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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing complex loan structures and ensuring compliance with documentation and legal standards. Proficient in commercial loan documentation, client services, and leading continuous improvement initiatives.
Highest-signal resume keywords
Commercial Lending ConceptsLoanIQ ProficiencyLaser Pro LendingTeam LeadershipClient Services
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Commercial Loan DocumentationData Integrity ManagementPre-Closing Quality VerificationPost-Approval ReportingDocumentation Compliance
Soft Skills
Problem-Solving SkillsDecision-Making SkillsInterpersonal CommunicationOrganizational AbilitiesAttention to Detail
Tools & Technologies
LoanIQLaserProDocuSignSalesForceMicrosoft ExcelMicrosoft WordMicrosoft PowerPointMicrosoft OneNote
Industry Keywords
ESOPsHealthcareAgribusinessReal EstateFiduciary Responsibilities
About the role
Key responsibilities & impact- Manage pre- and post-closing services for complex loan structures, including ESOPs, Healthcare, Agribusiness, and Real Estate
- Identify and resolve risks and exceptions, escalating as needed and communicating with management and lines of business
- Maintain expert-level understanding of systems and ensure data integrity
- Book loans in LoanIQ, confirm collateral, and manage documentation exceptions
- Review and prepare documentation using Laser Pro Lending and DocuSign
- Lead projects and continuous improvement initiatives
- Conduct pre-closing quality verification and manage fiduciary responsibilities
- Train and mentor team members onsite; serve as backup to the manager
- Participate in client meetings and sales team/pipeline discussions, including onsite participation
- Monitor and manage post-approval reporting
- Ensure compliance with documentation, insurance, and legal standards
- Act as a resource for documentation and compliance matters
- Coordinate transaction funding and booking, including wire callbacks and approvals
- Provide end-to-end servicing support, portfolio administration, and client services for commercial real estate loans
- Collaborate with relationship managers, closers, and internal teams across revolver, term, borrowing base, and bridge loan products
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's Degree or equivalent experience (preferred)
- 5+ years of related experience, including at least 2 years in a Lead Service Officer role (or equivalent), preferably in banking or financial services (required)
- Strong understanding of commercial lending concepts
- Proficiency in commercial loan documentation and closing
- Strong solution-oriented and problem-solving skills
- Excellent decision-making skills and judgment
- Strong interpersonal, written, and verbal communication
- Effective planning and organizational abilities; high attention to detail
- Ability to manage multiple tasks in a high-volume environment
- Proficiency in Microsoft Excel, Word, PowerPoint, and OneNote
- Familiarity with LoanIQ, SalesForce, LaserPro, DocuSign, and BOS
- Ability to deliver distinctive personalized service to external and internal clients
- Ability to collaborate in-person with internal and external stakeholders
- Candidates near listed work locations must meet the hybrid requirement of 2+ days in office
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Flexible work options in circumstances where roles can be performed effectively in a mobile environment
- Remote work available for candidates who do not reside near one of the listed work locations
