Senior Commercial Loan Closing Representative

• Support performance of less experienced staff and overall effectiveness of team
• Provide feedback and present ideas for improving or implementing processes and tools within Commercial Loan Closing
• Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements
• Perform complex legal activities for loan documentation that may also include documentation purchased from a third party source, internal staff and the Corporate Legal Group
• Provide subject matter expertise and interpretation of procedures to less experienced individuals
• 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
• Interact with immediate team and Commercial Loan Closing
• Interact with internal customers

2+ years of Commercial Loan Closing support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• MBA / Post‑Graduate degree (Finance, Banking, Operations, or related discipline preferred)
• Strong interest in Commercial Banking, Credit, and Lending Operations
• Good communication skills (written and verbal)
• Ability to learn new processes, systems, and regulatory concepts quickly
• Attention to detail and strong analytical skills
• Willingness to work collaboratively in a team‑based environment
• Learn and support end‑to‑end Commercial Loan Closing processes under the guidance of experienced team members
• Assist in reviewing, validating, and uploading loan-related data into systems of record in accordance with bank policies, procedures, and regulatory requirements
• Support preparation and review of loan documentation, working with standard templates and approved documentation sources
• Partner with internal stakeholders such as Credit, Sales, Legal, and Operations teams to ensure accuracy and completeness of documentation
• Follow established procedures to ensure compliance with internal controls and risk standards
• Participate in training sessions, process walkthroughs, and ongoing knowledge enhancement activities
• Identify process gaps or improvement opportunities and share observations with the team
• Academic exposure to banking, finance, credit, or risk management concepts
• Internship, project work, or coursework related to financial services (preferred, not mandatory)
• Basic proficiency in MS Excel and other Microsoft Office tool
• Understanding and Application of AI Tools: Ability to leverage AI platforms (e.g., Microsoft Copilot, GitHub Copilot, Tachyon, Agentspace) for routine tasks such as summarizing information, drafting content, and analyzing data, while maintaining human oversight
• Critical Thinking: Ability to interpret AI outputs, validate insights, and make informed business decisions
• Responsible AI Use: Awareness of ethical considerations, data privacy, and compliance when using AI solutions
• Adaptability and Continuous Learning: Commitment to upskilling and staying current with emerging technologies