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Collateral Management Specialist Jobs (NOW HIRING)

Jefferies

Collateral Associate

Jersey City, NJ · On-site

$90K - $100K/yr

Jefferies OTC Collateral Management Position: Collateral Associate The candidate for the Collateral Associate position must exhibit a strong understanding of Collateral Management Operations and its ...

Jefferies

Collateral Associate

Jersey City, NJ · On-site

$90K - $100K/yr

Jefferies OTC Collateral Management Position: Collateral Associate The candidate for the Collateral Associate position must exhibit a strong understanding of Collateral Management Operations and its ...

Citizens

Collateral Fulfillment Manager

Johnston, RI · Hybrid

Description The Collateral Fulfillment Manager is responsible for leading the Collateral ... This role partners closely with Appraisal Management Companies (AMCs), Vendor Management, Sales ...

Citizens

Collateral Fulfillment Manager

Johnston, RI · Hybrid

Description The Collateral Fulfillment Manager is responsible for leading the Collateral ... This role partners closely with Appraisal Management Companies (AMCs), Vendor Management, Sales ...

Citizens

Collateral Fulfillment Manager

Johnston, RI · Hybrid

The Collateral Fulfillment Manager is responsible for leading the Collateral Fulfillment team ... This role partners closely with Appraisal Management Companies (AMCs), Vendor Management, Sales ...

Obra-Capital,-Inc.

Collateral Manager

Carrollton, TX · On-site

$80 - $100/hr

The role prepares and delivers regular collateral status reports to management and lending partners, ensures timely return or retrieval of collateral from financial institutions and dealerships, and ...

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Collateral Management Specialist information

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$18

$28

$48

How much do collateral management specialist jobs pay per hour?

As of Sep 8, 2026, the average hourly pay for collateral management specialist in the United States is $28.70, according to ZipRecruiter salary data. Most workers in this role earn between $19.23 and $38.46 per hour, depending on experience, location, and employer.

What does a collateral management specialist do?

A Collateral Management Specialist is responsible for overseeing and managing the collateral that is used to secure financial transactions, such as loans and derivatives. They ensure that the correct amount and type of collateral is in place, monitor exposure and margin requirements, and handle the transfer and settlement of collateral between parties. Their role helps minimize credit risk for financial institutions and ensures compliance with regulatory standards. They often work with internal teams and external counterparties to resolve discrepancies and optimize collateral usage.

What are some typical challenges faced by collateral management specialists, and how can they be overcome?

Collateral Management Specialists often face challenges such as tight deadlines, managing large volumes of transactions, and ensuring compliance with changing regulatory requirements. Staying organized and maintaining strong attention to detail are crucial for handling daily reconciliations and resolving discrepancies quickly. Proactive communication with internal teams and external counterparts helps prevent issues, and staying current with industry regulations ensures compliance. Investing in ongoing training and leveraging technology can also help streamline processes and reduce operational risks.

What are the key skills and qualifications needed to thrive as a collateral management specialist, and why are they important?

To thrive as a Collateral Management Specialist, you need a solid understanding of financial markets, risk management, and collateral operations, often supported by a degree in finance or a related field. Familiarity with collateral management systems, reconciliation tools, and regulatory platforms such as TriOptima or AcadiaSoft is typically required. Strong analytical thinking, attention to detail, and effective communication are vital soft skills for this role. These competencies ensure accurate asset management, regulatory compliance, and efficient risk mitigation in complex financial transactions.

What is the difference between Collateral Management Specialist vs Collateral Analyst?

AspectCollateral Management SpecialistCollateral Analyst
CredentialsTypically requires a bachelor's degree in finance, economics, or related field; certifications like CFA or CCP are commonSimilar educational background; often holds certifications like CFA or CCP
Work EnvironmentWorks in trading floors, banks, or financial institutions managing collateral processesWorks in similar environments, focusing on analyzing collateral data and reports
Job FocusOversees collateral operations, risk management, and complianceAnalyzes collateral data, assesses risk, and supports collateral optimization

Both roles require financial expertise and similar certifications, often working in the same environments. The Collateral Management Specialist focuses on managing collateral processes and risk, while the Collateral Analyst emphasizes analyzing collateral data and risk assessment. They are complementary roles within collateral management teams in financial institutions.

What states have the most Collateral Management Specialist jobs?

States with the most job openings for Collateral Management Specialist jobs include:

What are popular job titles related to Collateral Management Specialist jobs?

