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Specialist III – Wholesale Loan Servicing
Atlantic Union Bank. Execute and support wholesale loan servicing activities throughout the loan lifecycle .
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of wholesale loan servicing operations, including compliance with regulations and investor requirements. Capable of analyzing complex issues and providing effective solutions while supporting team members and maintaining high standards of customer service.
Highest-signal resume keywords
Wholesale Loan Servicing OperationsNMLS RegistrationMicrosoft Office ProficiencyCustomer Service SkillsAnalytical Problem-Solving
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan DocumentationServicing SystemsOperational ControlsEscrow ActivitiesAccount MaintenanceTransaction ProcessingCompliance RegulationsBSA/AML RequirementsProcess ImprovementAudit Participation
Soft Skills
Attention to DetailInterpersonal SkillsVerbal CommunicationWritten CommunicationOrganizational Skills
Tools & Technologies
Business Systems
Certifications & Qualifications
NMLS Registration
Industry Keywords
Loan ServicingOperational IssuesRisk AwarenessGuidance and TrainingCustomer Support
About the role
Key responsibilities & impact- Execute and support wholesale loan servicing activities throughout the loan lifecycle
- Process and review servicing transactions, account maintenance requests, escrow activities, collateral records, and other servicing functions
- Research, resolve, and escalate servicing exceptions, discrepancies, and complex operational issues
- Provide timely support and issue resolution to internal partners and customers
- Maintain compliance with regulations, investor requirements, Bank policies, and BSA/AML requirements
- Provide guidance and operational support to less experienced team members
- Identify and support process improvements
- Participate in audits, examinations, projects, testing efforts, and procedure updates
- Perform other duties as assigned
- Report to the Supervisor – Loan Servicing
Requirements
What you’ll need- High School diploma or equivalent required
- Typically requires 5+ years relevant experience
- May require obtaining and maintaining NMLS registration
- Broad knowledge of wholesale loan servicing operations, loan documentation, servicing systems, and related operational controls
- Ability to analyze complex issues, identify root causes, and implement effective solutions
- Strong attention to detail, accuracy, and risk awareness
- Excellent customer service, interpersonal, verbal, and written communication skills
- Ability to manage multiple priorities, meet deadlines, and adapt to changing business needs
- Ability to work independently, exercise sound judgment, and make informed decisions within established guidelines
- Strong organizational, analytical, and problem-solving skills
- Ability to provide guidance, training, and support to less experienced team members
- Proficiency with Microsoft Office applications and other applicable business systems
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability coverage
- Paid time off
- Retirement savings through a 401(k) plan
- Wellness resources
- Incentive compensation, bonuses, or other variable compensation for eligible positions, subject to applicable plans and performance criteria