Commercial Loans Specialist

• 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

• 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

Familiarity with Moody’s or similar financial systems is a plus

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