Customers Bancorp

1 month ago

Loan Participations Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Support the full lifecycle of participation and syndication loans, including onboarding, servicing, remittance processing, and reconciliation. Ensure operational accuracy and portfolio stability while partnering with participating institutions and internal Loan Operations teams to resolve exceptions and discrepancies. Lead accurate new loan onboarding setups across systems and records, administer loan input and documentation retention, and identify process improvements to strengthen controls and efficiency, leveraging AI and loan technology where appropriate.

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Process participation and syndication loan activity daily, partnering with participating institutions to complete accurate remittance processing.
•Perform ongoing servicing and maintenance for participation/syndication loans, ensuring updates, changes, and required documentation are captured and retained.
•Lead new loan onboarding for participation and syndicated notes/sub-notes, ensuring complete and accurate setup across systems and records.
•Reconcile participation and syndicated loan accounts across internal systems and partner institution records; track and resolve discrepancies through documented follow-up.
•Identify improvement opportunities in participation/syndication workflows to increase efficiency, reduce errors, and strengthen operational controls, sharing best practices with Loan Operations.

Key Requirements

•5-7 years of experience in Loan Operations and/or Bank Operations.
•3-5 years of experience working with Participation and Syndication loans.
•Ability to read, analyze, and interpret financial reports and legal documents.
•Strong organizational and prioritizing skills in a fast-paced, rapidly changing environment.
•Must be able to be present at the Malvern office location in a hybrid work environment (Monday–Thursday).

Experience:5-7 yearsBank operationsLoan operationsParticipation loansSyndication loans

Skills:MentorshipCommunicationTrainingCustomer serviceOrganizational skills

Tech Stack:CORE banking systemsFinastra LaserProSalesforceMicrosoft Office SuiteNCinoAIFIS Commercial Loan ServicingFinastra Loan IQ

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Customers Bancorp

Customers Bancorp is a bank holding company that provides commercial and consumer banking services through Customers Bank. It offers lending, deposit products, cash management, and digital banking solutions for businesses and individuals.

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Revenue: USD 100M to 250M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: West Reading, United States

Founded: 1997

Website LinkedIn

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Customers Bancorp

1 month ago

Loan Participations Specialist

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 17 hours agoStatus: Live

Job Summary

Location: New York

Workplace: Hybrid

Employment Type: Full time

Job Function: Customer Support (Service Desk)

Seniority: Mid level

Key Responsibilities

•Process participation and syndication loan activity daily, partnering with participating institutions to complete accurate remittance processing.
•Perform ongoing servicing and maintenance for participation/syndication loans, ensuring updates, changes, and required documentation are captured and retained.
•Lead new loan onboarding for participation and syndicated notes/sub-notes, ensuring complete and accurate setup across systems and records.
•Reconcile participation and syndicated loan accounts across internal systems and partner institution records; track and resolve discrepancies through documented follow-up.
•Identify improvement opportunities in participation/syndication workflows to increase efficiency, reduce errors, and strengthen operational controls, sharing best practices with Loan Operations.

Key Requirements

•5-7 years of experience in Loan Operations and/or Bank Operations.
•3-5 years of experience working with Participation and Syndication loans.
•Ability to read, analyze, and interpret financial reports and legal documents.
•Strong organizational and prioritizing skills in a fast-paced, rapidly changing environment.
•Must be able to be present at the Malvern office location in a hybrid work environment (Monday–Thursday).

Experience:5-7 yearsBank operationsLoan operationsParticipation loansSyndication loans

Skills:MentorshipCommunicationTrainingCustomer serviceOrganizational skills

Tech Stack:CORE banking systemsFinastra LaserProSalesforceMicrosoft Office SuiteNCinoAIFIS Commercial Loan ServicingFinastra Loan IQ

Eligibility

Work Authorization:Authorization required. Sponsorship not provided.

Company Brief

Customers Bancorp

Industry: Banking

Company Size: Large (251 to 1,000 employees)

Revenue: USD 100M to 250M

Growth: Public Company

Valuation: Public Company (Market Cap in USD)

Funding: IPO / Publicly Listed

Headquarters: West Reading, United States

Founded: 1997

Website LinkedIn