Atlantic Union Bank · 2 weeks ago
Loan Operations Associate III--Centralized Funding (Columbia, MD or Richmond, VA) (Hybrid)
Columbia, VA
Full-time
Hybrid
Mid Level
3+ years expAtlantic Union Bank is seeking a Loan Operations Associate III to support customers’ loan servicing needs and improve operational processes. The role requires advanced understanding of loan products and involves handling complex maintenance and service activities while ensuring excellent customer experience.
BankingFinancial ServicesWealth Management
Responsibilities
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank’s BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information
Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities
Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries
Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments
Perform manual interest accrual calculations
Perform loan boarding of complex loans to core operating systems with accuracy
Process complex loan modifications, conversions, and extensions
Participate in the production year-end regulatory tax reporting and corrective reporting
Comply with dual control standards as required
Ensure daily production goals are met and maintain quality
Participate on assigned projects
Perform research with regard to complex loan and general ledger accounts
Manage complex syndication, participation, Equipment Finance and SWAP transactions
Perform complex manual system updates, form generation, and billing schedules
Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities
Provide cross-training to department teammates, as needed
Handle escalated customer requests
Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed
Qualification
Required
High School diploma or equivalent required
Minimum 3 years loan servicing experience or 5 years of operations or related experience REQUIRED
Banking, accounting or finance experience required
Advanced understanding of loan products and in-depth loan industry experience
Ability to work effectively with minimal supervision and be a team player
Responds to inquiries relating to his or her particular area or to requests from customers and other Bank personnel within given time frames and within established policy
Supports other teammates within the team
Understanding assigned process and procedures as it relates to the job task
Adhere to all applicable laws and regulations governing bank operations, including compliance with the Bank's BSA/AML Policy and Procedures
Ensure excellent service is provided to our internal partners and customers
Identifies and resolves issues within assigned function
Performs all other job duties as assigned
Provide high degree of professionalism and confidentiality in handling and having access to sensitive information
Takes accountability for entire process from receipt of work to resolution and closure. Provide recommendations on areas of opportunities
Advanced understanding of loan documentation and the ability to apply complex legal concepts to system entries
Perform advanced loan maintenance, code corrections and/or changes, reversals and reapplication of payments
Perform manual interest accrual calculations
Perform loan boarding of complex loans to core operating systems with accuracy
Process complex loan modifications, conversions, and extensions
Participate in the production year-end regulatory tax reporting and corrective reporting
Comply with dual control standards as required
Ensure daily production goals are met and maintain quality
Participate on assigned projects
Perform research with regard to complex loan and general ledger accounts
Manage complex syndication, participation, Equipment Finance and SWAP transactions
Perform complex manual system updates, form generation, and billing schedules
Assist with SBA, Federal Reserve Bank, and FHLB pledging reporting activities
Provide cross-training to department teammates, as needed
Handle escalated customer requests
Support the functions outlined in the Loan Operations Associate I and Loan Operations Associate II roles as needed
Advanced experience with MS Office Suite
High level of accuracy and great attention to detail
Excellent customer service skills
Excellent oral and written communication skills
Detail oriented and quality focused
Flexible, able to adapt to change
Ability to prioritize tasks and meet deadlines
Able to handle and prioritize multiple assignments
Experience with loan operations processes
Familiar with complex loan documents and concepts
Benefits
Eligible to participate in either an applicable incentive compensation plan for the position
Discretionary profit sharing bonus program
Comprehensive benefits package
Company
Atlantic Union Bank
Atlantic Union Bank is a financial company that provides wealth management, private banking, and advisory products and services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$402.5M2024-10-21Post Ipo Equity· $402.5M
1993-10-08IPO
Leadership Team
Jule Kreyling
President and CEO
Jon Bridges
SVP, Mortgage Chief Operating Officer
Recent News
Maryland Daily Record
2026-01-03
2025-12-05
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