Commercial Loan Closing Specialist Job at Raymond James (Pittsburgh)

Loan Closing Specialist

We are looking for a detail-oriented Loan Closing Specialist to support agricult...

Location

United States , Louisville

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Experience supporting loan closing, loan administration, loan review, or loan origination activities
Working knowledge of consumer and commercial loan documentation, agreements, and related lending products
Ability to read and interpret legal, financial, and property-related documents with strong attention to detail
Proficiency in data entry, record maintenance, and report preparation within a lending or financial services environment
Strong organizational skills with the ability to manage multiple files, follow up on outstanding items, and meet deadlines
Effective communication skills for coordinating with internal teams, attorneys, title companies, and other external partners
Must be able to pass a soft credit check
student loans, medical bills, and resolved bankruptcy matters may be acceptable based on review

Job Responsibility

Prepare approved loan files for closing and support the process of delivering eligible loans to the secondary market
Review title commitments and work directly with attorneys and title companies to resolve outstanding items before closing
Gather and verify required documentation such as insurance binders, payoff details, flood certifications, lien searches, and debt information
Evaluate appraisal information to confirm collateral details and help determine the appropriate loan securitization approach
Enter and maintain loan, collateral, and closing data with a high level of accuracy and attention to detail
Track recorded documents, final title policies, and other post-closing items to complete each loan file
Coordinate funding, loan booking, and escrow setup to help ensure timely and accurate loan completion
Finalize closed loan packages, image file documentation, and prepare routine status or activity reports for management
Provide administrative support to the Ag Loan Office by assisting with daily operational tasks and documentation review

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Loan Processor - Support Specialist

We are looking for a detail-oriented Loan Processor - Support specialist to our ...

Location

United States , La Grange

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Prior experience in loan administration, loan processing, mortgage lending, loan origination, or commercial lending support
Working knowledge of commercial loan due diligence, documentation review, and closing coordination
Strong analytical ability with excellent attention to detail and a consistent approach to problem-solving
Ability to manage competing priorities in a fast-paced, deadline-driven environment without sacrificing accuracy or service quality
Effective communication and relationship-building skills for working with internal teams, customers, lenders, and third-party partners
Proficiency in Microsoft Word and Excel, with the ability to learn new banking and workflow systems quickly
Basic understanding of accounting principles, including comfort with debit, credit, and general ledger-related activities

Job Responsibility

Initiate and monitor pre-closing due diligence by ordering and reviewing items such as organizational searches, title work, credit reports, flood certifications, lien and tax checks, corporate standing documents, and business reporting records
Maintain an active portfolio of loan files by updating tracking tools, organizing digital documentation, and ensuring records are properly stored across internal shared folders and cloud-based systems
Partner with lenders and title companies to coordinate commercial loan closings, confirming that title conditions and other required items are completed before funding
Review closing packages for completeness, finalize documentation prior to settlement, and submit loan booking requests once all required materials have been received
Prepare comprehensive loan files for closing and process wire request documentation in support of funding activities
Track reporting data related to organizational requirements and work closely with Loan Operations to support accurate loan reporting and system records
Follow monthly exception and tickler reports to pursue recorded documents, insurance or policy requirements, and any outstanding post-closing items in a timely manner
Oversee active pipelines for new loans, renewals, letters of credit, and filing continuations while coordinating updates with loan officers and lending partners
Respond to servicing and operational inquiries, resolve routine loan issues, and process both financial and non-financial loan maintenance requests, including debit and credit transactions with awareness of general ledger impact
Contribute to team collaboration through meetings, cross-training, and coverage support during high-volume periods while adhering to regulatory standards and internal banking policies

What we offer

Medical insurance
Vision insurance
Dental insurance
Life and disability insurance
401(k) plan

Fulltime

Senior Manager, Lending Operations – Asset Based/Syndicated Loans

Wells Fargo is seeking a Lending Operations Senior Manager to join Commercial Ba...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

June 07, 2026

Requirements

7+ years of Transactions and Processing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
3+ years of management or leadership experience
Extensive experience leading Asset‑Based Lending (ABL) servicing operations, with responsibility for accuracy, controls, and delivery across complex, high‑volume loan portfolios
Demonstrated capability to lead and scale teams through operational complexity, setting priorities, driving execution, and ensuring consistent performance under tight deadlines
Deep understanding of ABL loan documentation and credit agreements, with experience guiding teams in the interpretation and application of contractual requirements
Strong background in ABL accounting and financial operations, including reconciliation, settlements, accruals, and fee administration, with a leader's focus on risk management and accuracy
Experience establishing and overseeing EOD/EOM operational controls, including financial variance analysis, escalation, and senior‑level communication
Proven ability to set and enforce service standards, driving SLA performance, issue resolution, and reduction of operational errors and losses
Track record of leading process improvement and operational change initiatives, including collaboration on system enhancements and UAT within lending platforms
Bachelors degree

Job Responsibility

Manage a multi-location staff of 6 to10 Commercial Loan Servicing Specialists
Manage and develop large Loan Production, Loan Servicing, and Commercial or Real Estate Construction Loan teams responsible for loan processing, documentation, pre-closing or closing tasks, loan monitoring, loan servicing, or underwriting activities
Engage and influence stakeholders, internal partners, and peers associated with the Lending Operations functional area
Identify and recommend opportunities for process improvement and risk control development within Lending Operations functional area
Participate in the formulation and implementation of new and revised systems, policies, and guidelines
Oversee implementation of practices to ensure compliance with Wells Fargo legal, investor, regulatory, or business policies
Determine appropriate strategies and actions of Lending Operations team to meet moderate to high-risk deliverables
Interpret and develop policies and procedures for meeting compliance, risk management, and quality standards
Collaborate with and influence all levels of professionals, including experienced managers
Interact with external customers throughout the conducting of loan processing and liquidations evaluation

What we offer

competitive salary
robust benefits package
programs to support work-life balance and well-being
rewarded for investing in your community
celebrated for being your authentic self
empowered to grow

Fulltime

Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team on a l...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in loan servicing and portfolio monitoring
Proficiency in computer applications including Word, Excel, and Outlook
Strong analytical skills and keen attention to detail
Excellent verbal and written communication abilities
A minimum of 5 years of experience in commercial loan documentation and closing processes is preferred
Familiarity with financial systems such as Moody’s and ERP solutions is a plus
Knowledge of accounting functions, financial reporting, and regulatory compliance
Experience with auditing, month-end close processes, and accounts payable/receivable operations

Job Responsibility

Organize and prepare loan files for sorting, scanning, and uploading to the imaging center
Maintain loan files, both physical and digital, ensuring they are always ready for audits
Create and update borrower and guarantor profiles, including reporting and financial covenants, in the loan monitoring system
Assist in maintaining and updating customer profiles and covenants based on credit approvals and loan agreements
Support Relationship Managers and Portfolio Managers by addressing loan monitoring process inquiries and resolving system-related issues
Generate periodic portfolio management and monitoring reports using the loan tracking system
Monitor insurance requirements for loans, ensuring new policies are obtained and existing policies are renewed
Review executed loan and credit documents to verify proper signatures, dates, and initials
Facilitate loan closings and coordinate with compliance and operations teams for loan approvals, bookings, and fundings
Collaborate with auditors and ensure ongoing compliance with regulatory requirements

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Commercial Loans Specialist

We are looking for a skilled Commercial Loans Specialist to join our team in Los...

Location

United States , Los Angeles

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 5 years of experience in loan servicing and portfolio monitoring
Proficiency in basic computer applications, including Word, Excel, and Outlook
Strong analytical abilities with a keen attention to detail
Excellent verbal and written communication skills
Minimum of 5 years of experience in commercial loan documentation and closings is preferred
Familiarity with Moody’s or similar financial systems is a plus
Knowledge of accounting systems, ERP solutions, and financial reporting processes
Understanding of regulatory reporting and month-end close processes

Job Responsibility

Organize and prepare loan files for sorting, uploading, or scanning to the imaging center
Ensure loan files, whether in physical or electronic format, are maintained to meet audit standards
Create and manage borrower and guarantor profiles, as well as reporting and financial covenants in the loan monitoring system
Update customer profiles and covenants based on credit approvals or loan agreements within the loan monitoring system
Assist Relationship Managers and Portfolio Managers with inquiries and system-related issues regarding loan monitoring processes
Generate regular portfolio management and monitoring reports within the loan tracking system
Oversee insurance requirements for new loans and ensure existing policies remain current
Review executed loan and credit documents to confirm proper signatures, dates, and initials
Facilitate loan closings and collaborate with Operations and Compliance teams to approve, book, and fund loans
Support audits and respond to audit-related requests as needed

What we offer

medical, vision, dental, and life and disability insurance
eligible to enroll in our company 401(k) plan

Lead Commercial Loan Servicing Specialist - Asset Based Lending / Syndicated Loans

Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist to join Comme...

