Loan Servicing Specialist – Team Member, a pivotal role within our Loans group. This essential position is designed to deliver on specific tasks and requirements, making it a crucial part of our team. As a Loan Servicing Specialist, you will gain valuable exposure to various aspects of operating a banking office, contributing to the seamless functioning and success of our financial services. Join us to play an integral role in our dynamic and collaborative environment.
Job Responsibilities
- Adhere to established QUALITY & QUANTITY SLAs consistently.
- Ensure 100% compliance with process-related policies, guidelines, and controls.
- Manage Deal Closing, Drawdowns, Rollovers, Repayments, and other financial processes efficiently.
- Support the secondary trading desk with trade booking and settlements.
- Liaise with bank departments and external contacts, including Borrowers and Trustees.
- Follow up timely with agents or customers for any missing notifications.
- Complete all funding within the SLA on the same day.
- Serve as the SME and first internal POC for process-related queries and clarifications.
- Act as the first point of escalation for process-related issues from customers.
- Pay attention to detail to ensure all documents are processed correctly.
- Identify changes to processes to improve productivity and efficiency.
Required Qualifications, Skills and Capabilities
- Hold a Bachelor’s degree in Finance or a related field, or possess equivalent work experience.
- At least 6 months of experience in the Financial Services industry with a proven track record of delivery.
- Understand business financial statements, cash flow capacity, and loans across various industries and business types.
- Exhibit strong research, analytical, and comprehension skills to analyze large data sets.
- Manage clients effectively, build partnerships, and lead while dealing with multiple stakeholders simultaneously.
- Utilize effective time management and prioritization skills to achieve business objectives.
- Communicate effectively with strong interpersonal and analytical skills, working independently on multiple assignments.
Preferred qualifications, skills and capabilities
- Build relationships with clients, internal partners, and peers effectively.
- Recognize issues or problems that need to be escalated promptly.
- Develop domain learning and exhibit strong interpersonal and communication skills.
- Apply analytical thinking and problem-solving skills effectively.
- Understand the product lifecycle and area product management thoroughly.