Junior
Make a direct impact on client experience by owning essential loan servicing and escrow activities.
As a Loan Servicing Analyst in the Loan Servicing team, you will independently execute servicing and research activities to deliver timely, accurate, high-quality client service. You will resolve escrow issues and requests from internal and external stakeholders, process transactions, and research exceptions to identify root causes and solutions. You will maintain and enhance procedures and system documentation to keep processes current and clear. You will apply strong analytical skills, attention to detail, and sound judgment to manage priorities and meet deadlines. You will collaborate with teammates and cross-functional partners to support positive client outcomes and continuous improvement.
Manage and respond to client and stakeholder requests related to transaction servicing activity in alignment with loan documentation, servicing agreements, controls, and policy
Process and reconcile escrow account activity with a high standard of accuracy and timeliness
Research escrow exceptions and discrepancies, perform fact-finding and analysis, and recommend practical solutions
Escalate only highly complex or unprecedented issues with a clear summary and recommended path forward
Execute operational controls and complete required documentation to support a strong control environment
Identify opportunities to improve accuracy, speed, and client experience, and support implementation of enhancements
Provide input on process changes and participate in user testing for system enhancements
Review, update, and maintain procedures and job aids to reflect policy, system, or regulatory changes
Plan and organize your work to manage competing priorities and meet deadlines
Partner with teammates and cross-functional stakeholders to align on outcomes and resolve issues efficiently
At least 1 year of experience in banking, mortgage, financial services, accounting, or loan operations
Experience executing servicing, research, and issue resolution activities with strong attention to detail
Ability to learn and apply technical processes, procedures, and controls accurately
Demonstrated analytical and problem-solving skills, including fact-finding, clarification, and root-cause analysis
Strong written and verbal communication skills, with a client-focused mindset
Ability to work independently while collaborating effectively with teammates and partners
Proficiency in Microsoft Excel (including formulas, lookups, and pivot tables) and other Microsoft Office applications
Adaptability and comfort working with evolving priorities, systems, and policies
Bachelor’s degree in business management, accounting, finance, or a related field
Experience in commercial loan servicing and/or loan accounting
Experience reconciling escrow accounts and resolving escrow-related exceptions
Familiarity with commercial banking operations and related products or services
Experience updating procedures, job aids, or process documentation in an operational environment
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