Specialist III - Wholesale Loan Onboarding (Hybrid)
About The Position
The Wholesale Loan Onboarding Specialist III supports the administration and servicing of the Bank’s wholesale loan portfolio, ensuring operational accuracy, efficiency, and compliance throughout the loan lifecycle. The role applies extensive loan onboarding knowledge to resolve complex issues, support internal partners, and maintain the integrity of servicing operations. With limited supervision, the incumbent analyzes non-routine situations, guides less experienced team members, and contributes to process improvements that enhance operational effectiveness and service delivery. The position reports to the Supervisor – Loan Servicing. A high school diploma or equivalent is required, and the role typically requires 5+ years of relevant experience. The position may require obtaining and maintaining NMLS registration. Compensation is based on factors including education, work experience, skills, certifications, and geographic location. Eligible teammates may participate in a comprehensive benefits package, subject to plan terms and eligibility requirements. Certain positions may also be eligible for incentive compensation, bonuses, or other variable compensation, subject to applicable plans and performance criteria.
Requirements
- High school diploma or equivalent.
- Typically 5+ years of relevant experience.
- Broad knowledge of wholesale loan onboarding operations, loan documentation, servicing systems, and related operational controls.
- Ability to analyze complex issues, identify root causes, and implement effective solutions.
- Strong attention to detail, accuracy, and risk awareness.
- Excellent customer service, interpersonal, verbal, and written communication skills.
- Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs.
- Ability to work independently, exercise sound judgment, and make informed decisions within established guidelines.
- Strong organizational, analytical, and problem-solving skills.
- Proficiency with Microsoft Office applications and other applicable business systems.
Nice To Haves
- May require obtaining and maintaining NMLS registration.
- Ability to provide guidance, training, and support to less experienced team members.
Responsibilities
- Execute and support wholesale onboarding loan servicing activities to ensure accurate, efficient, and compliant administration of the Bank’s loan portfolio.
- Process and review wholesale loan onboarding transactions, account maintenance requests, escrow activities, collateral records, and other servicing functions in accordance with established procedures.
- Research, resolve, and escalate onboarding exceptions, discrepancies, and complex operational issues as appropriate.
- Provide timely support and issue resolution to internal partners and customers.
- Maintain compliance with applicable regulations, investor requirements, and Bank policies, including BSA/AML requirements.
- Provide guidance and operational support to less experienced team members.
- Identify and support process improvements that enhance operational effectiveness, risk management, and service quality.
- Participate in audits, examinations, projects, testing efforts, and procedure updates as needed.
- Perform other duties as assigned.
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability coverage
- Paid time off
- 401(k) plan
- Wellness resources
- Other programs designed to support teammates’ health and financial well-being
- Certain positions may be eligible for incentive compensation, bonuses, or other variable compensation
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
