Lending Specialist

Valley National Bank•Tampa, FL

About The Position

The Lending Specialist serves as a liaison and primary point of contact for internal and external customers and stakeholders from loan approval through deal closing, and handles questions, requests, and inquiries during the life of a loan. The role manages deal flow with Relationship Managers and coordinates with downstream stakeholders to support timely closings. It also supports transaction execution, documentation review, funding, booking, and ongoing loan activity.

Requirements

High school diploma or equivalent.
Up to 3 years of Lending Assistant or Loan Processor experience.
Excellent interpersonal, verbal communication, and written communication skills.
Confidence enforcing policies, procedures, and processes when challenged.
Strong PC skills, including use of Microsoft Office applications, the bank's core system, and nCino software.
High proficiency in customer service, organization, data input, time management, and managing multiple tasks simultaneously in a high-volume, strict-deadline environment.

Nice To Haves

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

Responsibilities

Act as liaison and primary point of contact with internal and external customers and stakeholders from approval through deal closing.
Respond to questions, requests, and inquiries during loan monitoring and servicing.
Manage the deal-flow pipeline with Relationship Managers and lead interactions 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, execution mechanics, and regulatory requirements.
Assist with transaction execution and process flow, including escalating issues and designing solutions that ensure risks are covered through adequate controls and protections.
Order documents needed to complete loan files and prepare supplemental documents when necessary.
Partner with closing and servicing operations teams to ensure proper booking, accrual reconciliations, and daily cash positions.
Ensure initial loan funding, when applicable, and ongoing loan activity—including payments, draws, and payoffs—are properly processed and booked with downstream stakeholders.
Review loan documents for accuracy before closing and close loans when necessary.
Communicate issues that arise before closing to lenders.