Commercial Loan Servicing Specialist

Commercial Loan Servicing Specialist

In this role, you will:

• Provide servicing activities for low to moderately complex commercial products

• Coordinate all aspects of resolving open customer service issues and interact with internal and external customers

• Provide customer service, loan and regulatory diligence and ensure compliance with all bank policies, procedures, and regulatory requirements

• Evaluate and upload data into the systems of record

• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs

• Review and negotiate basic loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications

• Serve as an escalation point in the resolution of client issues

• Provide guidance and training to peers

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

• Present recommendations for resolving low to moderately complex situations and exercise independent judgment while developing expertise in the function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Overall experience of 8+ years in Commercial Banking Lending Operations.

• Minimum 6–8 years of recent hands-on experience in Syndicated Loans/BILATS (highly preferred).

• Strong experience across the end-to-end loan lifecycle, including:

• Loan booking and servicing

• Loan settlements and payoffs

• Interest calculation and processing

• Fee setup, adjustments, and maintenance

• Loan repricing activities

• General Ledger (GL) reconciliations

• Cash break identification and resolution

• Account maintenance and servicing

• Exception handling and issue resolution

• Root Cause Analysis (RCA) and process improvements

• Minimum 5 years of recent experience as a Loan IQ Subject Matter Expert (SME).

• Experience providing Loan IQ training, guidance, and process support to teams.

• Strong understanding of Loan IQ functionalities across servicing and administration activities

Job Expectations:

• Excellent verbal and written communication skills.

• Strong documentation and reporting capabilities.

• Effective stakeholder management and partnership skills.

• Ability to work with cross-functional teams and manage client/service-related queries efficiently.