CrawlJobs Logo

Commercial Loan Specialist

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , Franklin

Category Icon
Category:

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided

Job Description:

We are looking for a detail-oriented Commercial Loan Specialist to support commercial lending operations for a long-term contract opportunity with a community bank located on the South Shore, Massachusetts. You would be supporting the full lifecycle of commercial loans, including processing, documentation, servicing, reporting, and compliance. This role will assist with preparing loan packages, reviewing documents, setting up term loans and lines of credit in the core banking system, ordering appraisals and insurance, filing UCCs, tracking collateral, and maintaining accurate loan records. The position also handles borrower communication, coordinates closings with attorneys, supports audits, manages SBA 1502 reporting, monitors loan tracking reports, and requests annual financials from commercial clients.

Job Responsibility:

  • Process and book new commercial loans with a high level of accuracy, ensuring all records and system entries are complete and compliant
  • Review loan documentation to confirm required information is present before setup, funding, servicing updates, or payoff activity is completed
  • Maintain commercial loan files and update account information as changes occur throughout the servicing process
  • Support daily administrative activities tied to commercial real estate and commercial and industrial lending transactions
  • Coordinate with internal lending and operations teams to resolve documentation gaps, booking issues, and servicing questions
  • Assist with payoff processing, loan maintenance requests, and follow-up tasks related to outstanding items
  • Perform clerical and operational duties that keep commercial lending workflows organized, timely, and well documented

Requirements:

  • Associate’s degree or equivalent preferred
  • Minimum one (1) year of experience in a commercial loan department
  • Proficient in Microsoft Word and Excel
  • familiarity with DNA, and Nautilus
  • Strong attention to detail, organization, and communication skills
  • Ability to work independently, manage multiple priorities, and provide excellent customer service
  • Must complete annual compliance training and remain current with lending procedures and industry standards
What we offer:
  • Medical, vision, dental, and life and disability insurance
  • 401(k) plan

Additional Information:

Job Posted:
May 16, 2026

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Commercial Loan Specialist

AIM Associate/Principal - Residential/Commercial Mortgage Loan Specialist

Senior team member responsible for daily investment operations related to Reside...
Location
Location
United States , Minneapolis
Salary
Salary:
66000.00 USD / Year
https://www.allianz.com Logo
Allianz
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 5+ years of experience in investment operations dealing with private credit or alternative investment strategies
  • Bachelor's degree in finance, accounting, or related field
  • Knowledge of Residential and Commercial Mortgage Loans
  • Good understanding of investment management processes
  • Strong analytical, problem-solving, and organizational skills
  • Ability to work independently and as part of a team
  • Excellent communication and interpersonal skills
  • Attention to detail and accuracy
  • You must be legally authorized to work in the U.S. and will not require immigration sponsorship for visa status now or in the future
Job Responsibility
Job Responsibility
  • Facilitate the timely and accurate booking of trades and resulting positions
  • Monitor cash balances and ensure that all cash transactions are processed accurately and promptly
  • Reconcile portfolio data against custodian and asset manager statements and resolve any discrepancies promptly
  • Work with internal investment managers and external asset managers to ensure that investment strategies are booked timely and accurately
  • Understand external manager loan valuation processes and manage and perform the internal independent price valuation
  • Create reports to provide insight into investment performance, accounting, compliance and risk management
  • Identify opportunities to improve operational processes and procedures to increase efficiency and reduce risk
  • Building relationships internally and with asset managers
What we offer
What we offer
  • Comprehensive medical, dental and vision plan options
  • Health savings account
  • Tuition reimbursement
  • Student loan retirement plan
  • Annual paid leave
  • Outstanding 401(k) company match
  • Life insurance
  • Onsite health center
  • Child development center
  • Fitness facility
  • Fulltime
Read More
Arrow Right
New

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

About this role: Wells Fargo is seeking a Senior Commercial Loan Servicing Speci...
Location
Location
United States , Irving
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 31, 2026
Flip Icon
Requirements
Requirements
  • 4+ 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 servicing experience
  • 2 years of accounting or finance experience
  • ABL / syndicated loan servicing 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
Job Responsibility
  • Execute servicing activities for moderately complex commercial loan products, supporting the full life-of-loan cycle
  • Serve as a primary servicing contact for assigned relationships, partnering with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams
  • Review, process, and support moderately complex loan transactions, including new loans, modifications, tranche set-ups, interest and fee calculations, and participation settlements
  • Evaluate servicing risks, resolve client and operational issues, and escalate matters as needed to management
  • Ensure accurate data entry, reconciliation, and ongoing portfolio maintenance across systems of record, including LUCAS, in compliance with policies, procedures, and regulatory requirements
  • Conduct quality reviews and monitor key performance indicators to support efficient and well-controlled servicing processes
  • Recommend process or procedural improvements to enhance operational effectiveness and customer experience
  • Provide guidance, training, and subject matter support to less experienced servicing representatives
  • Participate in operational initiatives, system enhancements, and user acceptance testing as needed
What we offer
What we offer
  • Competitive salary
  • robust benefits package
  • programs to support your work-life balance and well-being
  • being rewarded for investing in your community
  • celebrated for being your authentic self
  • empowered to grow
  • Fulltime
Read More
Arrow Right

