Senior Commercial Lending Specialist
First Technology Federal Credit Union, Hillsboro, OR, United States
Senior Specialist, Commercial Lending assists in processing, tracking and fulfilling ongoing servicing of the commercial loan portfolio.
Job Duties
Collect, track, review and archive active loan reporting requirements
Monitor covenant tracking system for hazard insurance, rate changes, UCC filings, annual reviews and loan maturities
Review commercial lending documents (in house and attorney-prepared) to ensure loan covenants on the loan approval and credit memo are met
Perform post-closing commercial loan audits
Collaborate with borrowers, and vendors such as accountants, title companies and brokers, underwriters and credit analysts to support the servicing of the loan
Assist in completing correspondence setup requirements, facilitate new correspondence setup and required loan and servicing reviews
Assist in maintaining comprehensive correspondence loan program
As a subject matter expert in the core banking systems, guide and advise other business units
Participate in and/or lead department projects and initiatives
Mentor other Specialists on a day-to-day basis
Essential Skills
Minimum Education:
Associate’s degree in Business Administration, other related fields of study is preferred; Minimum of 9 credit hours of accounting preferred
Minimum 4 years’ experience in the financial services industry with an emphasis in mortgage, consumer/commercial lending servicing related activities
Basic knowledge of accounting principles and practices
Ability to identify existing and potential issues and recognize the legal, transactional and business implications of existing and omitted document content
Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction; excellent attention to detail
Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
Demonstrated ability to establish credibility and rapport with internal and external stakeholders
Proven ability to maintain confidentiality and professionally handle sensitive documents
Advanced knowledge of core banking system
Intermediate knowledge of Microsoft Office Suite
Certification/License:
N/A
Location:
Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)
Target Compensation for Hillsboro, OR:
$75,000 - $85,000 + annual bonus
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
First Tech is not currently offering Visa sponsorship or transfer for this position
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Job Duties
Collect, track, review and archive active loan reporting requirements
Monitor covenant tracking system for hazard insurance, rate changes, UCC filings, annual reviews and loan maturities
Review commercial lending documents (in house and attorney-prepared) to ensure loan covenants on the loan approval and credit memo are met
Perform post-closing commercial loan audits
Collaborate with borrowers, and vendors such as accountants, title companies and brokers, underwriters and credit analysts to support the servicing of the loan
Assist in completing correspondence setup requirements, facilitate new correspondence setup and required loan and servicing reviews
Assist in maintaining comprehensive correspondence loan program
As a subject matter expert in the core banking systems, guide and advise other business units
Participate in and/or lead department projects and initiatives
Mentor other Specialists on a day-to-day basis
Essential Skills
Minimum Education:
Associate’s degree in Business Administration, other related fields of study is preferred; Minimum of 9 credit hours of accounting preferred
Minimum 4 years’ experience in the financial services industry with an emphasis in mortgage, consumer/commercial lending servicing related activities
Basic knowledge of accounting principles and practices
Ability to identify existing and potential issues and recognize the legal, transactional and business implications of existing and omitted document content
Strong analytical and problem-solving skills; ability to resolve complex issues with minimal direction; excellent attention to detail
Ability to work autonomously to manage time effectively and prioritize work appropriately to meet deadlines
Strong business communication skills; able to write/speak clearly and professionally for a variety of stakeholders
Demonstrated ability to establish credibility and rapport with internal and external stakeholders
Proven ability to maintain confidentiality and professionally handle sensitive documents
Advanced knowledge of core banking system
Intermediate knowledge of Microsoft Office Suite
Certification/License:
N/A
Location:
Hillsboro Corporate Office - Hillsboro, OR 97124 (HYBRID)
Target Compensation for Hillsboro, OR:
$75,000 - $85,000 + annual bonus
Benefits options include:
Traditional medical, dental, and vision coverage
401K matching up to 5% per pay period
Paid Time Off: You’ll accrue up to 15 vacation days in your first year. In addition, you’ll receive 40 hours of sick time and 3 personal days, which refresh annually
11 paid federal holidays
Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
First Tech is not currently offering Visa sponsorship or transfer for this position
#J-18808-Ljbffr