Lending Specialist

Valley National Bank • Orlando, FL

1d

About The Position

The Lending Specialist serves as the primary liaison and point of contact for internal and external customers and stakeholders from loan approval through closing, and handles questions and requests during the life-of-loan monitoring and servicing process. The role manages deal flow with Relationship Managers and coordinates with internal downstream stakeholders to support timely closings.

The Lending Specialist coordinates and reviews closing documents and information for due diligence, application processing, insurance, operational feasibility, transaction execution, and regulatory requirements. The role supports transaction execution and process flow, escalates issues, develops solutions to ensure risks are addressed through appropriate controls and protections, and orders or prepares documents as needed. It also works with closing and servicing operations to support accurate loan booking, accrual reconciliations, cash positions, initial funding, and ongoing loan activity. The specialist reviews closing documents for accuracy, closes loans when necessary, and communicates pre-closing issues to lenders.

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 Microsoft Office applications, the bank's core system, and nCino software.
• Proficiency in customer service, organization, data input, and time management.
• Ability to handle multiple tasks simultaneously in a high-volume, strict-deadline work environment.

Nice To Haves

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

Responsibilities

• Act as the liaison and primary point of contact for internal and external customers and stakeholders from approval through deal closing, and handle 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 support timely closings.
• Coordinate and review closing documentation and information with relevant stakeholders for due diligence, application processing, insurance, operational feasibility, transaction execution mechanics, and regulatory requirements.
• Assist with transaction execution and process flow, escalate issues, and design 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 support proper loan booking, accrual reconciliations, and daily cash positions.
• Ensure initial loan funding and ongoing loan activity, including payments, draws, and payoffs, are properly processed and booked with downstream stakeholders.
• Review loan closing documents for accuracy and close loans when necessary.
• Communicate issues that arise before closing to lenders.

What This Job Offers

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