Lead Service Officer (Commercial Construction Portfolio)
Core
Servicing assigned construction loan portfolios for private developers and public companies, managing draw processing, due diligence, and risk monitoring.
Role type
Senior IC commercial loan servicing officer (construction)
Builds
Construction loan disbursements and collateral management for the Community Development Lending/Institutional Real Estate Group
Domain
Commercial real estate lending / Construction finance
Deliverable
production ML models | product features | dashboards & analysis | client delivery | infrastructure | physical/clinical work
Required skills
Construction loan documentation review, draw request analysis, budget and sources/uses analysis, lien law knowledge, multi-bank syndication familiarity, commercial banking systems proficiency, risk management, data integrity maintenance
Preferred skills
Experience with interim loan servicing, knowledge of AIA documentation, familiarity with commercial banking systems (LoanIQ, SalesForce, LaserPro, DocuSign, BOS)
Technologies
LoanIQ, SalesForce, LaserPro, DocuSign, BOS, Microsoft Excel, Microsoft Word, Microsoft PowerPoint, Microsoft OneNote
Responsibilities
Independently manage pre-closing review of construction documents and due diligence, process draw requests and prepare disbursement forms, monitor collateral releases and tenant rent rolls, analyze budgets and identify exceptions, maintain DDA Restricted Collateral Accounts, facilitate rate and commitment changes, initiate financial transactions based on loan provisions
Seniority
Mid-level, hands-on IC