Commercial Relationship Specialist
Core
Process and monitor commercial and industrial (C&I) and real estate term loans, deposit accounts, and related services to ensure underwriting, documentation, and closing compliance.
Role type
Commercial loan operations specialist
Builds
C&I and real estate term loan files and deposit account packages
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
loan administration, regulatory compliance, data input, file management, customer relationship management, general ledger certification, entity verification, insurance/title/UCC review
Preferred skills
business or finance degree, banking experience, basic arithmetic, analytical problem-solving
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Obtain and review information for loan underwriting and closing; Set up and monitor loan and financial ticklers; Prepare data input sheets for banking systems; Review business organizational documents for signing authorities; Resolve customer issues regarding bank products and services; Perform GL certification and balancing; Coach or train others as subject matter expert.
Seniority
Mid-level, hands-on IC
