Business Loan Closing Specialist (Pre-Review)
Core
Administrative support for the Business Banking Sales Team, coordinating the closing of Business Loans and ensuring proper loan documentation.
Role type
Business Loan Closing Specialist (Pre-Review)
Builds
Business Banking Loans
Domain
Banking / Commercial Lending
Required skills
Loan processing, collateral report generation, title work coordination, legal counsel engagement, document review, UCC secured collateral handling, commercial real estate knowledge, public sector program knowledge, Microsoft Office proficiency
Preferred skills
Paralegal Certificate, Associate Degree, Business Banking closing documentation experience, strong sales/customer service personality, excellent PC skills
Responsibilities
Generate term sheets and commitment letters, order 3rd party reports and title work, track expenses and fees, engage legal counsel for trusts and deed restrictions, collect items to clear conditions to close, coordinate closing dates with customers and markets, manage monthly maturities and collateral exceptions, review loan documents using standard checklists, provide feedback on training opportunities.
Seniority
Entry-level to Junior