Loan Servicing Specialist IV
Listed on 2026-06-12
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Finance & Banking
Banking Operations, Financial Services, Loan Servicing, Financial Consultant
Job Responsibilities
- Act as the primary point of contact for internal and external clients, addressing loan servicing issues and providing resolution in accordance with established procedures.
- Interpret loan documents and ensure accurate system setup for new deals, restructures, and amendments, applying critical thinking to identify and resolve non-routine problems.
- Initiate loan activities such as funding, re-pricings, and payments as per client instructions and credit agreements, demonstrating proficiency in time management and organization.
- Calculate and monitor complex interest and fee accruals at various rate levels, ensuring accuracy and compliance with changing lender distributions.
- Provide guidance and mentorship to junior roles, leveraging your expertise in loan servicing and your developing skills in mentoring and stakeholder management.
- Baseline knowledge or equivalent expertise in loan servicing, including understanding of loan documents and lending processes.
- Demonstrated ability to manage and monitor multiple tasks effectively, showcasing strong time management and organizational skills.
- Experience in conflict management, with the ability to identify and resolve conflicts that may arise within teams or as a result of business decisions.
- Beginning proficiency in critical thinking, with the ability to organize, compare, and critically evaluate various aspects of loan servicing situations, generating conclusions consistent with the facts and associated risks.
- Developing proficiency in listening and questioning, with the ability to actively listen, empathize with the speaker, and ask well‑thought‑out questions to gain information and promote deeper understanding.
- Strong collaboration skills with cross‑functional teams to ensure seamless client service operations, enhancing client satisfaction and service delivery.
- Flexibility and adaptability in adjusting to changing conditions and priorities, maintaining a positive and optimistic outlook during periods of change.
- Demonstrated teamwork and motivation, actively contributing to team success by being supportive, helpful, and collaborative, while also being a highly motivated self‑starter capable of working independently within a team setting.
- Strong interpersonal relationship skills, with a willingness to learn, receive direction, and ask well‑thought‑out questions to enhance understanding and performance.
- Excellent organizational skills, enabling efficient functioning in high-volume, fast‑paced, deadline‑oriented environments while maintaining service level agreements.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Eligible roles may receive commission‑based pay and/or discretionary incentive compensation, paid in cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on‑site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Additional details about total compensation and benefits will be provided during the hiring process.
We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs.
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