Commercial Operations Specialist
Core
Subject-matter resource on consumer and commercial lending laws and bank policies, supporting accurate and timely loan monitoring, documentation, and exception management.
Role type
Commercial Operations Specialist (Banking Operations)
Builds
Loan files, documentation, reports, and participation records for Commercial, Business, Residential Construction, and Syndicated loans.
Domain
Banking / Commercial Lending
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
Attention to detail, organization, multi-tasking, Microsoft Word, Microsoft Excel, Microsoft Outlook
Preferred skills
Loan scoring software knowledge, loan documentation software knowledge, commercial lending experience
Technologies
Abrigo, Image Center
Responsibilities
Monitor loans in process and track fees collected; review exceptions and manage withdrawn, denied, or incomplete loan requests; ensure loan files are current and fully documented; prepare reports for the Residential Construction Lending Officer; support syndicated and participated loans from approval through closing; clear document and Final Title Policy exceptions; process collateral additions and releases and maintain tracking spreadsheets.
Seniority
Individual Contributor, 2+ years experience required