Commercial Loan Specialist

New

Skills

Accounting Principles Commercial Loan Systems Customer Service Data Analysis Loan Documentation Loan Processing Microsoft Excel Microsoft Word Regulatory Compliance Report Generation

The Commercial Loan Specialist plays a crucial role in the lending process by preparing loan request documents, gathering income data, and ensuring compliance with regulatory standards. This position offers a unique opportunity to develop skills in commercial lending while contributing to the financial success of clients.

Key Responsibilities
  • Prepare loan request documents and gather income data.
  • Order external reports, including titles and insurance.
  • Prepare commitment letters and arrange lien payoff.
  • Coordinate loan closings and disbursement checks.
  • Verify loan system accuracy for boarded loans.
  • Ensure loan files meet bank and regulatory requirements.
Required Skills & Qualifications
  • High school diploma or equivalent required.
  • 0 to 2 years of experience in commercial loan support.
  • Strong analytical skills to identify errors and variances.
  • Proficient in Microsoft Word, Excel, and commercial loan systems.
  • Knowledge of accounting principles.
  • Ability to deliver professional and responsive customer service.

No forms. Your profile is generated instantly.

Job Type: Remote

Salary: Not Disclosed

Experience: Entry

Duration: Months

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