Loan Specialist

• 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.

• Service mortgage accounts to ensure all bankruptcy activities are processed in compliance with all state and federal laws while maintaining compliance with Investor, Insurer, Agency, and company guidelines
• Conduct a complete review of files to ensure all bankruptcy time frames have been met
• Manage bankruptcy proceedings on assigned cases by interacting and instructing various parties such as mortgagors, attorneys, investors, insurers, trustees, appraisers, and any other party involved with bankruptcy
• Monitor activities by reviewing bankruptcy proceedings, records, and time frames, in addition to working all system/database activities throughout the bankruptcy process
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Audit accounts for expense compliance and ensure proper application to system of record
• Perform required research on loans with questionable items such as the application of payments, proper notification, and any other situation that may arise
• Diligently follow up on all outstanding requests and telephone calls from internal and external partners
• Manage exception reporting used as key controls for minimizing risk

Loan Servicing Specialist managing bankruptcy processes for mortgage accounts

Loan Servicing Specialist – Bankruptcy

Loan Servicing Specialist ensuring compliance in bankruptcy processes for mortgage accounts. Managing interactions with various stakeholders while adhering to state and federal regulations.

• Lead a variety of servicing activities for complex commercial products
• 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 complex 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
• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
• Coordinate servicing activities to resolve open customer issues, loan and regulatory diligence and on-going portfolio maintenance; interact with internal and external customers
• Evaluate and upload data into the systems of record
• Research complex business and operational decisions
• Ensure compliance with all policies, procedures, and regulatory requirements
• Strategically collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals; may contribute to strategic initiatives and projects
• Make decisions in complex and multi-faceted situations requiring solid understanding of the function, policies, procedures, and compliance requirements that influence and lead broader work team to meet deliverables and drive new initiatives

Lead Commercial Loan Servicing Specialist managing complex servicing activities

Lead Commercial Loan Servicing Specialist

Lead Commercial Loan Servicing Specialist in Wells Fargo's Commercial Banking Operations. Overseeing complex servicing activities and collaborating with internal teams to meet customer needs.

• Take ownership of all tasks and challenges in assigned position
• Create and generate the Closing Disclosure and mortgage closing documents
• Review documents for loan funding and ensure loans meet all requirements and regulations
• Maintain compliance with SouthState Bank Corporate Code of Conduct and Ethics and all regulatory requirements
• Obtain all required information to complete the Closing Disclosure (CD) and deliver it within required timeframes
• Perform Mavent run, review and clear as necessary
• Communicate with settlement agents/attorneys and review title requirements and exceptions
• Review documentation in the loan system or enter data into the loan system
• Prepare closing instructions and review required loan documentation and Closing Disclosure for accuracy

Mortgage Senior Closing Specialist handling closing documents and regulatory compliance

Mortgage Loan Closing Specialist

Mortgage Senior Closing Specialist managing mortgage closing documents and compliance for various loan types. Ensuring accuracy and adherence to legal regulations while supporting team efforts.

• Reviewing and organizing all necessary documentation to finalize complex commercial loan transactions
• Ensuring accuracy, compliance with regulations, and facilitating with various parties involved
• Initiating and driving the loan closing process while managing and expediting complex and concurrent processes
• Handling intricate and high-value commercial loan transactions
• Ensuring strict adherence to regulatory requirements and industry standards throughout the loan closing process
• Addressing and resolving complex lending issues
• Training and mentoring junior loan closers
• Identifying opportunities to enhance efficiency in the loan closing process
• Engaging with clients, lenders, and legal teams to facilitate communication throughout closing stages
• Assessing potential risks associated with commercial loan transactions
• Implementing quality control measures to guarantee accuracy of loan documentation
• Participating in strategic decision-making related to commercial loan operations

Commercial Loan Closing Specialist Sr. overseeing complex loan transactions at Huntington

Senior Commercial Loan Closing Specialist

Commercial Loan Closing Specialist Sr. overseeing complex loan transactions at Huntington while ensuring accuracy and compliance with regulations. Collaborating with stakeholders and managing junior loan closers for effective process completion.

• Supports the Commercial Loan Officers in driving the closing process for commercial loan products
• Responsible for integrity of loan closing, due diligence, documentation, compliance, booking to system of record
• Acts as a control point ensuring adherence to bank policies and procedures and compliance with legal and regulatory requirements
• Serve as a liaison with internal and external parties including operations, risk, and compliance, in-house and outside counsel
• Orders and reviews due diligence and coordinates review with respective banker, outside counsel and title company
• Completes funding, ensures all fees are collected and prepares forms necessary to book loan on system of record
• Responsible for clearing any outstanding post-closing items and collateral exceptions
• Manages closing checklist and files according to Business Segment standards
• Requests and reviews closing documents to ensure they conform to credit approval and bank policies prior to closing
• Keeps informed of changes that may impact assigned work functions and processes.
• Follows or establishes effective controls and processes to ensure compliance is adhered to on an ongoing basis.
• Performs other duties as assigned.

Commercial Loan Closing Specialist supporting loan processes at Huntington Bank

Commercial Loan Closing Specialist supporting the loan closing process and ensuring compliance with bank policies. Collaborating with various parties to manage documentation and funding of loans.

Loan Specialist jobs in North Carolina

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Commercial Loan Closing Specialist

Loan Servicing Specialist – Bankruptcy

Lead Commercial Loan Servicing Specialist

Mortgage Loan Closing Specialist

Senior Commercial Loan Closing Specialist

Commercial Loan Closing Specialist