Malvern, Pennsylvania, United States · Hybrid
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. Pass…
Skills: SBA Loan Servicing, SBA 1502 Reporting, Loan Onboarding, Financial Reconciliation, Compliance Monitoring
Scottsdale, Arizona, United States · Hybrid
This is not a typical program role. You will drive a key workstream one of the firm’s largest, multi-year modernization initiatives—an enterprise-wide effort impacting hundreds of employees across business, technology, a…
Skills: Program Management, Operating Model Design, Change Management, Stakeholder Management, Governance
Scottsdale, Arizona, United States · Hybrid
As part of the new Participant Financial Success (PFS) organization within the Workplace Solutions (VWS) division, it’s an exciting time to be on the Participant Consulting & Education (PC&E) team as we’re growing quickl…
Skills: Enablement Strategy, Curriculum Design, Sales Coaching, Onboarding, Stakeholder Management
Malvern, Pennsylvania, United States · On-site
The Role AKUVO is looking for a General Counsel to take the contracts desk off the CFO's plate and own it end-to-end. This is a high-ownership, detail-intensive role for an early-career attorney who loves working through…
Skills: Commercial Contract Negotiation, Legal Drafting, Redlining, Data Privacy Law, Corporate Governance
Scottsdale, Arizona, United States · Hybrid
Vanguard’s Flagship & Distribution Analytics team is expanding! We are seeking an experienced data analyst to support the Flagship Client segment and the Distribution organization. This role partners closely with busines…
Skills: Python, Advanced Analytics, Experimental Design, Predictive Modeling, Machine Learning
Malvern, Pennsylvania, United States · Hybrid
Vanguard is hiring an Investment Audit Engagement Manager to join our Global Investment and Financial Audit Services (GIFAS) team! In this role you will oversee risk-based audit and consulting engagements across the Inve…
Skills: Risk-Based Audit, Project Management, Relationship Building, Stakeholder Management, Internal Audit
Scottsdale, Arizona, United States · Hybrid
This role goes beyond delivery—it’s about making lasting impact across the enterprise. You’ll lead readiness for a large-scale technology transformation, guiding teams through the shift from legacy platforms, and bring t…
Skills: Program Management, Transformation Leadership, Business Readiness, Change Management, Stakeholder Alignment
Scottsdale, Arizona, United States · Hybrid
USDI Analytics (Supporting CX Transformation Office) About the Team USDI Analytics is responsible for delivering insights that help Vanguard improve client outcomes and drive strategic business decisions across the U.S. …
Skills: Data Analysis, Machine Learning, Data Visualization, Strategic Analysis, Consultative Problem Solving
Malvern, Pennsylvania, United States · On-site
About The Institutes Located in beautiful Malvern, Pennsylvania, The Institutes® are a not-for-profit comprised of diverse affiliates that educate, elevate, and connect people in the essential disciplines of risk man…
Skills: Sales Prospecting, Account Management, Lead Generation, Partnership Development, Consultative Selling
Malvern, Pennsylvania, United States · Hybrid
The Strategic Initiatives Senior Lead plays a central role in shaping how Vanguard identifies, evaluates, and advances inorganic opportunities from early thesis development through execution alignment and value realizati…
Skills: Strategic Planning, Corporate Development, M&A, Venture Capital, Market Analysis
Malvern, Pennsylvania, United States · Hybrid
The Strategic Initiatives Lead plays a key role in how Vanguard identifies, evaluates, and advances inorganic opportunities from early thesis development through execution alignment and value realization. In this role, y…
Skills: Strategic Planning, Corporate Development, Market Analysis, M&A, Venture Capital
Malvern, Pennsylvania, United States · Hybrid
$130k–$180k/yr
About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial plan…
Skills: Tax Preparation, Process Design, Software Migration, Strategic Planning, Team Leadership
Malvern, Pennsylvania, United States · On-site
A great banking experience starts with a great team! Mid Penn Bank is actively seeking a Private Banker to join our MPB Private Bank team in Malvern, West Chester or Bristol, PA and the Greater Philadelphia region. We be…
Skills: Relationship Management, Sales, Financial Advice, Customer Service, Cross-selling
Scottsdale, Arizona, United States · Hybrid
Duties and Responsibilities 1. Hires, evaluates, and supervises crew. Provides guidance and training as necessary to develop crew. Sets performance standards, reviews performance, and makes informed compensation decision…
Skills: People Leadership, Sales Strategy, Lead Generation, Coaching, Performance Management
Charlotte, North Carolina, United States · Hybrid
Responsibilities: Engages with internal partners to understand business strategy, questions and goals. Brings structure to business requests, translates requirements into an analytical project approach, and leads complex…
Skills: Data Storytelling, Data Visualization, Problem Solving, Conceptual Thinking, AI/ML
Malvern, Pennsylvania, United States · Hybrid
Join the PITech Reliability Engineering team that builds the automation, tooling, and operational capabilities that make Vanguard PI's systems more resilient and its engineers more effective. This is a player-coach role:…
Skills: People Leadership, Site Reliability Engineering, Software Engineering, Stakeholder Management, Cloud Infrastructure
