Lending Specialist

Responsibilities

• Act as the liaison and primary point of contact with internal and external customers/stakeholders from approval to deal closing, as well as being point of contact for questions, requests, and inquiries during the life of the loan.
• Manage deal flow pipeline with Relationship Managers and leading the interaction with internal downstream stakeholders to ensure timely closings.
• Carefully review loan documents for closing to ensure accuracy; close loans when necessary.
• Communicate with Lenders any issues that arise prior to closing.
• Coordinate and review closing documentation (with counsel or internal doc prep) and information with relevant stakeholders for due diligence, application processing, insurance, operational feasibility, optimal execution mechanics, and regulatory requirements.
• Order necessary documents to complete the file and prepare supplemental documents when necessary.
• Partner with relevant operations teams (closing and servicing departments) to ensure proper booking, accrual reconciliations, and daily cash positions.
• Ensure initial loan funding (if there is a draw at close) and ongoing life of loan activity (payments, draws, payoffs, etc.) are properly processed and booked with downstream stakeholders.

Requirements

• Excellent Interpersonal skills as well as verbal and written communication skills.
• Confident in ability to enforce policies, procedures and processes when/if challenged.
• Strong PC skills using Microsoft office applications as well as Bank's core system and nCino software.
• Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously within a high volume, strict deadline work environment.