Credit Products Commercial Loan Fulfillment Specialist - CBG Operations
Core
Orchestrates the closing process for commercial loans by managing documentation, analyzing risks, and coordinating with borrowers, counsel, and internal teams to ensure timely loan booking and disbursement.
Role type
Commercial loan fulfillment specialist
Builds
Commercial credit facilities for multi-state clients
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Commercial loan documentation, risk assessment, regulatory compliance (BSA/AML, OFAC, Flood), syndicated transaction knowledge, client service, problem solving
Preferred skills
Commercial banking experience, commercial equipment leasing experience
Technologies
Loan origination systems, compliance software
Responsibilities
Draft and review loan documentation, obtain evidence of debt, resolve documentation exceptions, communicate with business partners and third parties, mitigate risks, address loan setup issues, support loan booking and disbursement
Seniority
Mid-level, hands-on IC