Business Loan Specialist

This position is responsible for ensuring that commercial loan files are organized and that documentation is complete and current. This individual will be responsible for helping to manage and minimize risk to the Bank. The individual works closely with loan portfolio managers, relationship managers, clients, and third parties. This employee reports to the Credit Administration Manager.

• Provide exceptional customer service.
• Maintain well organized and complete commercial loan files.
• Complete post-closing loan file reviews.
• Coordinate with the Scanning department to ensure that documentation is saved correctly.
• Proactively maintain tracking items for commercial loan portfolio
• Correspond with clients and third parties to obtain documentation.
• Verify insurance documentation is complete and adequate.
• Draft loan maintenance requests, memos, and letters for loan file.
• Assist Loan Portfolio Manager with responding to audits and promptly resolving exceptions.
• Correspond with and provide documentation to loan participants.
• Maintain collateral vault and process paid loans.
• Answer incoming phone calls and direct walk-in clients to commercial lending personnel.
• Complete other general office duties.

Experience and Skills:

• Demonstrated commitment to superior customer service.
• Attention to detail and strong organizational skills.
• Ability to anticipate problems and recommend solutions.
• Task oriented and driven to see projects through to completion.
• Effective and professional written and verbal communication skills.
• Ability to multi-task and work effectively with a team.
• Proficiency in Microsoft Word, Excel, and Outlook.
• Familiarity with applicable banking regulations.

This description reflects the general nature and functions of this position and is not an all-inclusive list of qualifications, tasks, duties, or responsibilities associated with this particular position.

Experience

• 1-2 years of experience in banking, finance, or related field.

Education

• High School Diploma or equivalent
• Some College Desired

Benefits

Medical, Dental, and Vision Insurance (employer pays 75% of premiums)

401K Plan (dollar-for-dollar employer match up to 5% of employee deferral)

PTO and Holiday Pay

Employee Development and Internal Promotion is a Core Focus

Quarterly Employee Events

Incentive Plan

Company-paid Life Insurance

Tuition Reimbursement after 1 year of service