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Job Description
Structured overview of role & requirementsAbout This Role
Assist with pre-close and post-close activities for commercial, commercial real estate, and problem loans, including managing assigned loan portfolios.
Coordinate and execute day-to-day commercial loan onboarding and funding activities in Loan IQ, ensuring accurate deal setup and compliance with policies and regulations.
Provide oversight and validation of loan transactions, collaborate with multiple internal teams to resolve issues, and support process improvements and audit requirements.
Minimum Requirements
At least 6 months of commercial loan closing experience or equivalent through work experience, training, military experience, or education.
Hands-on experience with Loan IQ for deal/facility boarding, loan setup, funding, amendments, and transaction validation.
Familiarity with commercial loan lifecycle and common loan structures (bilateral, syndicated, participated).
Flexibility to work shifts aligned with U.S. business hours including extended hours during critical periods.
Ideal Candidate Profile
Experienced in banking operations related to commercial or wholesale lending, loan closing, boarding, or funding operations.
Capable of independently managing multiple complex transactions under deadlines while exercising judgment within established policies.
Skilled in operational risk management, quality assurance controls, exception management, stakeholder communication, and process automation initiatives.