Loan Participations Specialist

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.
Who is Customers Bank?
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.
We get you further, faster.
Focused on you: We provide every customer with a single point of contact. A resolute team member who is committed to meeting your needs today and tomorrow.
On the leading edge: We are innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we are a partner you can trust.
What you will do:

• Assist in the daily processing of the Participation / Syndication loans and work with partner institutions on remittance processing.
• Perform ongoing maintenance with the Participation/Syndication loans, maintaining all updates and changes.
• Share Participations and Syndications best practice knowledge with the team, while assisting the team with daily questions and tasks.
• Provide delegate support to the Participations and Syndications Manager.
• Provide thoughtful insight and assist the Participations and Syndications Manager with strategic direction to improve loan processing services for the benefit of the customer and the Bank.
• Assist in the development of plans to identify, source, and implement industry best practices and processes.
• A dedicated focus on new loan onboarding of Participation and Syndicated notes and sub-notes.
• Work with the participating institutions to ensure accuracy and reconcilement of loan accounts across all channels. Keep accurate records and perform ongoing reconcilement of Participation and Syndicated loans.

• Administer direct loan input, verification procedures, and record retention for all loan processing items.
• Work with internal Loan Operations team members to ensure accuracy of data on all loan accounts across all channels of our loan portfolio.
• Collaborate and successfully communicate with the other areas of Loan Operations to maintain knowledge of all processes across the Operations organization and assist in resolving any questions across teams.
• Additional tasks as assigned by Loan Operations Management.

What do you need?

• 5-7 years' experience within Loan Operations and/or Bank Operations required.
• 3-5 years' experience working in Participation and Syndication loans required.
• Ability to read, analyze, and interpret financial reports and legal documents.
• Supervisory experience preferred.
• Influential mentor, communicator, and trainer.
• Ability to provide excellent internal and external customer service and loan servicing skills.
• Strong organizational and prioritizing skills.
• Ability to work in a fast paced, demanding, and rapidly changing environment.
• Work a minimum 40-hour work week with flexibility to work longer hours when needed. This will be a requirement for last business day of each month and last business day of the calendar year.
• Ability to be present at Malvern office location in a hybrid work environment, currently Monday, Tuesday and Thursdays.

Technology Skills:

• Advanced experience with CORE banking systems-IBS Core banking experience preferred.
• Proficient with Finastra LaserPro loan document management solution, or similar Documentation platform.
• Proficient with Salesforce applications.
• Proficient with Microsoft Office Suite.
• Proficient with nCino cloud banking platform.
• Willingness to embrace and learn the advantages AI technology can bring to Customers Bank.

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.
Diversity Statement:
At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.