Commercial Loan Closing Specialist

Work pre-close documents for moderately complex to complex commercial loans

Coordinate all aspects of loan closings

Perform customer, loan and regulatory diligence

Accurately evaluate and upload data into the systems of record

Ensure compliance with all bank policies, procedures and regulatory requirements

Review and prepare complex loan documents

Coordinate legal activities for loan documentation that may include

Document purchased from third party sources, with internal staff and the Corporate Legal group

Serve as primary liaison between Credit, Sales, and Legal departments

Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards

Review and negotiate complex legal documentation, evaluate risks, devise strategies to mitigate documentation risk and identifying procedural modifications

Provide guidance and training to peers

Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

Interact with internal customers

Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements