Loan Servicing Liaison

EagleBank•Bethesda, MD

About The Position

The Loan Servicing Liaison provides administrative support to an assigned lending team, helping deliver responsive service and maintain complete, accurate loan records. The role works closely with Relationship Managers, Portfolio Managers, Portfolio Administrators, and Loan Servicing to coordinate document collection, monitor outstanding documentation and insurance requirements, and support timely resolution of loan exceptions. By strengthening coordination between the lending team and servicing partners, the position supports efficient portfolio administration and lasting client relationships. The position reviews new loan and loan modification files, uploads documents and financial statements, gathers compliance-related information, maintains construction loan files, and coordinates collateral release requests. It also reviews and tracks exception reports, follows up on outstanding items, coordinates with clients and internal and external partners, and performs other assigned duties while complying with Bank policies and standards.

Requirements

High school diploma, GED, or equivalent.
1 year of administrative experience.
1 year of customer service experience.
General knowledge of Microsoft Office, with emphasis on Outlook, Word, and Excel.
Ability to use office equipment, including copiers, scanners, and fax machines.
Strong organizational skills and attention to detail, with the ability to prioritize multiple requests and deadlines.
Professional written and verbal communication skills.
Ability to handle confidential borrower and Bank information appropriately.

Nice To Haves

Familiarity with Bank-approved artificial intelligence tools for administrative tasks, with attention to data confidentiality and verification of outputs.
Banking or loan servicing experience.

Responsibilities

Review new loan and loan modification files promptly to ensure required documents are uploaded to the Imaging System, and partner with Portfolio Administrators to obtain outstanding documents.
Promptly upload documents and financial statements received from Portfolio Administrators and Portfolio Managers.
Gather and monitor compliance-related information, including completing HMDA forms and Community Development Loan Worksheets.
Maintain construction files for all construction loans.
Prepare and route collateral release requests, obtain approval, and submit approved requests in accordance with Bank procedures.
Coordinate administrative processing.
Review Exception Reports weekly with Portfolio Administrators and Portfolio Managers; maintain status records, document follow-up activity, and escalate overdue or unresolved items in accordance with Bank procedures.
Identify and track exceptions until they are cleared.
Coordinate with clients, internal partners, and third parties to obtain documents supporting timely resolution.
Perform other duties as assigned.
Comply with all policies and standards.