
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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