Loan Support Specialist II

Citizens•West Milton, PA

44d

About The Position

You're experienced, proactive, and confident in supporting complex lending activity while delivering exceptional service to both clients and internal partners. At C&N, we're seeking a Loan Support Specialist II to join our team. In this role, you'll take on more advanced responsibilities in loan processing, portfolio support, documentation review, and client relationship coordination. You'll work closely with lenders, credit partners, and third-party providers to keep lending workflows moving efficiently and accurately. If you have strong attention to detail, enjoy problem-solving, and thrive in a fast-paced, team-oriented environment, this opportunity allows you to make a meaningful impact while continuing to grow in the commercial lending space.

Requirements

Education & Experience - You will need a High School Diploma or GED AND 2-4 years of experience in commercial lending support OR an equivalent combination of education and experience.
Skills - You should possess well-developed abilities and a proven track record in the following areas: Strong communication and active listening skills.
Excellent research, organization, and multitasking abilities.
High attention to detail and accuracy.
Proficiency in Microsoft Office products.
Understanding of loan systems and banking operations.
Key Competencies - The combination of skills, behaviors, and attributes required to perform effectively in a role and achieve organizational goals include: Action Oriented: Acts quickly on challenges, seizes opportunities, and tackles tough issues with a positive attitude.
Drives Results: Achieves goals despite challenges and motivates others to deliver strong outcomes.
Customer Focus: Delivers tailored solutions, exceeds expectations, and builds strong customer relationships.
Interpersonal Savvy: Builds positive relationships across levels, functions, and cultures with diplomacy and tact.
Instills Trust: Maintains integrity, follows through on commitments, and earns credibility through consistent actions.

Responsibilities

Client Support: Serve as a trusted point of contact for commercial lending clients-assisting with payments, line of credit advances, wire requests, ACH limit changes, letters of credit, and general account questions. Help onboard new clients and support seamless transitions into the bank.
Loan Processing & Documentation: Prepare, review, and distribute loan documentation with accuracy. Work with lenders, documentation prep teams, and attorneys to ensure regulatory compliance and smooth loan closings. Start new loan requests in Lending Cloud and support the approval workflow.
Portfolio Management: Assist lenders with monitoring annual reviews, gathering financial documentation, tracking rate modifications, managing document requests, and keeping loan maintenance and collateral information current. Generate and process loan payoffs and handle construction loan disbursements as needed.
Third-Party Coordination: Communicate with attorneys, insurance agents, title companies, government offices, appraisers, accountants, and other partners to gather required documentation and support both new loans and existing portfolio needs.
Limited Lending Functions: Under lender direction, engage with clients regarding loan requests, filter small business applications, prepare closing documents, and conduct closings when needed.
Audit & Compliance Support: Assist with internal and external audit requests, compliance reviews, and the overall accuracy and completeness of lending files.
Event Support: Assist with organizing events by preparing materials, coordinating logistics, gathering documentation, and supporting lenders to ensure professional and successful event execution.
Team Collaboration: Partner closely with lenders, credit analysts, Loan Processing, and other internal partners to keep loans moving efficiently from application through closing. Maintain proactive communication to support an exceptional client experience.
Customer Service Excellence: Uphold C&N's Customer Service Standards through responsive communication, professionalism, and teamwork.

Benefits

Paid Time Off: Generous vacation, personal, sick, family sick, and community service leave.
Retirement Savings: 401(k) with pre-tax and ROTH contribution options and a safe harbor match, plus an Employee Stock Ownership Plan (ESOP).
Health & Wellness: Health, dental, and vision coverage, including employer-paid premium options for employee-only coverage.
Health Savings Account (HSA) and Flexible Spending Accounts (FSAs) for medical and dependent care.
Employer-paid life and disability insurance.
Additional voluntary coverages to meet your unique needs.
Career Development: Access to education and development programs and ongoing support for personal and professional growth.

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