Commercial Loan Specialist
Listed on 2026-01-01
-
Finance & Banking
Loan Servicing -
Administrative/Clerical
Loan Servicing
Commercial Loan Servicing Specialist
Jacksonville, FL – In office 5 days onsite/week. Remote consideration possible, preference is in office. Duration: 6 months.
Job DescriptionThis role is responsible for efficient and accurate servicing of the bank’s commercial loan portfolio by minimizing risk through timely handling of items in accordance with bank, investor, and regulatory guidelines. Under limited supervision, the position supports closing commercial loans within the commercial loan operations department by processing data input, performing quality control, preparing client statements, and identifying errors. Additional duties include closing commercial loans, reviewing closed‑loan trailing documentation, records management, assisting internal teams with research requests, maintaining loan system data, supporting internal and external audits, and participating in department and system projects.
Key Responsibilities and Duties- Provide support to the Commercial Lending Operations Servicing Group, including reviewing and resolving client requests, tracking and reporting activity, and preparing metrics.
- Handle and process the receipt of physical loan documentation (Promissory Notes, Loan Agreements, SNDAs, Mortgages, etc.).
- Process commercial loan servicing requests such as maturity date extensions, borrowing entity changes, guarantor changes, collateral releases, and assumptions.
- Communicate with loan officers, portfolio managers, senior management, and other internal parties when questions or issues arise that require deeper involvement.
- Upload loan documentation to the record‑keeping system within established time frames, ensure accuracy of imaged documentation, and perform peer reviews.
- Perform other records management duties, fulfill loan file requests, update file tracking, and support internal and external audits as requested.
- University Degree Preferred
- High School Diploma Required
- Minimum of 5 years of commercial loan servicing or relevant financial services industry experience; preferably experience with reviewing commercial loan documentation and closing commercial loans.
- Working knowledge of Microsoft Office (Word/Excel).
- Working knowledge of Salesforce preferred.
- Working knowledge of GoDocs preferred.
- Effective time‑management skills preferred; ability to pay close attention to detail and handle multiple priorities simultaneously.
- Physical Requirements:
Sedentary Work
- Mid‑Senior level
- Contract
- Analyst
- Industries:
Staffing and Recruiting
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