Senior Business Loan Specialist – Post Approval

• support the full lifecycle of business lending transactions, from post-approval through documentation and closing
• ensure business loans are processed accurately, meet compliance requirements, and move efficiently to funding
• build strong working relationships with bankers, underwriting partners, and external stakeholders
• Partner with the Relationship Team to obtain and review information required for underwriting, documentation
• Set up, process, and monitor documents and files for package completion to meet specifications of a customer request
• Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s)
• Maintain files with all required documentation for third-party review and prepares files for timely audits
• Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the financial institution’s interests
• Responsible for ensuring all closing conditions are met and loans are closed within time frames
• Review and resolve a variety of customer problems/issues regarding bank products and services
• Responsible for GL Certification which includes research, balancing and certification.

• H.S. Diploma/GED preferred
• Bachelor's Degree in business, finance, or related discipline preferred
• More than 10 years banking, loan administration and documentation or relevant experience required
• Solid loan administration experience with knowledge of complex lending structures, letters of credit, borrower-based lending, multi-phased construction and multiple collateral properties
• Must have knowledge with real estate transactions
• Demonstrated ability to analyze title insurance commitment reports including title exceptions and prepares title/escrow instructions
• Proven analytical and problem-solving skills
• Ability to train and present to small and large audiences
• Basic analytical and problem-solving skills
• Strong written and verbal communication skills
• Ability to work effectively with individuals and groups across the company to manage internal and external customer relationships
• Proficiency with personal computers and related software packages such as Word and Excel, and other business machines.

Demonstrates extensive experience in business lending transactions, ensuring compliance and efficient processing from post-approval to closing. Proficient in loan administration, documentation, and maintaining strong relationships with stakeholders.

• Loan Administration Experience
• Knowledge of Real Estate Transactions
• Analytical and Problem-Solving Skills
• Strong Written and Verbal Communication Skills
• Proficiency with Word and Excel

• Business Lending Transactions
• Loan Documentation
• Compliance Requirements
• Title Insurance Analysis
• Data Input Preparation
• GL Certification
• Complex Lending Structures
• Multi-Phased Construction Loans
• Borrower-Based Lending
• Collateral Property Management

• Relationship Building
• Training and Presentation Skills
• Customer Problem Resolution
• Collaboration Across Teams
• Effective Communication

• Banking
• Loan Administration
• Documentation
• Financial Institution
• Third-Party Review
• Audits
• Customer Relationships

• Personal Computers
• Word Processing Software
• Spreadsheet Software
• Business Machines