Senior Business Loan Specialist (Post - Approval)
Core
Senior Business Loan Administrator supporting the full lifecycle of business lending transactions from post-approval through documentation and closing.
Role type
Senior IC business loan operations specialist
Builds
Commercial and industrial (C&I) loans, term loans, and deposit accounts
Domain
Banking / Commercial Lending
Required skills
complex lending structures, letters of credit, borrower-based lending, multi-phased construction, multiple collateral properties, real estate transactions, title insurance commitment reports, title exceptions, UCC searches, GL certification, regulatory compliance (Bank Secrecy Act, 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 Team to obtain and review information for underwriting, documentation, and closing of complex C&I and term loans; Set up, process, and monitor documents and files for package completion to meet customer requests and regulatory requirements; Independently prepare data input sheets and provide required information for customer relationships to be boarded on the bank's servicing system; Work with attorneys and legal resources to negotiate accurate documents to protect the financial institution's interests; Ensure all closing conditions are met and loans are closed within time frames; Review and resolve customer problems/issues regarding bank products and services; Responsible for GL Certification which includes research, balancing, and certification; Analyze property and liability insurance, title policy including title exceptions and UCC searches to ensure compliance with bank policy.
Seniority
Senior, hands-on IC