Lead Commercial Loan Servicing Representative

• Provide training and guidance to less experienced Commercial Loan Servicing representatives in interpreting and understanding complex policies as well as managing cross group projects
• Research, respond to and resolve complex inquiries
• Train others on complex loan agency inquiries and servicing language in loan documentation and interpretation, as well as an understanding of financial services and customer support
• Coordinate and reconcile all loan advances and payments with member banks and customers and books letters of credit
• Support loan trading and assignments
• Prioritize work and provide day to day work leadership and mentorship to the support team
• Lead or contribute to customer issue resolutions that require coordination amongst various teams
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
• Ensure accurate and timely processing of loan transactions, including funding, booking, and servicing.
• Review and validate loan documentation for completeness and compliance.
• Manage Service Requests (SRs) within agreed SLAs and ensure quality checks before closure.
• Collaborate with internal teams (Collateral, QC, DA) to resolve discrepancies and ensure smooth workflow.
• Maintain accurate records and regularly update shared drives and systems.
• Identify process gaps and recommend improvements for efficiency and risk mitigation.
• Adhere to all regulatory and internal compliance requirements.
• Act as a subject matter expert for Agency and Member loan processes and assist in training new team members.

6+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• Bachelor’s degree in finance, Accounting, Business Administration, or related field.
• Experience in trade settlements and familiarity with settlement timelines and processes.
• Knowledge of Agency and Member loan processes preferred.