Malvern, Pennsylvania, United States · On-site
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. Pass…
Skills: Time Management, Analytical Thinking, Problem Solving, Verbal Communication, Written Communication
Charlotte, North Carolina, United States · Hybrid
Responsibilities: Develops complex queries and performs extensive programming to access, transform, and prepare data for statistical modeling.Leads and executes deep dive diagnostic, predictive, and prescriptive analytic…
Skills: Python, R, SQL, Machine Learning, Scikit-learn
Phoenix, Arizona, United States · Hybrid
Provides legal support to Vanguard’s Workplace Legal team in three core areas: commercial contracting, workplace and retirement legal support, and legal operations/process enablement. Partners with counsel and business s…
Skills: Commercial Contracting, Legal Research, Contract Negotiation, Regulatory Analysis, Stakeholder Management
Charlotte, North Carolina, United States · Hybrid
Chief Intelligence Solution Architect We are seeking an S5 Chief Intelligence Solution Architect to define and integrate the next generation of intelligence systems that power decisions across the Personal Wealth (PW) bu…
Skills: Solution Architecture, AI/ML, Data Architecture, Product Management, Technical Consulting
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Responsible for the day-to-day servicing, onboarding, and monthly SBA 1502 reporting of the bank's SBA loan portfolio. The role involves managing the full loan lifecycle, ensuring compliance with SBA SOP guidelines, and resolving servicing exceptions.
Requires 3+ years of experience in SBA loan servicing and reporting, specifically with SBA 1502 and systems like Guidehouse/Etran. Candidates must be proficient in core banking platforms like nCino and Salesforce, and demonstrate adaptability toward AI tools.
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.
Must be legally eligible to work in the United States without sponsorship, now or in the future, to be considered.
Location: Open to hybrid in any Customers Bank location in PA, NY, NJ, CA, MA, RI
Founded in 2009, Customers Bank is a super-community bank with over $25 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.
Focused on you: We provide every customer with a single point of contact. A resolute team member who is committed to meeting your needs today and tomorrow.
On the leading edge: We are 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 are a partner you can trust.
The SBA Loan Operations Specialist is a key role within our Loan Operations Department, responsible for the day-to-day servicing, onboarding, and reporting of the bank's SBA loan portfolio. This position works across the full lifecycle of an SBA loan — from initial setup through ongoing servicing and monthly reporting — and serves as a go-to resource for both internal team members and external customers on SBA-related questions and processes.
Responsibilities include, but are not limited to:
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.
Banking built for you. Partner with a banker who knows you by name – and your industry by heart.
Customers Bank is here for the people who build, create, and push boundaries—the businesses that drive innovation, create jobs, and strengthen communities. Whether you’re growing your company, launching a new venture, or looking for a banking partner who understands your world, we’re ready to support you every step of the way. We take pride in delivering exceptional service through a high-touch, single-point-of-contact model. Our 2024 Net Promoter Score of 73 far exceeds the U.S. banking industry average. With $22+ billion in assets, we rank among the largest U.S. bank holding companies. Our commitment to credit quality, prudent risk management, and strong liquidity ensures long-term stability, reliability, and value for our customers and stakeholders. Our services are not one-size -fits-all. Designed with your needs in mind, your banker isn’t just someone you call when you need a loan. They are a trusted partner for your business banking, cash management and commercial lending, specialized credit solutions, personal banking, and digital banking needs. Our approach is built on three core beliefs: Relationships matter – Your banker takes the time to understand what success means to you. Innovation designed for you – From cash management to online banking, we create solutions to keep you ahead. Banking at your speed – We’re responsive, agile, and committed to your growth at every stage. Let’s take on tomorrow… together. | customersbank.com. Member FDIC. Equal Housing Lender.
Offices: 701 Reading Ave, Reading, Pennsylvania 19611, US · 1101 Woodland Rd, Wyomissing, Pennsylvania 19610, US · 513 Kimberton Rd, Phoenixville, Pennsylvania 19460, US · 73 Old Dublin Pike, Doylestown, Pennsylvania 18901, US · 102 S Ridge St, Port Chester, New York 10573, US
Based on 16 listings with disclosed salaries, most finance & accounting jobs in Malvern, PA pay between $48k–$181k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 196 open finance & accounting positions in Malvern, PA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Vanguard, Customers Bank, AKUVO, Vanguard Charitable, Mid Penn Bank, among others. Browse the listings above to see every active employer.
Yes — 171 of the 196 open finance & accounting positions offer remote or hybrid work (5 remote, 166 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
