Senior Business Loan Specialist (Post - Approval)
Core
Senior Business Loan Administrator supporting the post-approval lifecycle of complex commercial and industrial (C&I) and term loans, ensuring accurate documentation, compliance, and timely closing.
Role type
Senior IC business loan operations specialist
Builds
Commercial loan files and closing packages for C&I and term loans
Domain
Banking / Commercial Lending / Real Estate Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Complex lending structures, letters of credit, borrower-based lending, multi-phased construction, multiple collateral properties, real estate transactions, title insurance analysis, UCC searches, GL certification, regulatory compliance (BSA, Reg CC, Reg E)
Preferred skills
Bachelor's degree in business or finance, HS Diploma/GED
Technologies
Microsoft Word, Microsoft Excel
Responsibilities
Partner with relationship teams to obtain and review underwriting information for complex C&I and term loans; Set up, process, and monitor documents and files for package completion; Independently prepare data input sheets for banking servicing systems; Work with attorneys to negotiate documents protecting the financial institution's interests; Ensure all closing conditions are met and loans are closed within time frames; Review and resolve customer problems regarding bank products and services; Perform GL Certification including research, balancing, and certification; Analyze property and liability insurance, title policies, and UCC searches for compliance.
Seniority
Senior, hands-on IC with mentorship responsibilities