Western Alliance Bank

Note Financing Operations Specialist

Req No.
Alliance Association Bank
Commercial & Industrial Lending
Regular Full Time


The Note Financing Operations Specialist is responsible for providing office and loan funding support to the managers and officers in the assigned department.  The specialist will also provide consistent service levels to support the Note Financing operations. The position is responsible for researching and writing department related policies, procedures and other related documentation or materials. Performs some training duties for department staff, and oversees the coordination of staff for coverage in all related areas of Customer Service.  The role is part of our Warehouse Lending department.  



  • Provides technical and operational support to loan officers and customers.
  • Designs and implements policies and procedures that result in Customer Service performance that are properly integrated with other departments and branches, and in compliance with federal and state regulatory requirements. 
  • Ensures that staff receives timely and effective communications on appropriate issues that result in meeting customer needs. Conducts required staff meetings on such issues-- compliance, operations, policy changes.
  • Conducts account research to assist through knowledge of loan documents and updates customer banking relationship portfolios.
  • Acts as Note Financing operations sales team point of contact for processing their funding requests. 
  • Sends executed documents to vendor and wires funds for purchase to the seller of the mortgage loans.
  • Reviews collateral for each loan prior to funding purchases to ensure accuracy and completeness so WAB can properly secure interest.
  • Responds to routine inquiries from internal and external customers and ensures answers are received in a timely manner; assists in resolving problems within given authority.
  • Participates in ensuring implementation and compliance to meet security precautions and protect customer loans, collateral, bank assets, and team members.



  • Two or more years of related experience and/or training- in banking, mortgage loans, or financial industry required.
    • One year of Loan Processing, Closing or a similar function in Warehouse lending is preferred.
  • Experience with warehouse funding preferred.
  • Mortgage lending or banking-related training in loan documentation, fund control, and disbursement experience and ability to draw loan documents is preferred.
  • Strong organizational and time management skills.
  • Exceptional oral, written and interpersonal communication
  • Basic knowledge of computer operation including Microsoft Excel and Word


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