Role OverviewThe Commercial Loan Operations Specialist Lead provides operational support for commercial banking products, working on projects and prospects by coordinating data input processes, quality control, and client statement preparations.
What You Will Do
Coordinates commercial banking operations, ensures data accuracy, prepares client statements, retrieves loan information, and resolves out-of-balance transactions.
Why It Might Be a Fit
Requires 5+ years of experience in Commercial Construction and/or Structured Real Estate loan administration, with strong knowledge of loan documentation and structures.
Requirements
- 5+ years of experience in Commercial Construction and/or Structured Real Estate loan administration
- Experience reviewing disbursement (draw) requests and ensuring alignment with approved project budgets
- Proven ability to coordinate and obtain approvals for budget reallocations or modifications
- Experience obtaining date-down endorsements and ordering third-party inspections to support draw requests
- Strong knowledge of monitoring and tracking construction-related reserves
- Ability to accurately abstract, analyze, and interpret complex loan documentation and structures
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