Commercial Loan Specialist

Centennial Bank • Fort Worth, TX

1d • Onsite

About The Position

The Commercial Loan Specialist is responsible for performing administrative duties involving the processing of business loans. The Commercial Loan Specialist is primarily responsible for assisting commercial lenders. Loan specialists verify, compile, and complete loan applications. In addition, this position will prepare new loan requests to submit to loan processing, review the loan file to verify that data is complete and meets established standards.

Requirements

• High school or GED, plus specialized schooling and/or on the job education in a specific skill area; e.g. data processing, clerical/administrative, equipment operation, etc., plus 2 years related experience and/or training, or equivalent combination of education and experience.
• Ability to read and understand simple instructions, short correspondence, notes, letters and memos; ability to write simple correspondence.
• Ability to read and understand documents such as policy manuals, safety rules, operating and maintenance instructions, and procedure manuals; ability to write routine reports and correspondence.
• Ability to effectively communicate information and respond to questions in person-to-person and small group situations with customers, clients, general public and other employees of the organization.
• Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume.
• Ability to apply concepts such as fractions, ratios, and proportions to practical situations.
• Ability to solve practical problems and deal with a variety of known variables in situations where only limited standardization exists.
• Ability to interpret a variety of instructions furnished in written, oral, or diagram formats.
• Intermediate: 10-Key, Spreadsheet, Word Processing/Typing
• Basic: Accounting, Alphanumeric Data Entry, Contact Management, Database, Presentation/PowerPoint
• Must be able to type 60 wpm, 10-key by touch and working knowledge of office equipment
• Must be detail oriented and have an analytical aptitude
• Must have proficient Microsoft Office skills specifically MS Word, Excel and Outlook
• Must have strong organizational, interpersonal communications, public relations and outstanding customer service skills
• Must be an excellent team player and extremely perception person who is capable of relating to individuals at all various levels within the organization
• Must be able to balance multiple tasks simultaneously and handle frequent interruptions
• Must have strong time management skills

Nice To Haves

• N/A

Responsibilities

• Provide outstanding customer service to customers and co-workers.
• Prepare new and renewal loan documents and correspondence with loan terms and conditions.
• Ensures loan documents are complete, accurate and recorded.
• Prepare and maintain commercial loan files according to specific loan requirements and bank policy.
• Manage inquiry calls and review with Loan Officer.
• Act as liaison between Loan Officer and loan processing, if applicable.
• Assist customer with wire transfers and loan advances.
• Review completed LOM for accuracy and submit to loan operations.
• Order supporting documentation.
• Perform pre-funding review.
• Close/fund loan if needed.
• Prepare loan package for shipping and booking.
• Pull maturity and past due reports.
• Inform officer of required documentation for loan renewals.
• Process draw requests / loan payments / transfers.
• Forward documents to loan operations for scanning.
• Handle loan research issues / questions.
• Completes required BSA/AML training and other compliance training as assigned.
• The ability to work in a constant state of alertness and in a safe manner.
• Perform any other related duties as required or assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED