Job Description

Commercial Loan Document Specialist
Location: Brooklyn, OH 44144 (100% onsite)
Duration: 6+ Months
Start: January 2025


This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic commercial loans. The incumbent will participate as a team member dedicated to supporting the growth and servicing of the Specialty lines of business and providing the highest quality of customer service to internal and external clients.


Responsibilities:

• Reviews loan document packages and ensures all documents are present to ensure Bank's position.
• Identifies and cites loan exceptions as appropriate to ensure the communication of documentation issues.
• Able to interpret and book collateral associated with complex commercial loans.
• Book basic commercial loans, including lines for Letters of Credit and bought participations.
• Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer.
• Facilitates simple validation of borrowing entity.
• Ability to work in
• online, image enabled work queues to ensure timely processing of tasks.
• Effective utilization of "dual monitor" environment.
• Ability to work in and support virtual team environment. Cross-site partnering Best practice sharing.
• Accurate identification and indexing of task related documents. Answer customer's basic questions and inquiries.
• Prioritize work for self and team.
• Be committed to continuous improvement.
• Effective use of on-line queues to ensure timely processing of tasks.
• Ability to work in on-line imaged enabled work queues.
• Effective utilization of dual monitor environment.
• Support of virtual team environment.
• Accurate identification and indexing of task related documents.
• Cross-site partnering.
• Best practice sharing.

Qualifications:

• High School Diploma or equivalent.
• Knowledge of basic accounting principles.
• Ability to work under pressure and meet deadlines.
• Ability to make basic judgments and decisions.
• Good understanding of loan documentation and regulations relating to loans, as well as knowledge/experience of the loan accounting systems, monetary processing and some system maintenance functions.
• Proven strong customer service skills and work ethic.
• Proven analytical skills.
• Open minded and adaptable to new ideas in a changing environment.
• Obligor Database

#TB_EN TalentBurst, Inc.

Job Tags

Bank staff, Remote job,

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