EntryLevel Commercial Loan Specialist
Commercial Collateral Lending, Cherry Hill, NJ, United States
As an Entry‑Level Commercial Loan Specialist, you will play a key role in supporting the commercial lending team by assisting with client onboarding, document collection, and initial loan assessments. You’ll help maintain accurate records, provide updates to clients, and ensure all required paperwork is submitted correctly. This position is ideal for someone looking to start a career in commercial finance with full training provided and clear opportunities for advancement.
Responsibilities
Assist with client onboarding by gathering necessary information and ensuring a smooth transition into services.
Collect and organize loan documentation, ensuring all paperwork is complete and accurate for processing.
Conduct initial loan assessments to identify client needs and recommend appropriate solutions.
Maintain up-to-date and precise records of all client interactions and loan statuses.
Provide timely updates to clients, keeping them informed of loan progress and any necessary actions.
Collaborate with the commercial lending team to streamline processes and enhance client satisfaction.
Ensure compliance with all regulatory requirements and internal policies during loan processing activities.
Qualifications
Experience in customer service or client‑facing roles, ensuring a positive and professional interaction.
Ability to manage multiple tasks efficiently, maintaining attention to detail and accuracy in documentation.
Strong communication skills, both written and verbal, to effectively convey information to clients and team members.
Proven track record of working collaboratively within a team to achieve shared goals and enhance client satisfaction.
Familiarity with basic financial concepts and a willingness to learn more about commercial lending processes.
Proficiency in using office software, including word processing and spreadsheet applications, to maintain organized records.
Ability to adapt to new challenges and learn quickly in a fast‑paced environment, demonstrating initiative and resourcefulness.
Compensation
$125,000 – $225,000 yearly
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Responsibilities
Assist with client onboarding by gathering necessary information and ensuring a smooth transition into services.
Collect and organize loan documentation, ensuring all paperwork is complete and accurate for processing.
Conduct initial loan assessments to identify client needs and recommend appropriate solutions.
Maintain up-to-date and precise records of all client interactions and loan statuses.
Provide timely updates to clients, keeping them informed of loan progress and any necessary actions.
Collaborate with the commercial lending team to streamline processes and enhance client satisfaction.
Ensure compliance with all regulatory requirements and internal policies during loan processing activities.
Qualifications
Experience in customer service or client‑facing roles, ensuring a positive and professional interaction.
Ability to manage multiple tasks efficiently, maintaining attention to detail and accuracy in documentation.
Strong communication skills, both written and verbal, to effectively convey information to clients and team members.
Proven track record of working collaboratively within a team to achieve shared goals and enhance client satisfaction.
Familiarity with basic financial concepts and a willingness to learn more about commercial lending processes.
Proficiency in using office software, including word processing and spreadsheet applications, to maintain organized records.
Ability to adapt to new challenges and learn quickly in a fast‑paced environment, demonstrating initiative and resourcefulness.
Compensation
$125,000 – $225,000 yearly
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