Operations Specialist - Commercial Loans

Canon Recruiting Group•Phoenix, AZ

22h•Onsite

About The Position

Primarily responsible for perfecting bank's Financial Booking. Responsible for accurate set-up and maintenance of billing schedules, pricing options, and all other client record and indicative data. This role will be responsible for data accuracy and timely completion of the booking and funding process. Responsible for the Financial Booking of commercial Bilateral deals. Role will also require funding to client once deal has been booked. Timeliness and Accuracy are key to the success of this role function. Responsible for ensuring accurate and timely processing of complex loan administration transactions in accordance with established policies, processes and procedures. Interacts with Document Administrators to ensure efficient, high quality loan processing. Duties include booking loans, payment administration, loan system reconciliation, and quality review. Must be detail oriented and be able to read and understand loan documents. Must build and maintain a strong relationship with Business Partners. Works with limited supervision.

Requirements

Must have credit agreement or legal documentation knowledge
Must have previous banking experience
Previous banking experience.
Experience reviewing credit agreements or legal loan documentation.
Strong attention to detail and organizational skills.
Excellent verbal and written communication skills.
Ability to work independently in a fast-paced environment.

Nice To Haves

One to Two years previous Financial Booking knowledge
Commercial Loan Knowledge
Loan IQ experience (preferred)
Ability to work independently with little management supervision
Exceptional communication skills (both verbal and written)
Ability to communicate with attorneys and internal business partners
Microsoft excel skills a plus
Bachelor’s Degree (preferred)
1–2 years of Financial Booking experience.
Commercial loan operations or commercial lending experience.
Loan IQ experience (highly preferred).
Microsoft Excel proficiency.
Bachelor's degree preferred.

Responsibilities

Perfecting bank's Financial Booking.
Accurate set-up and maintenance of billing schedules, pricing options, and all other client record and indicative data.
Data accuracy and timely completion of the booking and funding process.
Financial Booking of commercial Bilateral deals.
Funding to client once deal has been booked.
Ensuring accurate and timely processing of complex loan administration transactions in accordance with established policies, processes and procedures.
Interacting with Document Administrators to ensure efficient, high quality loan processing.
Booking loans, payment administration, loan system reconciliation, and quality review.
Building and maintaining a strong relationship with Business Partners.