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Loan Specialist
Zions Bancorporation
Houston, TX, United States
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Description
Amegy Bank is looking for a Loan Specialist with a talent and passion for customer care and helping our clients reach their financial goals.
Ideal candidates will have the skills and experience necessary to:
• Work directly with Commercial lending teams to collect, review and distribute approved loan due diligence documents necessary for loan documentation preparation, funding and booking
• Ensure appropriate fees and expenses are recorded accurately
• Notify lending team of missing/incorrect items requiring action
• Work directly with loan operations to ensure loan documents are prepared in accordance with credit approval, loan documentation standards and regulatory requirements
• Review executed loan packages for accuracy and to ensure compliance with regulatory and policy requirements
• Ensure appropriate approval and exceptions are obtained
• Submit the final loan package to loan operations for funding and boarding
• Other duties as assigned
Qualifications
Basic Qualifications:
High School Degree or equivalent and 1+ years of loan documentation and review, closing or other directly related experience. An equivalent combination of education and experience may meet qualification.
• Work Hours: Monday – Friday: 8:00 A.M. - 5:00 P.M., 40 hours per week
• Working knowledge of general loan documentation, loan closing processes and procedures, lending policies, compliance and lending regulations
• Ability to review, read and interpret loan documentation
• Knowledge of due diligence and risk management requirements
• Must be accurate and detail oriented
• Ability to multi-task and meet deadlines
• Must have good problem and communication skills, both verbal and written
• Working knowledge of pc's and various word processing, spreadsheet or related software
Employees regularly scheduled to work 20 hours or more per week are eligible for a full benefits package.