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Commercial Loan Specialist

Calculated Hire, Charlotte, NC, United States


Senior Commercial Loan Closing Specialist Charlotte, NC – Hybrid (3 days in, 2 days remote @ University Campus) Summary Calculated Hire needs to hire a Commercial Loan Closing team that covers jobs responsible for assembling, preparing and reviewing commercial closing documents for loans/transactions; the initial boarding and funding of deals/transactions/facilities onto accounting systems of record. This may include in depth review of collateral, legal agreements and credit approvals to ensure final executed details are captured accurately and regulatory and company requirements are met. Responsibilities Lead a variety of pre-close activities for moderately complex to complex commercial loans, including coordinating all aspects of loan closings Accurately evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures and regulatory requirements Document and coordinate legal activities for loan documentation that may also include documentation purchased from third party sources, with internal staff and the Corporate Legal group 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 Review and negotiate complex legal documentation, evaluate risks, develop strategies to mitigate documentation risk and identify procedural modifications Serve as an escalation point in the resolution of client issues Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes Identify activities of the team to ensure conformity with established procedures Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal customers Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements Required Qualifications: 4+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: Commercial loan documentation, preparation, or review experience Equipment leasing and/or secured lending finance experience Ability to develop and manage business relationships Ability to navigate multiple computer systems, applications, and utilize search tools to find information Effective organizational, multi-tasking, and prioritizing skills Excellent verbal, written, and interpersonal communication skills Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills Documentation creation and/or documentation review and funding experience Experience reviewing control reports Experience analyzing data Knowledge and understanding of collateral perfection process Experience with Siebel Originations System and/or InfoLease System Leadership skills including coaching, training, and mentoring Ability to work additional hours as needed Work in the posted location below on a hybrid model

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