Loan Specialist

• Overseeing and managing the entire commercial loan closing process.
• Provide leadership and guidance to deal teams.
• Handle intricate and high-value commercial real estate loan transactions.
• Ensure strict adherence to regulatory requirements throughout the loan closing process.
• Address and resolve complex lending issues that may arise during the closing process.
• Order and review due diligence such as flood determinations and insurance.
• Prepare closing statements and necessary forms to book loan on the system of record.
• Train and mentor junior loan closers.

CRE Loan Closing Specialist managing complex commercial loan transactions

Senior CRE Loan Closing Specialist

CRE Loan Closing Specialist overseeing the loan closing process for commercial real estate transactions. Ensuring compliance and accuracy while leading deal teams and collaborating with stakeholders.

• 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.

• Assists in all aspects of loan draw processing for residential homebuilder and commercial construction borrowers.
• Reviews client draw requests and ensures requests are in line with internal and external regulations prior to processing the release of funds to clients.
• Engages with external vendors including third-party inspectors, surveyors, and title companies to gather project data.
• Inputs data into the draw monitoring system.

Construction Draw Specialist managing loan draw processing for residential and commercial borrowers

Construction Loan Draw Specialist

Construction Draw Specialist managing loan draw processing for residential homebuilders and commercial construction borrowers. Engaging with vendors and ensuring compliance with regulations.

Loan Specialist jobs in Texas

See all jobs on JobTailor

Senior CRE Loan Closing Specialist

Lead Commercial Loan Servicing Specialist

Mortgage Loan Closing Specialist

Senior Commercial Loan Closing Specialist

Construction Loan Draw Specialist