Role Description
We are seeking a detail-oriented and dependable Banking Operations Specialist to support critical financial operations while providing external customer service support as needed. This role is responsible for wire processing, settlements, reconciliations, reporting, and data integrity across multiple systems. The ideal candidate thrives in a fast-paced environment, demonstrates strong accuracy and accountability, and is comfortable supporting evening operational processes when required.
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Oversee loan-level exceptions and provide feedback or approval as appropriate.
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Process manual wire requests and funds transfers using the bank wire systems and the warehouse lending collateral system (setup, approval, release).
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Support the processing of pool settlement verification, FHLMC 996s, MERS reporting, and loan transactions in the collateral system (curtailments, paydowns, advances).
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Perform closing agent setups, post-closing verifications, and research client requests.
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Process incoming loan settlements including wire identification, purchase advice reconciliation, and batch file processing.
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Assist in the end of day close out reconciliation/reporting process and daily GL balancing.
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Assist with daily/monthly management reporting.
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Maintain data integrity across multiple platforms including collateral system, bank core system, and operational databases.
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Provide customer service support for online banking and collateral system access requests and password resets.
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Assist in troubleshooting system issues and coordinate with internal teams as needed.
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Contribute to process improvement initiatives to enhance operational efficiency, data accuracy, and client experience.
Qualifications
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2+ years of experience in financial operations, wire processing, or banking operations.
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Familiarity with wire systems, settlement processes, and reconciliation.
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Strong attention to detail and accuracy.
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Ability to manage multiple priorities and meet deadlines.
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Professional communication skills (verbal and written).
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Strong sense of accountability, teamwork, and customer service.
Requirements
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Due to operational and end-of-day processing requirements, this role will work an approximate schedule of 11:00 PM β 7:00 PM Eastern Time.
Company Description
Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
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Focused on you: We provide every customer with a single point of contact. A dedicated team member whoβs committed to meeting your needs today and tomorrow.
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On the leading edge: Weβre innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.
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Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so weβre a partner you can trust.