PhiladelphiaRecruiter Since 2001
the smart solution for Philadelphia jobs

Loan File Processor

Company: Customers Bank
Location: Phoenixville
Posted on: June 12, 2021

Job Description:


Customers Bank Culture:

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences, and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Customers Bank, recently named by Forbes magazine as the 35th Best Bank in America (there are over 5,700 banks in the United States!), has an immediate opening for a Loan File Processor in our Loan Administration Department. As a Loan File Processor, you will be responsible to assemble and maintain all loan document files and ensure that documents are in the proper order to be scanned. This role's primary responsibilities will be in the Loan Collateral Team. This role needs to be a strong communicator with an ability to work independently while meeting deadlines. Very important to have excellent problem-solving skills, who absorbs new information quickly and thrives in a fast-paced environment.


  • Assemble and maintain all loan document files and ensure that documents are in the proper order to be scanned.
  • Update files with any trailing documents during the life of the loan such as Change in Terms agreements, letters, updated recorded collateral documents, etc.
  • Assist the insurance team with insurance tracking and monitoring along with review of incoming mail
  • Prepare labels for all Loan Document and Credit File folders with Net Labels Software.
  • Scan all physical documents through the document scanner and into our imaging software system ensuring they are indexed properly. File paper documents in the loan files in the Phoenixville vault when required.
  • Electronically upload any documents ensuring they are indexed properly.
  • Back-up for preparing paid off files for archiving to Iron Mountain.
  • Have knowledge of Windows Network folder structures and be able to save and scan files from those folders.
  • Grow and develop to become subject matter expert for our document retention system - ImageCentre/FCM
  • Other responsibilities as assigned
  • Become a Notary Republic to assist in notarizing documentation for the Loan Administration department


  • Previous experience within Loan Operations and/or Bank Operations strongly preferred
  • Extremely detail oriented with an ability to organize large volumes of information into proper categories.
  • Ability to work independently.
  • Strong loan servicing skills and efficient communicator
  • Ability to read, analyze, and interpret financial reports and loan documentation
  • Ability to provide excellent internal and external customer service
  • Strong organizational and prioritizing skills
  • Ability to work in a fast paced, demanding, and rapidly changing environment
  • Flexible hours with ability to work late when necessary
  • Ability to lift loan file boxes for transportation to storage areas.

About Customers Bancorp, Inc. and Customers Bank

Customers Bancorp, Inc. is a bank holding company located in West Reading, Pennsylvania engaged in banking and related business through its bank subsidiary, Customers Bank. Customers Bank is a community-based, full-service bank with assets of approximately $18.4 billion that was named one of Forbes magazine's 2016 100 Best Banks in America (there are over 6,200 banks in the United States). A member of the Federal Reserve System with deposits insured by the Federal Deposit Insurance Corporation, Customers Bank is an equal opportunity lender that provides a range of banking services to small and medium-sized businesses, professionals, individuals and families through offices in Pennsylvania, New York, Rhode Island, New Hampshire, Massachusetts and New Jersey. Committed to fostering customer loyalty, Customers Bank uses a High Tech/High Touch strategy that includes use of industry-leading technology to provide customers better access to their money, as well as Concierge Banking by appointment at customers' homes or offices 12 hours a day, seven days a week. Customers Bank offers a continually expanding portfolio of loans to small businesses, multi-family projects, mortgage companies and consumers. BankMobile is a division of Customers Bank, offering state of the art high tech digital banking services with high level of personal customer service. Customers Bancorp, Inc. voting common shares are listed on the New York Stock Exchange under the symbol CUBI. Additional information about Customers Bancorp, Inc. can be found on the Company's website,

Customers Bank will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability. VEVRAA Federal Contractor, seeking priority referral of qualified protected veterans.

Keywords: Customers Bank, Philadelphia , Loan File Processor, Other , Phoenixville, Pennsylvania

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Pennsylvania jobs by following @recnetPA on Twitter!

Philadelphia RSS job feeds