Complex Loan Specialist

PRINCIPLE DUTIES AND REPONSIBILITES

• Create and update manual interest accrual spreadsheets via excel to reconcile to monthly billing statements
• Create and reconcile spreadsheets via excel for manual and automated nonuse fees
• Assist with project management and implementation in relation to manual interest and fee accruals
• Monthly SBA reporting
• Review and update relevant procedures and training materials for the team as necessary
• Peer review of lead bank notice creation and wires for sold loans
• Assist with Servicing Department day to day workload as time allows. These duties include but are not limited to:
  
  
  
  • Payment posting
  • Rate changes
  • Research cases
  
  
  
  
• Identify and assist with process improvements

JOB SPECIFICATIONS

• Bachelor's degree in a business related field with at least one year of commercial loan servicing experience preferred.
  
  
  
  • Relevant experience, such as but not limited to auditing, financial document preparation, bookkeeping and accounting may be considered in lieu of bachelor's degree.
  
  
  
  
• Ability and desire to learn, grow and develop professionally.
• Exceptional interpersonal, written and oral communication skills are required.
• Ability to make sound decisions and produce great work under general or limited supervision.
• Excellent working knowledge of more complex commercial style transactions.
• Working knowledge of participation/syndication loan servicing.
• Advanced knowledge of general commercial lending policies.
• Advanced PC skills, including MS Word, MS Excel, and programs used to set up and track documentation or ongoing covenant ticklers.
• Strong ability to adjust priorities to changing circumstances while maintaining high quality in fast paced atmosphere.
• Exceptional organization skills and very detailed oriented.
• Excellent teamwork skills are required.