Loan Servicing & Quality Assurance Specialist

Description

TriState Capital Bank is an independent chartered bank subsidiary of Raymond James. Headquartered in Pittsburgh, PA, TriState Capital Bank provides premier private banking, commercial banking, and treasury management products and services to corporate, institutional, and high-net-worth (HNW) clients.

Summary of the Position:

The Loan Servicing and Quality Assurance Specialist will perform both data input of transactions and quality review of the core loan system for both consumer and commercial loans.

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

Qualifications

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

TriState Capital Bank provides equal employment opportunity and advance in employment to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or other categories protected by law.

TriState Capital Bank is an Equal Opportunity Employer.

Job: Operations

Primary Location: US-PA-Pittsburgh-Pittsburgh

Organization TriState Capital Bank

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2403277