Overview
Date: Jan 29, 2026 Location: Miami Lakes, FL, US, 33016 Company: Popular Workplace Type: Hybrid Commercial Banking Specialist - FL
Business Banking SFL II
This position is responsible for review and submission of loan offerings to underwriting and the effective servicing of a designated portfolio. Customers are to be effectively serviced, inquiries responded to timely and operational situations resolved promptly and efficiently.
Cursory review and submission of loan offerings; including consistently gathering pertinent loan documentation and financials utilized for underwriting of the transaction
Work with the loan officer(s) to draft loan structures for initial review, including pricing models
Accurate preparation of Commitment Letters, Contract Letter Agreements, Term Sheets, Loan Narratives
Review of Credit approval form including covenants, ensure conditions apply to loan purpose/structure
Conduct required due diligence to ensure completeness of the loan offering in accordance with established guidelines
Consistently meet loan offering submission deadlines and maintain continuous follow up practices for pending documents
Pro-actively seek information from clients and prospects to understand possible changing situations, needs and desired loan structures, communicate information to the loan officer(s)
Review documentation for renewals and restructures as approved by the loan officer(s) and/or management
Act as liaison with various units to properly service the customer
Regularly interact with management companies; provide feedback to the loan officer(s) regarding issues or concerns with loan requests
Maintains profiles of priority customers and notify loan officer(s) of major developments; assists with managing customer relationships with new and routine transactional requests
Provide support administering day to day credit and loan process, inclusive of department’s tickler review, credit extensions, and customer inquiries
Prepare and review loan requests, contact customer and/or loan officer(s) for missing information. Clarify facts and approvals
Maintain electronic files and prepare new customer loan files in accordance with established guidelines. Periodically review existing documentation for accuracy and consistency with the loan offering
Prepare transmittal letters or ELODs for advances and pay down requests. Review loan’s status on each situation
Coordinates with loan officer(s) to keep customer in compliance with financial reporting and covenant requirements
Prepare and mail financial statement requests to customers and obtain all necessary financial documentation, financial statements and/or tax returns to maintain files current and update tickler
Effectively manage incoming customer inquiries, related to loan status. Conduct loan investigations, researching customer disputes, incorrect billing, non-receipt of statements and late charges
Monitor loan maturity dates and prepare loan extension requests
Ensure respective databases are accurate and up to date with customer information
Compile data and generate management reports as needed
To be considered, you will need
Minimum Required: High School diploma; College degree or related field combined with a minimum of one year of experience in commercial banking
Desirable Education/Experience: Property management company experience or commercial lending, a plus
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
About Us Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer, including Disability/Vets
If you are a California resident, please click here to learn more about your privacy rights.
Nearest Major Market: Miami
Job Segment: Business Development, Sales
#J-18808-Ljbffr
Date: Jan 29, 2026 Location: Miami Lakes, FL, US, 33016 Company: Popular Workplace Type: Hybrid Commercial Banking Specialist - FL
Business Banking SFL II
This position is responsible for review and submission of loan offerings to underwriting and the effective servicing of a designated portfolio. Customers are to be effectively serviced, inquiries responded to timely and operational situations resolved promptly and efficiently.
Cursory review and submission of loan offerings; including consistently gathering pertinent loan documentation and financials utilized for underwriting of the transaction
Work with the loan officer(s) to draft loan structures for initial review, including pricing models
Accurate preparation of Commitment Letters, Contract Letter Agreements, Term Sheets, Loan Narratives
Review of Credit approval form including covenants, ensure conditions apply to loan purpose/structure
Conduct required due diligence to ensure completeness of the loan offering in accordance with established guidelines
Consistently meet loan offering submission deadlines and maintain continuous follow up practices for pending documents
Pro-actively seek information from clients and prospects to understand possible changing situations, needs and desired loan structures, communicate information to the loan officer(s)
Review documentation for renewals and restructures as approved by the loan officer(s) and/or management
Act as liaison with various units to properly service the customer
Regularly interact with management companies; provide feedback to the loan officer(s) regarding issues or concerns with loan requests
Maintains profiles of priority customers and notify loan officer(s) of major developments; assists with managing customer relationships with new and routine transactional requests
Provide support administering day to day credit and loan process, inclusive of department’s tickler review, credit extensions, and customer inquiries
Prepare and review loan requests, contact customer and/or loan officer(s) for missing information. Clarify facts and approvals
Maintain electronic files and prepare new customer loan files in accordance with established guidelines. Periodically review existing documentation for accuracy and consistency with the loan offering
Prepare transmittal letters or ELODs for advances and pay down requests. Review loan’s status on each situation
Coordinates with loan officer(s) to keep customer in compliance with financial reporting and covenant requirements
Prepare and mail financial statement requests to customers and obtain all necessary financial documentation, financial statements and/or tax returns to maintain files current and update tickler
Effectively manage incoming customer inquiries, related to loan status. Conduct loan investigations, researching customer disputes, incorrect billing, non-receipt of statements and late charges
Monitor loan maturity dates and prepare loan extension requests
Ensure respective databases are accurate and up to date with customer information
Compile data and generate management reports as needed
To be considered, you will need
Minimum Required: High School diploma; College degree or related field combined with a minimum of one year of experience in commercial banking
Desirable Education/Experience: Property management company experience or commercial lending, a plus
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
Our hybrid work model benefit applies to certain positions and is subject to changes based on the organizational needs.
Applicants must be authorized to work for any employer in the United States. This position is not open to applicants who need visa sponsorship or transfer of visa sponsorship at this time.
About Us Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.
As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.
We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.
Are you ready for a rewarding career?
Popular is an Equal Opportunity Employer, including Disability/Vets
If you are a California resident, please click here to learn more about your privacy rights.
Nearest Major Market: Miami
Job Segment: Business Development, Sales
#J-18808-Ljbffr