1699588: Loan Servicing Specialist III - Centralized Money Movement (LSLS03)

Help move capital with precision and impact. In this role, you will support critical loan servicing activities that enable timely funding and seamless transaction execution. You will collaborate closely with internal partners to resolve exceptions, meet service levels, and deliver a strong customer experience. If you enjoy detail-driven work, structured processes, and continuous improvement, this role offers meaningful opportunities to grow.
Job summary
As a Loan Servicing Specialist in Central Money Movement team, you process and approve commercial loan transactions that support accurate booking, funding, and settlement. You partner with internal stakeholders to research transaction inquiries, resolve exceptions, and meet defined productivity and quality targets. You bring strong attention to detail, customer focus, and comfort working across multiple loan servicing platforms.
Job responsibilities
Book new loans and complete transactions on existing loans in accordance with established procedures
Review, validate, and process monetary loan transactions accurately and within service level expectations
Execute loan funding and related cash movements, including transfers to general ledger and deposit accounts as applicable
Calculate interest and fee accruals to support accurate billing and transaction processing
Track and manage incoming requests, ensuring timely updates and clear documentation
Research detailed inquiries from internal partners regarding previously processed transactions
Resolve transaction exceptions, rejects, and breaks by identifying root cause and coordinating next steps
Provide responsive customer support for high-volume and/or complex activities requiring cross-team coordination
Participate in project work and process improvement initiatives, including testing or working groups as needed
Maintain individual productivity and quality goals and complete other duties as assigned
Required qualifications, capabilities and skills
At least 1 year of experience processing and/or approving commercial loan servicing transactions in a high-volume, deadline-driven environment
Ability to execute loan booking, funding, and cash movement activities with strong attention to detail
Ability to calculate interest and fee accruals for billing or transaction support
Proficiency using commercial loan servicing systems (e.g., Loan IQ, ACBS) or equivalent platforms
Working knowledge of transaction controls, reconciliation practices, and exception management
Strong written and verbal communication skills, including the ability to explain transaction status clearly to internal partners
Strong customer service skills, including professional handling of complex or urgent inquiries
Ability to prioritize work, track requests, and manage multiple transactions concurrently
Proficiency with standard productivity tools (spreadsheets, email, and document tools) for tracking and reporting
Preferred qualifications, capabilities and skills
Exposure to multiple commercial lending products or market segments (e.g., middle-market or private banking loan servicing)
Experience supporting loan lifecycle activities across booking, funding, and servicing processes end-to-end
Experience participating in process improvement initiatives or project work in an operations environment
Exposure to AI-enabled business tools and willingness to adopt emerging technologies that support process improvement and operational excellence.
Familiarity with additional loan servicing tools beyond primary platforms (TBD: confirm whether “VLS” should be named externally)
Additional information
Visa sponsorship is not available for this position.
Work schedules will be full-time in office, on a 40-hour per week schedule.