Business Execution Commercial Loan Specialist
Listed on 2026-07-05
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Finance & Banking
Financial Analyst, Banking & Finance
Business Execution - (Commercial Loan Specialist)
MBA, BBA, Bachelor's in Accounting, BSBA preferred
Group: This job is within Wholesale Operations and Syndicated Lending, working within the Member Services and Loan Trading teams. The daily duties can include a combination of the following: processing trades, communication with lenders/borrowers, processing advances, applying interest and principal payments, repricing of loans, reconciliation, calculating interest accruals, and reviewing reporting.
- Goal is to do contract-to-hire
Location: Charlotte, NC 28262. Hybrid, 3 days in office and 2 days remote. Fixed hours are 8:30 - 5:30 pm EST.
Training
: 5 days on-site for training and then 4 days until the manager has completed knowledge transfer
Skills Overview:
- Manager is looking for a "go-getter" and self-motivated individual who is eager to learn and grow in a fast-paced lending environment.
- Need to be assertive at times and be able to catch on to things quickly in their space.
- Make sure they are prepared to come into the team, learn quickly and be able to be eager for more...not sitting back and always having to be directly.
- 4+ years or working experience relevant to the environment of loans, trading, syndication, underwriting, etc., but can also just include some relative schooling/education, example, math major, statistics, finance, marketing degrees, etc.
- Experience in the following is ideal, but also not required...loan processing related to syndicated lending, underwriting and comprehensive knowledge of conventional, commercial and government loans.
Self-motivated and driven
- Receive training and apply it to learn and pick things up quickly
- Attention to details (account numbers, rates, dates, etc.) before sending trades for approval
- Reviewing documentation
- Excel
- Will handle reconciliations in Excel. Should be comfortable in spreadsheets or manual math:
Interest accruals, fees, etc.
- Will handle reconciliations in Excel. Should be comfortable in spreadsheets or manual math:
- Good with manual and formula based Math
- Loan IQ or similar tool is preferred but NOT required. (If candidate does have the tool experience, they should be able to speak to it)
- Similar tools to: AFS, ACDS, Flexcube, Flexpay
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