Loan Specialist

• support the full lifecycle of business lending transactions, from post-approval through documentation and closing
• ensure business loans are processed accurately, meet compliance requirements, and move efficiently to funding
• build strong working relationships with bankers, underwriting partners, and external stakeholders
• Partner with the Relationship Team to obtain and review information required for underwriting, documentation
• Set up, process, and monitor documents and files for package completion to meet specifications of a customer request
• Independently prepare data input sheets and provide required information for customer relationships to be boarded on the banks servicing system(s)
• Maintain files with all required documentation for third-party review and prepares files for timely audits
• Work with attorneys and other financial or legal resources to negotiate accurate documents to fully protect the financial institution’s interests
• Responsible for ensuring all closing conditions are met and loans are closed within time frames
• Review and resolve a variety of customer problems/issues regarding bank products and services
• Responsible for GL Certification which includes research, balancing and certification.

Senior Business Loan Specialist managing the post-approval lifecycle of business loans

Senior Business Loan Specialist – Post Approval

Senior Business Loan Specialist at Columbia Bank managing post-approval lifecycle of business loans. Building relationships and ensuring compliance throughout documentation and closing process.

• Lead post-close servicing and portfolio management activities for moderately complex to complex commercial loans, ensuring accuracy, timeliness, and compliance with regulatory requirements, policies, and service-level expectations.
• Analyze, validate, and maintain loan, collateral, covenant, and customer data within systems of record to support operational accuracy and risk management.
• Partner with Credit, Sales, Operations, Legal, and other stakeholders to ensure documentation, negotiated terms, and servicing activities align with business and compliance requirements.
• Identify, assess, and escalate credit, operational, servicing, and documentation risks; recommend solutions and drive resolution of complex issues.
• Serve as a key escalation point, delivering clear communication and executing effective problem resolution to support client and business needs.
• Monitor quality and performance metrics, identify process improvement opportunities, and contribute to operational efficiency and control enhancements.
• Exercise sound judgment and independent decision-making while adhering to governance standards, risk management principles, and established procedures.
• Champion consistent execution of the Portfolio Execution operating model, supporting the adoption of new processes, tools, and best practices.
• Collaborate effectively across teams to achieve business objectives, drive accountability, and deliver high-quality results.

Commercial Loan Closing Specialist leading portfolio management for Wells Fargo's banking division

Commercial Loan Closing Specialist

Commercial Loan Closing Specialist ensuring compliance and accuracy in servicing complex commercial loans for Wells Fargo. Collaborating across teams for effective problem resolution and operational efficiency.

• Responsible for daily input of loan applications submissions from wholesale brokers into internal loan origination system.
• Perform all duties in accordance with company policies and procedures and all state and federal regulations.
• Receives loan applications submissions from wholesale brokers either by electronic data file or hard copy file.
• Enter or verifies information into loan origination system.
• Reviews new loan documentation to assure accuracy.
• Submits file to Wholesale Account Manager for processing.
• Assists departmental support staff when necessary

Input loan applications for wholesale brokers in a remote role

Loan Set-Up Specialist, Wholesale II

Input loan applications from wholesale brokers into the loan origination system. Review documentation, verify accuracy, and assist with processing as part of a remote operations team.

Loan Specialist jobs in California

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Senior Business Loan Specialist – Post Approval

Commercial Loan Closing Specialist

Loan Set-Up Specialist, Wholesale II