Collateral & Insurance Manager

Location:

Malvern, PA

Employment type:

Full time. This role is onsite Monday through Thursday with Friday remote.

Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

As the Collateral & Insurance Manager, you’ll lead the integrity, compliance, and performance of the bank’s collateral and insurance management processes. You’ll ensure all pledged assets and insurance documentation meet regulatory, policy, and risk standards while leveraging automation, AI, and data analytics to drive accuracy and efficiency. Partnering with teams across the organization, you’ll enhance collateral tracking, insurance compliance, and exception resolution through smarter workflows and technology.

You’ll champion continuous improvement, implement dashboard solutions, and lead a team that maintains precision, accountability, and audit readiness across the loan lifecycle.

• Direct, coach, and inspire a high-performance team responsible for collateral documentation verification and insurance tracking.
• Oversee the full lifecycle of collateral and insurance management across loan portfolios, ensuring accuracy, timeliness, and compliance with regulatory, policy, and credit requirements.
• Serve as the primary point of accountability for audit readiness, leading examinations, responses, and remediation related to collateral and insurance documentation.
• Partner with teams across the organization to align collateral data, lien perfection, and insurance compliance across all core systems and business lines.
• Deploy and manage AI, OCR, and automation tools to enhance data integrity, accelerate workflows, and reduce manual processing.
• Continuously analyze existing procedures to identify and execute efficiency, scalability, and quality improvements.
• Develop and maintain dynamic dashboards and performance metrics to track collateral coverage, insurance expirations, turnaround times, and exception resolution rates.
• Collaborate with Compliance, Technology, and Risk to strengthen governance, data transparency, and process automation across the lending ecosystem.
• Lead and execute special projects such as system enhancements, workflow optimization, and audit-driven corrective actions.
• Review and approve complex or high-value collateral releases and insurance exceptions, ensuring proper controls and documentation.
• Provide continuous training, coaching, and performance feedback to promote consistency, accountability, and professional development across the team.
• Champion a culture of precision, operational excellence, and proactive risk management in all collateral and insurance functions.

710 years of comprehensive experience in commercial or consumer banking operations, with a strong background in collateral management, insurance compliance, and loan servicing. Proven ability to lead teams, ensure regulatory adherence, and implement technology-driven improvements that enhance accuracy and operational performance.

• In-depth expertise in loan collateral structures, lien perfection, and insurance requirements across diverse commercial and consumer lending products.
• Strong command of regulatory frameworks and compliance expectations governed by the OCC, FDIC, and CFPB, with practical experience supporting internal and external audit examinations.
• Demonstrated success designing and implementing process improvements, automation initiatives, and workflow optimizations to strengthen operational accuracy and efficiency.
• Skilled in leading, mentoring, and developing teams within high-volume, detail-driven environments that demand precision, accountability, and consistency.
• Solid understanding of emerging technologies, including AI, machine learning, and OCR solutions, with the ability to apply them to enhance data quality, exception management, and reporting transparency.

• Exceptional…