Location

United States , Irving

Salary:

Not provided

Wells Fargo

Expiration Date

June 02, 2026

Requirements

5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of asset-based lending experience
2+ years of accounting or finance experience
Commercial lending experience
Ability to review and interpret complex wholesale commercial loan documents
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to exercise independent judgment to identify and resolve problems

Job Responsibility

Lead end-to-end servicing activities for complex commercial and asset-based lending facilities, including syndicated and participated loans
Act as a primary servicing point of contact for internal and external stakeholders, partnering closely with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams
Review and process complex loan transactions, including new deals, modifications, tranche set-ups, interest and fee calculations, and participation settlements
Evaluate servicing risks, resolve escalated client and operational issues, and recommend process or policy enhancements to improve efficiency and customer experience
Ensure accurate data entry, reconciliation, and portfolio maintenance across systems of record, including LUCAS (Loan Underwriting Collateral Analysis System)
Conduct quality reviews and monitor key performance indicators to support strong operational controls and regulatory compliance
Provide subject matter expertise and guidance to less experienced team members, including training and day-to-day support
Support operational initiatives, system enhancements, and user acceptance testing as needed

What we offer

competitive salary
robust benefits package
programs to support work-life balance and well-being

Fulltime

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Lead Commercial Loan Servicing Specialist - Asset Based Lending / Syndicated Loans

Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist to join Comme...

Location

United States , Charlotte

Salary:

Not provided

Wells Fargo

Expiration Date

June 01, 2026

Requirements

5+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
4+ years of asset-based lending experience
2+ years of accounting or finance experience
Commercial lending experience
Ability to review and interpret complex wholesale commercial loan documents
Intermediate Microsoft Office skills
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Strong analytical skills with high attention to detail and accuracy
Excellent verbal, written, and interpersonal communication skills
Ability to exercise independent judgment to identify and resolve problems

Job Responsibility

Lead end-to-end servicing activities for complex commercial and asset-based lending facilities, including syndicated and participated loans
Act as a primary servicing point of contact for internal and external stakeholders, partnering closely with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams
Review and process complex loan transactions, including new deals, modifications, tranche set-ups, interest and fee calculations, and participation settlements
Evaluate servicing risks, resolve escalated client and operational issues, and recommend process or policy enhancements to improve efficiency and customer experience
Ensure accurate data entry, reconciliation, and portfolio maintenance across systems of record, including LUCAS (Loan Underwriting Collateral Analysis System)
Conduct quality reviews and monitor key performance indicators to support strong operational controls and regulatory compliance
Provide subject matter expertise and guidance to less experienced team members, including training and day-to-day support
Support operational initiatives, system enhancements, and user acceptance testing as needed

Fulltime

!

Loan Processor - Support Specialist

We are looking for an experienced Loan Processor - Support specialist to join a ...

Location

United States , Atlanta

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Recent experience in loan processing within a bank, mortgage company, or similar lending environment
Working knowledge of mortgage processing, loan administration, and loan origination activities
Familiarity with mortgage closing support and the documentation required throughout the lending process
Ability to manage a high volume of detail while staying organized and meeting deadlines
Strong communication skills and the ability to work closely with loan officers and internal teams
Willingness to complete background screening and a credit check as part of the hiring process
Availability to work on-site in Atlanta, Georgia Monday through Thursday and remotely on Fridays.

Job Responsibility

Support loan officers by managing loan files and helping keep mortgage and lending activities on track from intake through closing
Review documentation for completeness and accuracy, following established guidelines to identify missing items and resolve issues quickly
Process key loan-related tasks tied to mortgage, consumer, and commercial lending workflows, including payoffs and related administrative activities
Communicate with internal partners and stakeholders to gather required information, maintain file progress, and support timely decisions
Track multiple loans at different stages while maintaining organized records and meeting expected turnaround times
Perform verification steps and compliance-related checks as part of the loan processing cycle, including required documentation review
Assist with closing support and final file preparation to help ensure transactions are ready for completion
Contribute to day-to-day loan administration functions and provide reliable operational coverage for the lending team.

What we offer

medical
vision
dental
life and disability insurance
401(k) plan
free online training

Fulltime

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Commercial Loan Closing Specialist

Job Description

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