Commercial Loan Operations Specialist Lead

$96,300 - $130,300/Yr

Everbank - Charlotte, NC

Full-time - Senior

Charlotte, NC

Credit Intermediation and Related Activities

About the position

The Commercial Loan Operations Specialist Lead is responsible for providing operational support for various banking commercial products. This role involves coordinating data input processes, ensuring quality control, preparing client statements, and resolving escalated reporting issues. The specialist works to maintain the accuracy of the company's commercial loan management system and trains junior colleagues to ensure high-quality service delivery.

Responsibilities

• Coordinates processing of commercial banking operations such as loans, letters of credit, and banking guarantees.
• Ensures accuracy, quality, and completeness of data inputs from loan applications and related documentation into a commercial loan management system.
• Supports preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.
• Retrieves and provides information on existing loans to clients as requested.
• Ensures best practices for resolving out-of-balance transactions are followed.
• Identifies and corrects erroneous transactions and reports major issues to senior colleagues for issue resolution.
• Trains, delegates, and reviews work of junior colleagues to ensure high-quality delivery of services and products.

Requirements

• 5+ years of experience in commercial loan operations or related field required.
• In-depth knowledge of commercial loan documentation and servicing processes.
• Experience with systems used to service commercial and industrial loans.

Nice-to-haves

• 7+ years of experience preferred.
• Experience with FIS servicing systems is desired but not required.

Benefits

• Health insurance
• Wellness and work-life offerings
• Comprehensive Total Rewards package