For Collateral Management Specialist jobs, the most frequently searched job titles are:

Collateral Management Specialist jobs near you

Collateral Management Loan Specialist

OceanFirst Bank

Toms River, NJ • On-site

Full-time

Re-posted 24 days ago

Key responsibilities

  • Review, prepare, and maintain collateral documentation supporting secured lending to ensure compliance and accuracy.

  • Conduct detailed research and review of loan files, recorded documents, and property records to resolve inquiries and verify documentation standards.

  • Complete and review collateral releases, UCC filings, and insurance policies to ensure proper lien perfection, enforceability, and compliance with legal requirements.

OceanFirst Bank rating

6.6

Company rating: 6.6 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

144th of 176 rated banks

Job description

At OceanFirst Bank, each one of our employees plays an important role in delivering value to our customers and executing daily tasks in accordance with our core values. We recognize that our employees are essential to our success, making OceanFirst a great place to work and do business.
Great benefits include: on-site fitness facility at Red Bank and Toms River headquarter offices, employee perks & discount programs, tuition assistance, incentive compensation program, professional development opportunities, and more! Apply today to #BecomeOceanFirst and make an impact in the local community!
ABOUT YOUR ROLE
The Collateral Management Loan Specialist provides technical expertise and oversight for the review, preparation, and maintenance of collateral documentation supporting secured lending. This role ensures adherence with regulatory requirements, internal policies and procedures related to lien perfection, collateral release processes, and insurance compliance. The Collateral Management Loan Specialist serves as a resource to staff by offering guidance on complex documentation, tax and insurance matters, risk identification, and process execution. The Collateral Management Loan Specialist conducts detailed research, reviews recorded and loan documents, supports internal and external inquiries, and contributes to smooth operational workflow across the department.
WHAT YOU WILL DO LIST
Supports operational efficiency by ensuring tasks are completed accurately and timely and customer inquiries are handled promptly and professionally, creating a reliable and positive experience for borrowers, internal parties and third-party agents.
Assists with reviews for completeness of collateral records, tax, escrow, and insurance data maintained on the core system and data records tracked by third-party vendors used by collateral management team.
Assist team members by conducting comprehensive research on loan files, documents, and property records to resolve internal and external inquiries, while providing subject matter expertise on collateral documentation, tax, and insurance issues.
Completes and review full and partial collateral releases across all collateral types, applying legal document review skills to ensure accuracy, proper lien release, and compliance with state and federal requirements.
Ensures collateral documentation across all collateral types meet standards for lien perfection, priority, and enforceability. Reviews UCC filings, continuations, amendments, and terminations to verify that all filings satisfy statutory requirements for establishing or maintaining perfected security interests.
Reviews insurance policies, declarations pages, endorsements, and certificates to confirm they meet loan and collateral coverage requirements.
Identifies and communicates deficiencies in coverage, naming conventions, endorsements, and policy limits.
Provides subject matter guidance to internal teams regarding insurance documentation standards and correction procedures.
Assists with gathering of information for audits, loan sales and other external requests as needed.
Keeps current knowledge of all related systems including but not limited to the core banking system, tax tracking, insurance tracking, loan origination, and collateral tracking systems used by the Collateral Management Team.
Reviews, develops, and updates department procedures, ensuring alignment with regulatory requirements, legal standards, and current departmental practices.
Recommends improvements to enhance efficiency and reduce operational, compliance and legal risk.
Cross trains to support functions including in collateral management including collateral releases, payoff quotes, UCC, tax and insurance processing,
Understands the compliance requirements for Loan Operations to ensure files are maintained in accordance with regulations.
Assists with conversions, mergers and other special projects.
WHAT WE EXPECT OF YOU
Strong verbal, written, communication and interpersonal skills.
Ability to read and understand loan documents including security agreements, mortgage documents, UCC filings, and insurance policies.
Detail-oriented and organizational skills.
Ability to manage various assignments simultaneously and meet required deadlines.
Computer proficiency in Bank systems, MS Office Suite, and loan operation programs.
Strong research skills, including the ability to review public records, property searches, recorded liens, and supporting legal filings.
YOUR QUALIFICATIONS
High School Diploma or equivalent required.
3-5 years experience in loan servicing, collateral management, or related role.
INTERNAL AND EXTERNAL CONTACTS
Internal customer service including but not limited to Branch personnel, Commercial Closing teams, Small Business Lending, Commercial Lending Team, Special Asset Department, Deposit Operations, Auditors, etc.
External customer service with customers, vendors, attorneys, and title companies, county clerk offices.
WORKING CONDITIONS/PHYSICAL REQUIREMENTS
Office environment. Ability to operate a computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.
Salary Range: $53,315.00 - $71,080.00

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