8 дней назад
Commercial Loan Services Specialist 2 (Commercial Banking)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Commercial Loan Services Specialist 2 (Commercial Banking): Boarding commercial loan financial data into AFS through Velocity and CLOS with an accent on interpreting legal documentation, underwriting analysis, and credit and compliance requirements. Focus on setting up loans across multiple commercial lending groups, supporting loan operations stakeholders, and maintaining accuracy during peak periods.
Location: Dallas, TX; office-based and not open for remote work
Company
provides commercial banking and financial services.
What you will do
- Board financial data for commercial loans into the AFS system through Velocity and CLOS.
- Set up loans received from Commercial and Industrial, Commercial Real Estate, Private Client Group, Private Equity Group, Auto Finance, Asset Based Lending, and Special Assets.
- Read and interpret complex legal documentation, underwriting analysis, and loan terms and conditions.
- Follow bank credit, compliance, risk, service-level, and quality requirements.
- Cross-train on other team functions and support Loan Closers, ARA representatives, Loan Administrators, and Relationship and Portfolio Managers.
- Collaborate with the Business Loan Center, Legal, Segment Risk, and Credit Administration.
Requirements
- High school diploma or equivalent.
- At least 2 years of experience in a financial-services-related position.
- Commercial loan documentation experience.
- Ability to make independent decisions, solve problems, manage time effectively, and communicate clearly.
- Microsoft Excel and Word proficiency.
- Must be currently authorized to work full time in the United States; immigration sponsorship is not available.
Nice to have
- Experience in bank operations.
- Knowledge of financial transactions.
- Ability to interpret underwriting analysis, terms, and conditions.
Culture & Benefits
- Office-based work environment.
- Overtime may be required during peak periods, usually at the end of the month.
- Fast-paced environment with service-level and quality requirements.
- Values include service, accountability, teamwork, communication, inclusion, and continuous improvement.
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