Lending Specialist

The Business Lending Specialist is primarily responsible for preparing accurate loan documents, booking/onboarding business loans into the core processing system and funding loans. The role ensures files are setup correctly, administers the loan document tracking system and provides administrative support to the business lending team.

Duties and Responsibilities:

• Prepares loan documents in accordance with approved loan terms and conditions
• Works closely with attorney to prepare loan documents
• Works with title company to coordinate real estate loan closings
• Works closely with borrowers to obtain documents needed for closing
• Performs pre-closing and post-closing review of documents for accuracy
• Books and funds closed loans on core operating system
• Creates and maintains both digital and traditional loan files
• Sets up ongoing loan document tracking items
• Provides service support to borrowers, business team, and front line staff
• Processes funding requests on lines on credit
• Provides administrative support to department manager
• Prepares reports as needed
• Other duties as assigned

Qualifications

Education:

College Degree in business related field of study preferred. High School diploma or GED is required.

Experience and Other Requirements: Three to Five years of business loan closing experience or related experience. Experience with Corelation / Keystone operating system is preferred.

Business Services

Competencies:

Must possess exceptional knowledge of documentation needed to close business loans and perfect liens.