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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Corporate Trust Operations and Commercial Loan Servicing, with a strong ability to manage daily activities, review loan structures, and implement effective processes. Proficient in maintaining agency appointments and managing risk associated with transaction volumes.
Highest-signal resume keywords
Corporate Trust Operations ManagementCommercial Loan Servicing (CLS) SystemLoan Structure ReviewProcess Development and ImplementationRisk Management
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 Document ReviewTransaction PostingPayment ProcessingOnboarding and SetupDaily MonitoringReportingAgency Appointment Maintenance
Tools & Technologies
CLS System
Certifications & Qualifications
Bachelor’s Degree
Industry Keywords
Corporate TrustLoan AgencyRisk ManagementTransaction Processing
About the role
Key responsibilities & impact- Manage daily Corporate Trust Operations activities
- Maintain agency appointments on the CLS system
- Perform onboarding/setup and maintenance
- Process assignments, payments, and wires
- Conduct daily monitoring, transaction posting, and reporting, including notices to lenders
- Manage risk associated with daily activity volume
- Serve as a CLS system expert and respond to clients with requested information
- Review loan structures and legal documents and comment on administrative duties in governing documents
- Assist with developing and implementing processes and procedures
Requirements
What you’ll need- Bachelor’s degree or equivalent work experience
- At least three (3) or more years of work experience in Corporate Trust and/or Loan Agency, or four (4) or more years of relevant work experience
- Experience with Commercial Loan Servicing (CLS) system
- Ability to review loan structures and legal documents
- Open to qualified remote candidates
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company-sponsored medical, dental, vision, and other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
