Business Banking Client Specialist Sr
Core
Senior specialist coordinating the loan closing process, managing due diligence, and mentoring less experienced staff.
Role type
Senior Business Banking Closing Specialist
Builds
Loan commitment packages and closing documentation
Domain
Banking / Lending
Required skills
Loan closing coordination, due diligence management, compliance preparation, document review, third-party report ordering, customer engagement, mentoring
Preferred skills
Bachelor's degree, detail orientation, organizational skills, lending regulations knowledge
Responsibilities
Coordinate interactions between Relationship Managers, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies, and banking Markets within a 30-45 day SLA; Prepare difficult loan commitment letters and application documents; Review other Client Specialists' commitment letters for accuracy; Order third-party reports; Engage with customers to explain and mentor them through the lending process; Coordinate with all parties to establish and schedule closing dates; Mentor less experienced Loan Specialists.
Seniority
Senior, hands-on IC with mentoring responsibilities