Lending Specialist

Valley Bank • Orlando, FL

82d

About The Position

The position involves acting as the liaison and primary point of contact with internal and external customers/stakeholders from the approval stage to deal closing. The role requires managing deal flow pipelines with Relationship Managers and leading interactions with internal downstream stakeholders to ensure timely closings. Responsibilities also include coordinating and reviewing closing documentation and information with relevant stakeholders for due diligence, application processing, insurance, operational feasibility, optimal execution mechanics, and regulatory requirements. Additionally, the position involves assisting with the execution and process flow of transactions, including escalation of issues and designing solutions to ensure risks are covered through adequate controls and protections. The role requires partnering with relevant operations teams to ensure proper booking, accrual reconciliations, and daily cash positions, as well as ensuring initial loan funding and ongoing life of loan activity are properly processed and booked. The position also entails carefully reviewing loan documents for accuracy and communicating with lenders about any issues that arise prior to closing.

Requirements

• Excellent interpersonal skills as well as verbal and written communication skills.
• Confident in ability to enforce policies, procedures, and processes when challenged.
• Strong PC skills using Microsoft Office applications as well as Bank's core system and nCino software.
• Highly proficient in all areas of customer service, organizational skills, data input, time management, and handling multiple tasks simultaneously within a high volume, strict deadline work environment.
• High School Diploma or equivalent; up to 3 years Lending Assistant or Loan Processor experience.

Nice To Haves

• Knowledge of Commercial Real Estate and C&I loan documentation.

Responsibilities

• Act as the liaison and primary point of contact with internal and external customers/stakeholders from approval to deal closing.
• Manage deal flow pipeline with Relationship Managers and lead the interaction with internal downstream stakeholders to ensure timely closings.
• Coordinate and review closing documentation and information with relevant stakeholders for due diligence, application processing, insurance, operational feasibility, optimal execution mechanics, and regulatory requirements.
• Assist with the execution and process flow of the transaction, including escalation of issues and designing solutions that ensure risks are covered through adequate controls and protections.
• Order necessary documents to complete the file and prepare supplemental documents when necessary.
• Partner with relevant operations teams to ensure proper booking, accrual reconciliations, and daily cash positions.
• Ensure initial loan funding and ongoing life of loan activity are properly processed and booked with downstream stakeholders.
• Carefully review loan documents for closing to ensure accuracy; close loans when necessary.
• Communicate with lenders any issues that arise prior to closing.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees