Commercial Loan Specialist Resume Samples
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Commercial Loan Specialist Resume Samples
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JG
J Gaylord
Jedidiah
Gaylord
6535 Josh Stravenue
Los Angeles
CA
+1 (555) 946 5276
6535 Josh Stravenue
Los Angeles
CA
Phone
p
+1 (555) 946 5276
Experience
Experience
New York, NY
Commercial Loan Specialist
New York, NY
Considine Group
New York, NY
Commercial Loan Specialist
- Working knowledge of Word, Excel and Data Processing
- Assist Commercial Relationship Officer with coordination with other lines of business
- Provide back up for other officers and others support positions within location
- Capacity to work independently
- Maintain/create accurate and timely reports and/or documentation with minimal supervision
- Working with Hazard Insurance
- Manage competing priorities in an accurate and timely manner. Utilize department specific system applications
New York, NY
Middle Office Commercial Loan Specialist
New York, NY
Turcotte-Stiedemann
New York, NY
Middle Office Commercial Loan Specialist
- Perform ad hoc analysis and reporting and collaborate with Management and/or project team stakeholders
- May perform other duties as assigned
- Create and implement solutions
- Role may include general ledger reconcilement duties and peer work review
- May provide customer service, administrative support and inter/intra office communication support for the department
- Working knowledge pc's and various word processing, spreadsheet or related software
- Creating/submitting Foreign Exchange (FX) hedges and adjustments
present
Boston, MA
Commercial Loan Specialist Lead-spectrum Recovery
Boston, MA
Aufderhar and Sons
present
Boston, MA
Commercial Loan Specialist Lead-spectrum Recovery
present
- Conducts credit and financial analyses on loan requests, and will be working special projects with Business Finance Manager
- Performs review of loan and collateral documents and loan packages to insure bank's security interest and adherence to established policies and procedures
- Assist in developing and implementing policies, procedures, and training materials to maximize efficiency and customer service
- Develop and maintain effective working relationships with peers and key business partners
- May assist in developing and implementing policies, procedures, and training materials to maximize efficiency and customer service
- May perform ad hoc analysis and reporting and collaborate with Management and/or project team stakeholders. Utilize department specific system applications
- Review, update and write departmental procedures and training guides, and assist manager with high level research and special projects as requested
Education
Education
Bachelor’s Degree in Supervision
Bachelor’s Degree in Supervision
University of Kentucky
Bachelor’s Degree in Supervision
Skills
Skills
- Demonstrates strong proficiency on MS Office products (Word, PowerPoint, and Excel)
- Strong ability to multi task
- Ability to create/run basic Access queries
- Ability to read and write, with basic arithmetic skills
- Detail oriented with excellent verbal, analytical and organizational skills
- Strong knowledge of applications and department systems
- Strong knowledge of MSOffice
- Strong knowledge of department computer applications and systems
- Excellent ability to multi-task
- Solid ability to multi-task
13 Commercial Loan Specialist resume templates
Read our complete resume writing guides
1
Commercial Loan Specialist Resume Examples & Samples
- Assist Commercial Relationship Officer with all aspects of loan origination, funding & collateral perfection, which includes gathering data for middle office, securing loan documentation with middle office, checking documents for accuracy, coordinating signature & funding of loan, potentially attending loan closing, and scanning & packaging orginal documents for middle office
- Handle all advance & paydown requests
- Track & prepare tickets and forms for loan payments, loan fees, and attorney fees
- Research loan information
- Order appraisals and environmental reports
- Work with third party vendors such as title companies, ESA, and attorneys
- Gather financial information, order spreads and loan write-ups
- Assist Commercial Relationship Officer with the tracking and collection of past due loan payments
- Pull monthly loan reports and prepare monthly loan summary report for management
- Work to actively resolve/clear all financial and collateral exceptions
- Scan executed loan documentation, financial information and deposit documentation and create/maintain electronic files for commercial customers & prospects on local network
- Handle overdrafts
- Process on-line commercial deposit transfers
- Process No-Pin wires with approval of the Commercial Relationship Officers and customers, prepare necessary forms, obtain signatures, and conduct all followup for branch compliance
- Work closely with Treasury and the Commercial Relationship Manager regarding depository products for customers by gathering documents necessary to open, close and perform on-going maintenance to accounts, working with legal for approval, submitting pre-approval on new commercial customers, completing StartRight on the business entity and each signer for every new account, along with completing all other due diligence, preparing all deposit account opening documents, providing customer disclosures, initiating account hosting with Kansas City, and performing research as necessary
- Assist Commercial Relationship Officer with coordination with other lines of business
- Provide administrative support for Commercial Relationship Officer, including travel, expense reports, and sales calls in ClientLink
- Provide back up for other officers and others support positions within location
- Demonstrates strong proficiency on MS Office products (Word, PowerPoint, and Excel)
- Demonstrates strong alpha/numeric comparison skills
- Demonstrates excellent communication skills (written & verbal)
- Demonstrates good interpersonal skills
- Demonstrates ability to multi-task
- Demonstrates understanding of loan documentation and loan structure
- Knowledge of commercial products
- Understanding of Article 9
- Familiar with banking core accounting systems
2
Commercial Loan Specialist Resume Examples & Samples
- Coordinates, compiles, processes, and reviews loan files and/or transactions
- May be responsible for loan files and/or transactions from any or all points from application through processing and closing
- Ensures loan documents are complete and accurate and are in keeping with the terms and conditions approved by the appropriate authority
- Reviews loan packages and/transactions for any changes/exceptions; requests additional documentation and/or supporting documents, if needed
- At least one year in a similar function and/or environment
- Basic knowledge of the products, policies and processes that related to unit assigned
- Basic knowledge of banking operations
3
Commercial Loan Specialist Resume Examples & Samples
- Maintain files with sufficient documentation for third-party review and prepares files for timely audits
- Set up and monitor loan and financial ticklers to ensure accuracy and timeliness. Responsible for ensuring all closing conditions are met and loans are closed within time frames
- Assist Commercial Relationship Manager and underwriter in obtaining, scanning and archiving information required for underwriting a loan request. May assist Commercial Relationship Manager in ordering third party reports related to a loan request
- Review and resolve a variety of customer problems/issues regarding bank products and services
- Ability to read and write, with basic arithmetic skills
4
Commercial Loan Specialist Resume Examples & Samples
- Acts an expert in various loan functions and handles processes and issues of high complexity
- Responsible for ensuring complex loan transactions are complete and accurate and are in keeping with the terms and conditions approved by the appropriate authority
- Reviews loan transactions for any changes/exceptions; requests additional documentation and/or supporting documents, if needed
- Ensures loan system accuracy and adherence to policies and procedures
- Years of functional/professional experience 3+ years
5
Commercial Loan Specialist Resume Examples & Samples
- Maintains loan portfolio of business partners
- Conducts credit and financial analyses on loan requests, and will be working special projects with Business Finance Manager
- Presents financial data and analysis
- This role is targeted to progressively grow in responsibilities and title
- 4 year degree in Banking, Economics, Accounting or Finance from an accredited college or university
- Working knowledge of Word, Excel and Data Processing
- Minimum one year related experience is preferred in banking, financing or business credit organizations
- Ability to effectively communicate with varying levels of professionals and business owners
- Ability to manage multiple projects requiring meeting specific deadlines
6
Commercial Loan Specialist Resume Examples & Samples
- Works on commercial property construction and/or term loans from moderate to complex in nature
- Analyzes title insurance commitment reports including title exceptions, and responsible for preparing title/escrow instructions. Responsible for reviewing final title policy to ensure it complies with the title/escrow instructions and confirms that the bank’s lien position is accurate
- Monitors note rate re-pricing, fixings and adjustments, as applicable, in accordance with the loan approval and loan documentation
- Follow up on all post-closing requirements required as part of the credit approval and loan closing policy and procedure
- Reviews and analyzes land surveys and environmental reports
- 3-5 year’s previous commercial loan administration and loan documentation experience
- Must have an advanced level of knowledge in all areas of real estate lending including letters of credits, borrower based lending, multi-phase construction and multiple collateral properties
- Advanced arithmetic skills
- Excellent written and verbal communication skills and interest in learning to present information to others and/or train others
- Working knowledge of commercial finance, law, documentation, accounting and data systems
- Ability to train and present to small and large audiences or has the interest and ability in learning to train and present
7
Commercial Loan Specialist Resume Examples & Samples
- 3-5 years Commercial Banking experience; preferably Operations
- Previous Foreign Currency experience required
- Wall Street and AFS systems experience preferred
- Basic FX trade and Foreign Exchange knowledge preferred
- Understanding of basic commercial loan documentation preferred
- Knowledge of interest accrual methods in accordance with loan processing preferred
- Strong communications and interpersonal skills required
- Demonstrated ability to collaborate with colleagues and business partners
- Demonstrated problem solving, research and analytical abilities
- Basic accounting experience required
- Must be able to independently process basic financial calculations
- Motivated, proactive self starter with a "can do" attitude who responds costively to requests
8
Commercial Loan Specialist Resume Examples & Samples
- MS Excel
- Solid interpersonal skills
- Capacity to work independently
- Associate Degree required, Bachelors Degree preferred
9
Commercial Loan Specialist Resume Examples & Samples
- Reviewing and analyzing Exception reports
- Development and implementation of procedures
- Participate in Driving change and efficiency
- Reviewing information in multiple databases and applications
- Ability to work with established procedures with only a moderate degree of supervision
- Experience solving routine problems
- Strong understanding of Microsoft Word, Excel, and Outlook
- Solid written and verbal communication
10
Commercial Loan Specialist Resume Examples & Samples
- Cash applications and research,
- Deposit preparation
- Payment history research
- Balancing DDA's
- Processing ACH and Lockbox,
- Reviewing /waiving late fees,
- Processing customer refunds
- Reconciling A/P
- Commercial Banking Operations experience preferred
- Previous experience in Asset Finance preferred
- InfoLease system experience preferred
- Basic accounting experience preferred
- Demonstrated ability to independently process basic financial calculations
- Solid written and verbal communication skills
- Associate or Bachelors Degree preferred
11
Commercial Loan Specialist Resume Examples & Samples
- Working with Hazard Insurance
- Maintain an active relationship with outside vendors that assist with supporting the tracking
- Identify and report issues
- Working Commercial Loan Collateral and factors that require tracking
- Utilize databasw (MSAcess) for proper workflow
- Prior loan and/or lending experience
12
Commercial Loan Specialist Resume Examples & Samples
- Creates and/or maintains databases and management reports, interpreting data and identifying trends. May also include the reporting of productivity, quality, and other ad hoc requirements in an accurate and timely manner
- This role performs routine, complex analytical review of data and/or documentation which may include customer data and/or review for fraud/risk activities and/or perform moderately complex analysis to identify and resolve process-level issues
- Serve as subject matter experts with vendor relationships and serve as business unit liaison with other departments. May serve as point person for more junior team members
- Collect, review and analyze data and/or documentation to ensure compliance with department SLAs, policies, procedures, and/or regulatory and risk requirements
- Maintain/create accurate and timely reports and/or documentation with minimal supervision
- Perform ad hoc analysis and reporting and collaborate with Management and/or project team stakeholders
- Utilize department specific system applications
13
Commercial Loan Specialist Resume Examples & Samples
- May assist in developing and implementing procedures to maximize efficiency and provide excellent customer service. May perform other such duties as assigned including research and resolution of moderate complexity
- Ideal candidate may participate in projects requiring coordination with other teams. Create and maintain accurate and timely reports and/or documentation with minimal supervision
- May perform ad hoc analysis and reporting
- Manage competing priorities in an accurate and timely manner. Utilize department specific system applications
- Participate in driving change and efficiency
14
Commercial Loan Specialist Resume Examples & Samples
- May assist in developing and implementing policies, procedures, and training materials to maximize efficiency and customer service
- May manage projects requiring coordination with other teams, process improvement projects and may perform other such duties as assigned including trouble shooting operational issues
- May serve as point person for more junior team members. Collect, review and analyze data and/or documentation to ensure compliance with department SLAs, policies, procedures, and/or regulatory and risk requirements
- May perform ad hoc analysis and reporting and collaborate with Management and/or project team stakeholders. Utilize department specific system applications
15
Commercial Loan Specialist Resume Examples & Samples
- This position requires the application of various complex methods, procedures, and knowledge of the business unit’s product(s) and system application(s)
- May serve as point person for more junior team members
- Maintain/create accurate and timely reports and/or documentation with minimal supervision. May perform ad hoc analysis and reporting and collaborate with Management and/or project team stakeholders
16
Commercial Loan Specialist Resume Examples & Samples
- Flood Review
- UCC filing confirmation
- Other collateral perfection and key field reviews
- Analytics, reporting, trouble shooting, problem resolution
- Create and implement solutions
- Commercial loan knowledge
- Flexible and able to adapt in fast paced environment
- Strong knowledge of MSOffice
- Strong knowledge of applications and department systems
17
Commercial Loan Specialist Resume Examples & Samples
- Managing to priorities
- Taking accountability
- Sharing knowledge
- Ability to communicate with all levels of management
- Seeks and acts on feedback
- Promotes team work
- Drives and adapts to change
- Ability to learn and apply skills in a fast paced environment
18
Commercial Loan Specialist Resume Examples & Samples
- 2-3 years customer service experience handling and resolving customer complaints; must be able to continuously build customer relationships over the telephone through consistent follow up to problem resolution
- Superior organization skills
- Advanced MS Excel, Access, Word, PPT
- Strong capacity to work independently
- Commercial Lending experience
19
Commercial Loan Specialist Resume Examples & Samples
- 1- 3 years with MS Excel
- 1- 3 years of strong knowledge of department computer applications and systems
- 1-3 years of advanced analytical skills
20
Commercial Loan Specialist Resume Examples & Samples
- 1 - 3 years with MS Excel
- 1-3 years of strong knowledge of department computer applications and systems
- 1 -3 years of advanced analytical skills
21
Middle Office Commercial Loan Specialist Resume Examples & Samples
- Requires a High School degree or Equivalent and 6+ year of loan documentation, closing or other directly related experience; preferably in Commercial Loan documentation
- Expert knowledge of general loan documentation, loan closing processes and procedures, lending policies, compliance and lending regulations
- Ability to review, read and interpret moderately complex loan documentation
- Advance knowledge of due diligence and risk management requirements
- Must be accurate and detail oriented
- Excellent problem solving and communication skills, both verbal and written
- Proficient knowledge of pc's and various word processing, spreadsheet or related software
22
Commercial Loan Specialist Resume Examples & Samples
- Provides administrative and/or operational support within one or more of the following loan areas; processing, closing, servicing, documentation, notes, disbursements, etc
- May clear all identified loan exceptions
- Maintains files, documents, notes, etc
- Responsible for verifying completeness of files with all necessary documents and signatures required
- Performs review of loan and collateral documents and loan packages to insure bank's security interest and adherence to established policies and procedures
- Updates computer system with pertinent collateral information and collateral exception information; tracks and clears said exceptions
- Works with lending staff in resolving discrepancies in collateral documentation
- Research and process rejected payments and handles payments received when collateral is released
- Calculate pre-payments penalties and coordinates settle escrow funds when a loan is paid off
- Incumbent is responsible for conducting a complete and accurate payoff transaction
- Produce reports as required
- Requires High School diploma or equivalent and some previous banking or loan process experience or other directly related experience
- Basic knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems
- Knowledge of banking processes helpful
- Must have good organizational and customer service skills
- Must possess numeric and verbal aptitudes
- Good written and verbal communications skills
- Ability to complete processes and meet deadlines
23
Commercial Loan Specialist Resume Examples & Samples
- Setting up of new loan/collateral records in accordance to loan documentation
- Perform restructure/loan modifications
- Calculating payoff quotes
- Updating interest rates, loan/client limits and advance rate changes
- Actively partnering with key stakeholders withing Closing, FX Operations and Business Capital to ensure expectations are met and loans serviced accurately
- Solid understanding of loan documenation
- Ability to work in a fast paced envirnoment and prioritze multiple efforts
