Customers Bank · 19 hours ago
Loan Operations Specialist
Malvern, PA
Full-time
Hybrid
Mid Level
3+ years expCustomers Bank is a super-community bank focused on delivering exceptional customer experiences. The Loan Operations Specialist will oversee a variety of tasks related to onboarding, servicing, and managing loans, ensuring operational excellence and compliance while providing outstanding support to customers.
BankingCommercialFinancial ServicesVenture Capital
Responsibilities
Administer the direct input, verification, and ongoing maintenance of loans in the bank's core operating system
Focus on the accurate onboarding of Commercial, SBA, Participation, and Syndication loans
Ensure records are accurate, complete, and properly retained to meet compliance and regulatory standards
Collaborate with internal team members to validate loan information and provide support for all channels of the loan portfolio
Process loan payments and advances while adhering to internal compliance guidelines
Respond to inquiries from internal and external customers with a thorough understanding of loan structures, documentation, and system operations
Assist in completing recurring tasks, including system updates, payment reconciliations, and monthly reporting
Adapt to changing processes and environments, identifying opportunities to streamline servicing procedures
Share expertise on best practices for Participation and Syndication loans with team members and management
Work closely with all areas of Loan Operations to maintain consistent knowledge of processes and procedures across the organization
Support other Loan Operations functions as needed to meet business demands, particularly during peak periods
Develop and assist in implementing plans to identify, source, and execute industry best practices for loan processing and servicing
Qualification
Required
3-5 years of previous experience within Loan Operations and/or Bank Operations required
Hands-on experience with onboarding, servicing, Participation/Syndication loans required
Strong knowledge of Commercial, SBA, Participation and Consumer loan operations
Ability to interpret financial reports, legal loan documents, and complex loan structures
Strong customer service focus with excellent verbal and written communication abilities
Proven adaptability in a fast-paced, dynamic environment
Advanced experience with core banking systems (IBS preferred)
Proficiency in Finastra LaserPro, Salesforce, and nCino platforms
Proficient with Microsoft Office Suite
Ability to embrace and leverage AI technology for operational improvements
Company
Customers Bank
Customers Bank offers commercial, consumer, and specialty banking services.
Founded in 1997Washington, District of Columbia, USA
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$357.95M2025-09-03Post Ipo Equity· $150M
2019-12-10Post Ipo Debt· $74.75M
2014-12-30IPO
Leadership Team
Philip Watkins
Chief Financial Officer
Robert Fischer
Senior Vice President, Regional Chief Lending Officer
Recent News
Morningstar.com
2026-01-18
Company data provided by crunchbase