Senior Loan Operations Specialist

1 week ago


New York, New York, United States Webster Bank Full time

We are seeking a meticulous and committed Loan Operations Specialist to become a part of our team at Webster Bank. If you have a strong desire to assist individuals and enterprises in reaching their financial aspirations, we would like to hear from you.

About Us: Established in 1935, Webster Bank is a prominent commercial financial institution that prioritizes integrity, teamwork, accountability, adaptability, respect, and excellence. We are dedicated to serving our clients and communities while fostering a supportive workplace for our employees.

Position: Loan Operations Specialist

Key Responsibilities:

  • Act as the main point of contact between the Lending Team and Operations
  • Execute Know Your Customer (KYC) procedures and finalize entity configurations on loan platforms
  • Draft Loan Setup documentation and complete necessary checklists for finalization
  • Facilitate pre-finalization tasks with legal representatives
  • Oversee and coordinate insurance requirements
  • Examine preliminary loan agreements for compliance with institutional policies
  • Conduct quality assurance evaluations on loan platforms
  • Engage in internal initiatives aimed at enhancing the lending workflow

Qualifications, Skills & Experience:

  • Bachelor's degree from an accredited institution
  • Over 5 years of experience in commercial lending operations
  • Excellent interpersonal and client service abilities
  • Basic knowledge of loan and lending systems along with proficiency in Microsoft Applications
  • Fundamental skills in mathematics, accounting, and finance

All qualified candidates will be considered for employment without discrimination based on race, color, religion, sex, national origin, disability, or veteran status.



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