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Lending Specialist

CivicMinds, Inc, Houston, TX, United States


The Business Lending Specialist is primarily responsible for preparing accurate loan documents, booking/onboarding business loans into the core processing system and funding loans. The role ensures files are setup correctly, administers the loan document tracking system and provides administrative support to the business lending team.

Duties and Responsibilities

Prepares loan documents in accordance with approved loan terms and conditions

Works closely with attorney to prepare loan documents

Works with title company to coordinate real estate loan closings

Works closely with borrowers to obtain documents needed for closing

Performs pre-closing and post-closing review of documents for accuracy

Books and funds closed loans on core operating system

Creates and maintains both digital and traditional loan files

Sets up ongoing loan document tracking items

Provides service support to borrowers, business team, and front line staff

Processes funding requests on lines on credit

Provides administrative support to department manager

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