Commercial Loans Specialist

• 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

• 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

Familiarity with financial systems such as Moody’s and ERP solutions is a plus

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