Loan Quality Operations Specialist

Role Overview

• Part of the Quality Control team supporting the Securities-Based Lending (SBL) line of business.
• Primarily a quality assurance/data quality review role rather than a credit-risk or underwriting position.
• Reviews daily/weekly/monthly samples to validate accuracy, completeness, timeliness, documentation and process adherence.
• Includes some regulatory/compliance-related reviews.
• Review loan data and reports for accuracy and completeness.
• Validate loan documentation and execution.
• Review applications and credit agreements.
• Validate collateral values where applicable.
• Ensure processes/ documentation are completed within required timelines.
• Perform regulatory/control reviews.
• Identify data quality or process issues and ensure appropriate controls are followed.
• Controls are a combination of report/system-based and manual reviews.
• Internal loan applications/systems will be trained on the job; candidates do not need prior experience with the specific systems.
• Excel is the primary external technical requirement

Must-Have Experience

• 3–5 years of lending experience, sec lending will be a differentiator
• Strong ability to read and understand loan documents.
• Experience with loan systems/applications and loan operations is highly relevant.
• Understanding of loan payments and collateral.
• Strong attention to detail and ability to identify data/documentation discrepancies.
• Excel: solid working knowledge required; basic filtering/spreadsheet manipulation is sufficient. No advanced formulas, macros, VLOOKUPs or pivot tables required.
• Loan Operations background would be a strong fit.

Nice-to-Have

• Securities-Based Lending (SBL) experience is preferred but not mandatory.
• Familiarity with brokerage accounts, collateral and securities-backed facilities.
• Experience with commercial real estate or life insurance premium finance lending is useful but represents a smaller portion of the work.