Specialty Loan Servicing Associate

Celtic Bank•Salt Lake City, UT
•Hybrid

About The Position

The Specialty Loan Servicing Associate is responsible for supporting the day-to-day servicing of commercial and specialty loan relationships. This role works closely with borrowers and internal banking teams to ensure loan transactions are processed accurately, customer requests are handled promptly, and servicing requirements are completed in accordance with Bank policies and procedures. The position supports a variety of specialized lending products and plays a key role in delivering a high-quality customer experience while maintaining operational accuracy and compliance.

Requirements

  • Strong attention to detail and commitment to accuracy.
  • Excellent organizational skills and the ability to manage multiple priorities and deadlines.
  • Strong problem-solving and analytical abilities.
  • Effective verbal and written communication skills.
  • Customer-focused mindset with a commitment to providing exceptional service.
  • Ability to work independently and collaborate effectively with cross-functional teams.
  • Proficiency with Microsoft Office and other business systems.
  • Ability to learn new products, systems, and processes quickly.

Nice To Haves

  • Experience in banking, loan servicing, lending operations, finance, accounting, or a related field.
  • Experience processing financial transactions or working with loan documentation.
  • Experience supporting customers in a regulated or financial services environment.
  • Associate's or Bachelor's degree in Business, Finance, Accounting, or a related field.
  • Commercial lending experience is a plus but not required.

Responsibilities

  • Process loan payments, advances, disbursements, paydowns, and other servicing transactions.
  • Maintain accurate loan records, documentation, and system data.
  • Review funding requests and verify required documentation and conditions prior to funding.
  • Monitor borrower reporting requirements and follow up on required financial information and documentation.
  • Research and resolve servicing discrepancies, transaction issues, and customer inquiries.
  • Support cash management and account-related servicing activities.
  • Partner with lending, portfolio management, credit, and operations teams to support customer relationships.
  • Ensure servicing activities comply with established policies, procedures, and internal controls.
  • Identify opportunities to improve processes, controls, and the overall customer experience.

Benefits

  • Medical, dental, vision
  • 401(k) with employer match
  • Life and long-term disability coverage
  • HSA and FSA plans
  • Holidays and paid time off requests
  • Robust wellness program (we’re talking catered meals three times a week, lunch and learns, and onsite gym!)
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