10 дней назад
Sr. Custom Loan Specialist (Commercial Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Sr. Custom Loan Specialist (Commercial Banking): Preparing, reviewing, and closing complex consumer, commercial real estate, and syndicated loan documentation with an accent on regulatory compliance, collateral due diligence, and accurate loan booking. Focus on analyzing non-standard legal documents, coordinating with attorneys and relationship teams, and developing controls for loan documentation and customer information.
Location: Miami, FL; applicants must be authorized to work in the United States without employment-based visa sponsorship.
Company
provides wealth management, asset servicing, asset management, and banking services to individuals, families, corporations, and institutions.
What you will do
- Determine the legal, regulatory, compliance, and bank policy documents required to finalize loan transactions.
- Prepare and review documentation for consumer, personal real estate, commercial, and syndicated loans.
- Conduct borrower and collateral due diligence, including KYC/OFAC checks, flood determinations, UCC searches, good standing certificates, and title commitments.
- Coordinate with attorneys, outside law firms, relationship managers, and account officers on complex or non-standard documentation.
- Prepare booking forms and collateral setups, submit completed loan packages for funding approval, and produce audit reports.
- Develop operational controls, maintain knowledge of loan products and collateral types, and train junior team members.
Requirements
- At least 5 years of experience, or equivalent experience, in commercial banking or secured lending.
- Strong knowledge of personal and commercial loan documentation, commercial real estate, and syndicated loan transactions.
- Strong knowledge of regulatory requirements for personal and commercial loans.
- Experience with commercial banking systems, documentation analysis, collateral procedures, and bank databases.
- Analytical, problem-solving, communication, and computer skills.
- Must already be authorized to work in the United States; employment-based visa sponsorship is not available.
Culture & Benefits
- Flexible and collaborative work culture.
- Opportunities for movement within the organization and access to senior leaders.
- Inclusive workplace focused on supporting employees and communities.
- Reasonable accommodations are available throughout the employment process.
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