Sr. Lending Specialist

Responsibilities

• Aid the Team Lead in training and mentoring new or junior Lending Specialists to maintain consistent workflow and processes.
• Act as the primary point of contact for internal and external customers/stakeholders from approval to deal closing, addressing questions, requests, and inquiries throughout the loan lifecycle.
• Manage the deal flow pipeline with Relationship Managers and coordinate interactions with internal stakeholders to ensure timely closings.
• Coordinate and review closing documentation, including due diligence, application processing, insurance, operational feasibility, and regulatory requirements, with relevant stakeholders.
• Assist with the execution and process flow of transactions, escalating issues and designing solutions to cover risks through adequate controls and protections.
• Order necessary items for file completion and prepare supplemental documentation as needed.
• Partner with relevant operations teams (closing and servicing departments) to ensure proper booking, accrual reconciliations, and daily cash positions.
• Ensure initial loan funding (if applicable) and ongoing loan activity (payments, draws, payoff, etc.) are processed and booked with downstream stakeholders.
• Carefully review loan documents for closing to ensure accuracy; close loans when necessary.
• Communicate any issues arising before closing to Lenders.

Requirements

• Excellent interpersonal skills, including strong verbal and written communication abilities.
• Confident in enforcing policies, procedures, and processes when challenged.
• Proficient in PC skills using Microsoft Office applications and the Bank's core system and nCino software.
• Highly skilled in customer service, organizational abilities, data input, time management, and handling multiple tasks simultaneously in a high-volume, deadline-driven environment.
• Minimum of 5 years of Lending Assistant or Loan Processor and Supervisory experience.
• Preferred experience in Commercial Real Estate, C&I, or specialized loan documentation.