Analyst, Portfolio Operations

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.

Salary range: An annual salary range of $75,000 to $85,000 is what we expect to pay for this position, based on overall skills and experience.

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $23 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you: We provide every customer with a single point of contact. A dedicated team member who’s committed to meeting your needs today and tomorrow.

On the leading edge: We’re innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we’re a partner you can trust.

What you’ll do:

Customers Bank’s franchise is expanding, increasing the complexity and operational requirements associated with our loan investors, fintech partners, and strategic securitization or transactional initiatives. To support this evolution, Customers Bank is searching for a highly motivated, detail-oriented team member to join the Capital Markets Division. This role is a key individual contributor seat reporting to the Head of Portfolio Operations and Transaction Management and will support a team managing roughly ~$2B in AUM across predominantly unsecured and semi-secured consumer loan portfolios.

Our team engages across a range of consumer credit sub-verticals—including unsecured term loans, home improvement financing, and second lien/HELOC products—providing the Analyst with a meaningful opportunity to play an active role in supporting our growth within these asset classes.

Responsibilities include but are not limited to:

• Preparing monthly participation waterfalls and remittance packages, and initiating wires to investors; responsibilities may also include communication with participants and investors.

• Assisting the Desk with operational logistics related to deal diligence, as well as deal closings and settlements.

• Performing daily operational functions such as platform fundings, loan sales, and title chain assignments.

• Troubleshooting internal and external process or workflow challenges.

What do you need?

The Capital Markets Division is seeking a candidate with up to 2 years of experience in the following areas, though we are also open to recent graduates who are interested in developing these qualifications:

• Operations (reporting, reconciliations, wires) or capital markets middle-office experience at a specialty lender, asset manager, commercial bank, or similar institution.

• Other applicable operations, middle/back-office, or related financial operations experience (accounting, FP&A, business/data analysis, investor services).

• Core Competencies: High level of initiative, strong interpersonal skills, and a collaborative approach to working within a team.

• An analytical mindset with the ability to step back, assess situations holistically, and consider downstream impacts.

• Strong execution skills, including comfort working in the details and taking ownership to ensure responsibilities within their scope are completed thoroughly and accurately.

• Robust communication and collaboration abilities, with the capability to work effectively across a distributed organization spanning multiple locations.

• A deep attention to detail, including a willingness to understand every element of the assets they work with—from how promissory notes are executed to the mechanics of applying late borrower payments.

• A bachelor’s degree is preferred but not required.

• We welcome candidates from nontraditional or non-financial services backgrounds who are eager to learn, resourceful, and willing to put in the necessary effort to grow with Customers Bank.

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide “reasonable accommodations”, upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws. 

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let’s take on tomorrow.