Loan Specialist

• Execute servicing activities for moderately complex commercial loan products across the full life-of-loan cycle
• Serve as a primary servicing contact for assigned relationships
• Partner with Relationship Managers, Legal, Risk, Control, Technology, and Operations teams
• Review, process, and support new loans, modifications, tranche set-ups, interest and fee calculations, and participation settlements
• Evaluate servicing risks, resolve client and operational issues, and escalate matters to management
• Ensure accurate data entry, reconciliation, and portfolio maintenance across systems of record, including LUCAS
• Conduct quality reviews and monitor key performance indicators
• Recommend process and procedural improvements
• Provide guidance, training, and subject matter support to less experienced servicing representatives
• Participate in operational initiatives, system enhancements, and user acceptance testing

Senior Commercial Loan Servicing Specialist – Asset Based Lending/Syndicated Loans

• Provide support to commercial lending staff in commercial branches or banking centers
• Process loan closings, attain loan perfection, and service loan customers
• Prepare all loan request documents
• Gather customer income and net worth information
• Answer customer questions
• Order external agency reports such as titles and insurance
• Prepare commitment letters
• Arrange for payoff of property liens
• Coordinate loan closings and prepare disbursement checks
• Verify loan system accuracy for boarded loans
• Ensure each loan file meets bank and regulatory requirements
• Make advances and payments on commercial lines
• Balance commercial loan suspense accounts monthly
• Comply with policies, procedures, security requirements, and government regulations

Loan Specialist jobs in California

Senior Commercial Loan Servicing Specialist – Asset Based Lending/Syndicated Loans

Commercial Loan Specialist