- Detail oriented with excellent verbal, analytical and organizational skills
- 3+ years in working in an Operations envirnoment
- Strong cusotmer service skills
- Knowledge of the Asset Based Lending product
- Understanding of general accounting principles
- Ability to create/run basic Access queries
24
Commercial Loan Specialist Resume Examples & Samples
- Monitor adherence to Bank policies, procedures and regulatory requirements while ensuring exceptional customer service to the commercial and small business operations groups
- Subject matter expertise in Commercial Loan processes and policies with regards to operational activity supports the ability to make certain the controls are adequate and meet risk policy
- Strong knowledge of bank and department systems and processes; support efforts in implementing efficient operational processes within the team and maintaining focus on the appropriate areas of system risk and identify and escalate risk where appropriate
- Create and/or maintain management reports, interpreting data and identifying trends and advising management; may also include the reporting of productivity, quality, and other ad hoc requirements
- Leads development and maintenance of procedures and training materials
- Oversees the timely completion of audit requests for documentation
- Develop and maintain effective working relationships with peers and key business partners
- Leads continuous improvement and data quality activities as well as change initiatives to align function with corporate and departmental goals; communicates progress to business stakeholders and describe cost, benefits and impact of activities
- Independently validates commercial loan transactions with a high level of accuracy that meets customer and business partner expectations
- Prioritizes work in a time-sensitive manner
- Resolves straight-forward to moderately complex issues with minimal guidance and escalating as appropriate
- Demonstrates an understanding of commercial lending products as well as market verticals
- Advanced MS Excel, Access, Word and Power Point
- Efficient time management skills
25
Commercial Loan Specialist Resume Examples & Samples
- Provide administrative and/or operational support within one or more of the following loan areas
- Requires High School diploma or equivalent and 2+ years of banking or loan processing, documentation or loan assistant experience or other directly related experience. A combination of education and experience may meet job requirements
- Proficient knowledge of lending processes, loan principles, documentation and loan systems
- Knowledge of banking processes and procedures
- Strong research, audit and communications skills, both written and verbal
26
Commercial Loan Specialist Resume Examples & Samples
- 3+ years of understanding of commercial loan documentation
- 3+ years experience with Excel, Visio and Access databases
- Ability to work in a fast paced environment and prioritize multiple efforts
- 5+ years in working in an Operations environment
27
Commercial Loan Specialist Resume Examples & Samples
- Transactions including: account maintenance, cash applications and research, deposit preparation, payment history research, balancing DDA's, processing ACH and Lockbox, reviewing/waiving late fees and processing customer refunds
- Running, printing, reviewing and mailing invoices
- Show strong skills in multitasking and time management
- Communicate directly with business line and internal customers, and will perform moderately complex research for customer issues and follow through to resolution
- Assist team during peak processing
- Review, update and write departmental procedures and training guides, and assist manager with high level research and special projects as requested
- Role may include general ledger reconcilement duties and peer work review
- Adherence to regulatory as well as corporate policy requirements for commercial lending, credit risk and operational risk
- 2+ years work related experience in operations environment
- Time management and prioritization skills
- Strong ability to multi task
- Research skills
- Good communications and interpersonal skills
- Motivated and proactive self-starter
- Prior Leasing operations experience
- Basic accounting skills
- Basic knowledge of MS Office Excel, Oracle and Epost
28
Commercial Loan Specialist Lead-spectrum Recovery Resume Examples & Samples
- Requires High School diploma or equivalent and 6+ years banking or loan process experience or other directly related experience
- A combination of education and experience may meet job requirements
- College degree preferred
- Advanced knowledge of lending processes and procedures, loan documentation, exceptions, collateral review, payment and loan systems
- Knowledge of banking processes
- Must have strong organizational and customer service skills
- Must possess exceptional numeric and verbal aptitudes
- Ability to lead and mentor lower level employees and handle complex problems and issues
- Working knowledge pc's and various word processing, spreadsheet or related software