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

Wells Fargo is seeking a Senior Commercial Loan Servicing Specialist to join Com...
Location
Location
United States , CHARLOTTE
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 31, 2026
Flip Icon
Requirements
Requirements
  • 4+ 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 servicing experience
  • 2 years of accounting or finance experience
  • ABL / syndicated loan servicing 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
Job Responsibility
  • Execute servicing activities for moderately complex commercial loan products, supporting the full life-of-loan cycle
  • Serve as a primary servicing contact for assigned relationships, partnering with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams
  • Review, process, and support moderately complex loan transactions, including new loans, modifications, tranche set-ups, interest and fee calculations, and participation settlements
  • Evaluate servicing risks, resolve client and operational issues, and escalate matters as needed to management
  • Ensure accurate data entry, reconciliation, and ongoing portfolio maintenance across systems of record, including LUCAS, in compliance with policies, procedures, and regulatory requirements
  • Conduct quality reviews and monitor key performance indicators to support efficient and well-controlled servicing processes
  • Recommend process or procedural improvements to enhance operational effectiveness and customer experience
  • Provide guidance, training, and subject matter support to less experienced servicing representatives
  • Participate in operational initiatives, system enhancements, and user acceptance testing as needed
What we offer
What we offer
  • competitive salary
  • robust benefits package
  • programs to support work-life balance and well-being
  • Fulltime
Read More
Arrow Right
New

Commercial Loan Servicing Specialist

Wells Fargo is seeking a Commercial Loan Servicing Specialist to support and ser...
Location
Location
India , Bengaluru
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 20, 2026
Flip Icon
Requirements
Requirements
  • 8+ years of Commercial Loan Servicing and/or Loan Operations experience, or equivalent demonstrated through work experience, training, military experience, or education
  • 5+ years of hands-on experience with Loan IQ, LUCAS, STUCKEY, or equivalent commercial lending platforms
  • Working understanding of Asset Based Lending products, Agency and Participation loan servicing concepts, collateral structures, and servicing workflows
  • Strong attention to detail with a demonstrated ability to ensure accurate and timely processing across multiple deal structures
  • Good verbal, written, and interpersonal communication skills
Job Responsibility
Job Responsibility
  • Independently process servicing activities for moderately complex Asset Based Lending facilities, including Agent-led deals, Bought Participations, and Bilateral loans
  • Support servicing of revolving credit facilities, term loans, borrowing base-driven structures, and collateral-based facilities
  • Execute assigned loan servicing activities to ensure accurate and timely processing in accordance with credit agreements and servicing standards
  • Review and process: Interest, fees, principal activity, and repricing events
  • Amendments, waivers, renewals, and restructurings
  • Borrowing base updates, collateral-driven changes, and availability calculations
  • Identify servicing exceptions, data inconsistencies, or documentation gaps and escalate in a timely manner to ensure resolution
  • Ensure compliance with policies, procedures, and service-level expectations while processing customer, system, or operational requests
  • Identify potential system, data, or process gaps and raise recommendations for procedural improvements or control enhancements
  • Adhere to and support updates of standard operating procedures (SOPs) and system documentation aligned to ABL servicing
  • Fulltime
!
Read More
Arrow Right
New

Senior Manager, Lending Operations – Asset Based/Syndicated Loans

Wells Fargo is seeking a Lending Operations Senior Manager to join Commercial Ba...
Location
Location
United States , Charlotte
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 07, 2026
Flip Icon
Requirements
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
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
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
Read More
Arrow Right
New

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

Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist to join Comme...
Location
Location
United States , Irving
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 02, 2026
Flip Icon
Requirements
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
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
What we offer
  • competitive salary
  • robust benefits package
  • programs to support work-life balance and well-being
  • Fulltime
Read More
Arrow Right
New

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

Wells Fargo is seeking a Lead Commercial Loan Servicing Specialist to join Comme...
Location
Location
United States , Charlotte
Salary
Salary:
Not provided
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
June 01, 2026
Flip Icon
Requirements
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
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
Read More
Arrow Right
New

Senior Commercial Loan Closing Specialist

Wells Fargo is seeking a Senior Commercial Loan Closing Specialist to support th...
Location
Location
United States , Charlotte; Roanoke
Salary
Salary:
77000.00 - 121000.00 USD / Year
https://www.wellsfargo.com/ Logo
Wells Fargo
Expiration Date
May 17, 2026
Flip Icon
Requirements
Requirements
  • 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Job Responsibility
Job Responsibility
  • Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings
  • Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements
  • Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group
  • Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
  • Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications
  • Serve as an escalation point in the resolution of client issues
  • Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
  • Identify activities of the team to ensure conformity with established procedures
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
What we offer
What we offer
  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Fulltime
Read More
Arrow Right