Business Loan Specialist

Job Description:

This position is responsible for ensuring that commercial loan files are organized and that documentation is complete and current. This individual will be responsible for helping to manage and minimize risk to the Bank. The individual works closely with loan portfolio managers, relationship managers, clients, and third parties. This employee reports to the Credit Administration Manager.

• Provide exceptional customer service.
• Maintain well organized and complete commercial loan files.
• Complete post-closing loan file reviews.
• Coordinate with the Scanning department to ensure that documentation is saved correctly.
• Proactively maintain tracking items for commercial loan portfolio
• Correspond with clients and third parties to obtain documentation.
• Verify insurance documentation is complete and adequate.
• Draft loan maintenance requests, memos, and letters for loan file.
• Assist Loan Portfolio Manager with responding to audits and promptly resolving exceptions.
• Correspond with and provide documentation to loan participants.
• Maintain collateral vault and process paid loans.
• Answer incoming phone calls and direct walk-in clients to commercial lending personnel.
• Complete other general office duties.