Business Banking Client Specialist Sr
About The Position
The Business Banking Closing Specialist Sr. works with Relationship Managers, Borrowers, Sellers, Attorneys, Brokers, EROs, Underwriters, Closers, Title Companies and the banking Markets to collect due diligence and promote the loan closing process. This role coordinates interaction between these parties all within the defined loan closing SLA of 30-45 days. The specialist assists other colleagues with difficult situations or customers, prepares the more difficult loan commitment letters and application documents, and is responsible for initial Compliance and preparing the loan commitment package. They review other Client Specialists’ commitment letters for accuracy, order third party reports and provide them to the correct parties for review. As a subject matter expert in the lending process, they engage with customers daily to discuss, explain and mentor prospective borrowers through the nuances of lending. They coordinate with all parties to establish closing dates, schedule closings, and arrange the distribution of documents. Additionally, they mentor less experienced Loan Specialists and perform other duties as assigned.
Requirements
- 3+ years of related experience
- High school diploma, GED or equivalent
- Currently authorized to work in the United States on a full-time basis.
Nice To Haves
- Bachelor's Degree
- Strong detail orientation and organizational skills
- Understanding of industry, lending regulations
Responsibilities
- Coordinates interaction between these parties all within the defined loan closing SLA of 30-45 days.
- Assists other colleagues with difficult situations or customers.
- Prepares the more difficult loan commitment letters and application documents.
- Responsible for initial Compliance and preparing the loan commitment package.
- Reviews other Client Specialists’ commitment letters for accuracy.
- Orders third party reports and provides to correct parties for review.
- Subject matter expert in the lending process.
- Engages with the customers daily to discuss, explain and mentor the prospective borrowers through the nuances of lending.
- Coordinates with all parties to establish closing date.
- Schedules closing and arranges the distribution of docs.
- Mentors less experience Loan Specialists.
- Performs other duties as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
High school or GED
