Service Officer or Lead Service Officer (Community Development Lending and Investing Post Closing)
Core
Servicing assigned portfolios of non-owner occupied and interim construction loans for local, regional, and national developers utilizing tax credits and bond financing.
Role type
Service Officer / Lead Service Officer (Community Development Lending)
Builds
Post-closing services, portfolio administration, and client support for interim/permanent loans
Domain
Commercial Real Estate / Community Development Finance
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan servicing, portfolio administration, risk management, document review, data integrity maintenance, financial transaction processing, system proficiency (Excel/Word), problem solving
Preferred skills
Commercial real estate knowledge, multi-bank loan participations, syndications, commercial loan systems
Responsibilities
Manage pre-closing and post-closing review of loan documents, maintain servicing files and collateral release documents, initiate financial and collateral transactions, monitor title/tax/insurance/lease-up requirements, analyze rate and collateral changes, maintain DDA Restricted Collateral Accounts, ensure data integrity in system of record, communicate issues to management
Seniority
Individual Contributor (Service Officer) to Senior Individual Contributor (Lead Service Officer)