Agency and C&I Loan Servicing Specialist

Bachelor’s Degree, or equivalent combination of education and experience
Experience in working with Fiserv Signature
5+ years of experience in Operational Lending environment
Time management – ability to independently prioritize tasks, objectives and meet specified deadlines
Teamwork – work closely with team members across loan ops in the organization with a “one team” mindset
Communication and collaboration – ability to effectively communicate issues and resolutions across and up in the organization
Knowledge sharing – creatively and impactfully share knowledge through training (group or 1:1), documented job aides and procedures and other methods as appropriate.

Supports daily Loan Operations functions and provide processing expertise and high level of customer service interactions to team leads and associates as well as internal and external customers by performing research and complex issue resolution for C&I and Agented loans
Leads communication for the participation desk; including inquiries, complex research and issue resolution
Ensures ticklers/exceptions are maintained and kept up to date
Ensures letter of credit renewals, extensions and all associated billing and ticklers are current
Trains and coaches less experienced colleagues on TriState Procedures and processes around agency servicing, participation loans and letters of credit
Independently completes complex calculations including but not limited to: accruing/unused fees, interest calculations, and letter of credit fees
Provides assistance to less tenured team members for the specified line of business through a variety of means including training and mentorship, loan level support and problem resolution
Ensures departmental procedures are updated if required; reviews for completeness and accuracy on a regular basis; identifies redundancies and inefficiencies, make recommendations, and successfully implement continuous improvement solutions
Projects, as assigned