Commercial Banking Administrative Specialist
Core
Front-line administrative specialist supporting commercial banking clients with loan inquiries, transactional needs, and document processing from application through closing.
Role type
Commercial Banking Administrative Specialist
Builds
Loan files, closing packages, and documentation for commercial and SBA loans
Domain
Commercial Banking / Consumer and Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Loan documentation processing, credit software mastery, title work and appraisal review, lien and judgment search, client communication, regulatory compliance knowledge
Preferred skills
Commercial lending experience, SBA loan knowledge, legal correspondence
Technologies
Credit software systems, Microsoft Suite, Image Storing System
Responsibilities
Handle loan requests from inception to booking and document distribution; review loan requests for lending authority and policy compliance; coordinate closing schedules and deliver closing packages; process client transaction tickets; assist in collecting financial information and monitoring loan delinquencies; scan and distribute signed documents post-closing.
Seniority
Entry-level to Junior, hands-on IC