Commercial Lending Specialist

Job Summary:

The Lending Specialist will coordinate the preparation of required loan documentation, coordinate the execution of loan documents, organize workflow to allow for on-time loan closings. Follow up with clients, insurance agents, title companies, and attorneys will also be required. This position also clients with deposits, treasury and lending services. The Lending Specialist will also provide administrative and sales support to the Commercial Relationship Managers and the Regional President. Occasionally, the Lending Specialist may be required to provide coverage of retail branch – greeting customers, providing limited support to the Office Manager and Assistant Office Manager.

Primary Responsibilities:

The physical demands described here are representative of those that must be met to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable qualified individuals with disabilities to perform essential functions.

• Handles ongoing loan requests, including new loans, renewals, modifications, and extensions
• Works directly with Loan Operations so that loans are processed accurately and efficiently
• Works with customers to obtain required loan documentation
• Provides exceptional customer service to clients on deposits, treasury and lending requests.
• Reviews and clears loan exceptions weekly
• Gathers documents needed for annual loan reviews
• Ability to provide administrative and sales support to Relationship Managers and Regional President as needed.
• Assist in servicing active loans, monitor past due reports and maturing loan reports.
• Assists with the processing of loan payments, payoffs, and advances
• Maintains a working knowledge of bank loan policy and federal and state banking regulations, as needed
• Other duties as assigned

Supervisory Responsibilities:

• None.