Commercial Loan Services Specialist III

Peoples Security Bank & Trust Company•Warrendale, PA

12d

About The Position

Responsible for performing a variety of duties supporting commercial and corporate loan functions. The role coordinates work within the division and with other divisions and departments, reports pertinent information to the immediate supervisor, and responds to inquiries or requests for information. The specialist independently supports loans from approval through closing, ensuring timely, accurate, and compliant processing. The position also functions as supervisor when the manager is absent and trains Commercial Services Specialists I and II.

Requirements

High school diploma or equivalent.
Specialized bank credit services education or training.
Strong communication skills.
Proficient analytical and mathematics skills.
Proficient interpersonal relations skills.
Demonstrated organizational skills.
Proficient PC skills, including Microsoft Word and Excel.
Extensive knowledge of banking services.
Extensive knowledge of loan documentation and requirements for completion.
Proficiency in all phases of loan processing, including credit and compliance calculation and testing.
Visual and auditory skills.
A minimum of six years of related experience is normally required.

Responsibilities

Independently perform a variety of duties supporting commercial and corporate loan functions.
Function as supervisor in the manager’s absence.
Follow new loans from approval through closing to ensure a timely, accurate, and compliant process.
Research, order, and collect necessary loan documentation and other information for pre-closings and closings.
Produce documentation between the Bank and customers through loan closing, including commitment letters, amendments, line of credit renewal letters, and letters of credit.
Distribute documentation and related information to Loan Processing for timely entry into the system.
Follow up, suggest changes, and complete additional records or attorney-prepared documents for loans in process.
Manage and track loans, including construction and multiple-advance or draw-down loans after closing, ensuring documentation is current and maintaining the Bank’s lien position, qualified disbursement of funds, and compliance.
Provide customer support and contact customers as needed to complete loan processing.
Attend closings if requested.
Assist Commercial or Corporate Loan Officers as needed.
Train Commercial Services Specialists I and II.
Coordinate work within the division and with other divisions and departments.
Report pertinent information to the immediate supervisor and respond to inquiries or requests for information.