a comprehensive inventory of every duty or qualification.

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.

Responsibilities

Assist with preparing, reviewing, and processing 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.
Assist in identifying and implementing 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 direct and indirect reports, as applicable.
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, among other HR matters.
Observe applicable policies, procedures, laws, regulations, and risk limits; report known or suspected violations to the appropriate Company authority in a timely manner.
Help meet clients’ business and personal financial needs and refer them to specialty areas such as Trust, Investments, Insurance, or Treasury Management, as appropriate.
Assist other team members as needed to ensure distinctive service.
Perform other related duties as required.