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.

Job Summary

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.

Essential Duties and Responsibilities

• 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

Knowledge, Skills, and Abilities

Knowledge of

• Familiarity with loan systems; and ability to read and understand loan documents in order to review that the loan system matches the loan documents

Skill in

• Strong attention to detail

• Proficiency in basic math skills and general knowledge of office software is required

Ability to

• Ability to communicate effectively in person, through email, and over the phone

• 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

Educational/Previous Experience Requirements

Education/Previous Experience

• 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

Job: Operations

Primary Location: US-PA-Pittsburgh-Pittsburgh

Organization TriState Capital Bank

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2402195