Primary Functions of the Position:

+ Ensure that the core loan system matches the executed legal documents, whether via input or review

+ Process or review new loans, renewals, modifications, extensions, payments, advances, maintenance, and system generated reports

+ Provide customer support to both internal and external clients regarding account inquiries, research, and operational issues

+ Provide backup support for other related duties, such as overseeing the printing and mailing of loan statements and manual calculation of accruing fees on commercial loans

+ Work closely with Relationship Managers, Service Teams, Legal and Compliance to effectively execute on deliverables

Education and Experience Requirements:

+ High School Diploma or equivalent; post-secondary degree preferred

+ 2-4 years of experience, including previous bank operations or financial services experience

+ Previous Consumer/Private Bank/Wealth Management quality review experience with knowledge of lending regulatory requirements is a plus

Essential Skills and Abilities:

+ Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents

+ Strong attention to detail

+ Ability to communicate effectively in person, through email, and over the phone

+ Proficiency in basic math skills and general knowledge of office software is required

+ Ability to work in a fast-paced, high-intensity work environment

+ Job may require additional hours of work during peak periods to meet service levels