Sr. Specialist-Operations Management II
About The Position
The Commercial Loan Coordinator is responsible for receiving, reviewing, and approving commercial loan documentation, including Commercial Real Estate documentation, to confirm conformity with the approved loan presentation. The role ensures all loan documents have been received or waived before loan booking and verifies that proposed transactions comply with Credit Policy. It tracks outside loan exceptions and ensures required documents are properly recorded and delivered to the Bank in a timely manner. The loan portfolio includes large and mid-sized commercial loan and real estate transactions, many of which involve syndicated credits. This position supports the Commercial Lending Line of Business as part of the centralized Loan Operations Closing Team and reports to the Loan Closing Team Lead. The work arrangement is hybrid, with 2–3 days per week on-site and the remaining days remote.
Requirements
- Loan closing experience, or similar experience, in a bank or financial institution environment.
- Closing experience in the commercial loan space.
- Excellent written and verbal interpersonal skills.
- Strong attention to detail and ability to multitask in a fast-paced environment.
- Strong computer skills, including knowledge of Microsoft Excel.
- Legally eligible to work at the specified location and, where applicable, hold a valid work or study permit.
Nice To Haves
- Bachelor’s degree preferred.
- Postgraduate degree.
Responsibilities
- Receive, review, and approve commercial loan documentation, including Commercial Real Estate documentation, for conformity with the approved loan presentation.
- Ensure all loan documents are received or waived before the loan booking process.
- Ensure proposed transactions comply with Credit Policy.
- Track outside loan exceptions.
- Ensure required documents are properly recorded and delivered to the Bank in a timely manner.
- Support the Commercial Lending Line of Business as part of the centralized Loan Operations Closing Team.
Benefits
- Competitive total rewards package.
- Possible participation in the relevant business unit’s incentive compensation plan, which may include a discretionary bonus component.
- Medical, dental, and vision coverage.
- Health Savings Account.
- Life insurance, disability insurance, and other insurance plans.
- Paid time off, including sick leave, parental leave, and vacation.
- Paid holidays.
- 401(k).
- Other special perks for team members.
- Accessible candidate experience and accommodations upon request.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
