Perform high volume, complex monetary and non-monetary transactions on Commercial Loans ensuring service levels are met in terms of timeliness, accuracy, quality and customer service.

Ability to work both independently and collaboratively through projects and day to day functions. 

Utilize lessons learned and previous experience to perform complex research and adjustments to loan system data.

Facilitates teamwork and continuity.

Solid knowledge required for the role and pursues new knowledge proactively.

Positively accepts change and engages productively with team and relevant stakeholders.

Communicate with lines of business partners and other managers regarding loan transactions and exceptions.

Manage a portfolio of active credit facilities as the Loan Operations Servicer for a variety of Bilateral loans for the Commercial Corporate Banking line of business

Process loan requests (disbursements, pay downs, payments, etc.); interest and exchange rate fixing, interest and fee calculations, billing and liquidations

Communicate directly with Customers for all loan related requests (ie. resolving and expediting inquiries, discrepancies, and other special requests)

Strong written and verbal communication skills are required on a daily basis to maintain and provide customers with a consistent high level of service 

Coordinate loan trading activity, including settlement coordination, obtaining required consents, and updating/maintaining the loan register

Work closely with respective business units and other internal partners to align needs and provide support as needed

Manage all exception and maintenance reporting for cash breaks analysis, reconciliations of interest, fees etc.

Complete comprehensive testing of system enhancements

Review of, and extraction from, legal documents for compliance, interpretation and operational viability and support

Develop, design, and implement inter-departmental controls and risk reducing processes with the primary goal of maintaining accurate books and records

Prepare and submit periodic (daily and above) departmental and team reports and metrics

Establish and maintain Customer Satisfaction as the singular priority

Manage multiple workflow tools including Gmail, Salesforce, Customer Hotline

A secure home office environment that is free from background noise and distractions

A reliable private internet connection that is not supplied via cellular data or hotspot 

• A private network that is password protected where you have ownership or line of sight to every device on the network

• Internet service must be provided by Cable or fiber Internet Service Provides (ISP) 

• Hotspots and satellite services are prohibited and do not meet performance criteria required for optimal agent/customer interactions

• ISP download speeds on VPN must be at least 5Mbps, with 10+ Mbps preferred

• To validate ISP speeds from a Chrome browser, go to www.google.com, type Speed Test and run from the Google landing page

Both Hardwire and WiFI internet connections are acceptable as long as speed and security requirements are met

Candidates must live within approximately 50 miles of one of the hub locations based in 23238 or 75024 and be comfortable coming in person whenever required with no less than 24 hours notice.

High School Diploma, GED or equivalent certification 

At least 1 year of experience in Banking Operations

At least 1 year of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

Bachelor's Degree or military experience

2+ years of systems experience in ACBS

2+ years of systems experience in Salesforce

2+ years of experience with Microsoft Office (Outlook, Excel, Word, PowerPoint) or Google Suite (Sheets, Slides, Docs)

2+ years of Bilateral Loan Closing or Bilateral Loan Servicing experience

2+ years of experience in Commercial Banking Operations