Commercial Loan Operations Specialist Lead

$96,300 - $130,300/Yr

Everbank - Jacksonville, FL

Full-time - Mid Level

Jacksonville, FL

Credit Intermediation and Related Activities

About the position

The Commercial Loan Operations Specialist Lead plays a crucial role in providing operational support for various banking commercial products. This position involves coordinating data input processes, ensuring quality control, preparing client statements, and resolving escalated reporting issues. The specialist is responsible for maintaining the accuracy of the company's commercial loan management system and training junior colleagues to deliver high-quality services.

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 required; 7+ years preferred.
• Expert knowledge of C&I loan servicing and associated loan documentation.
• Experience with systems used to service C&I loans, preferably FIS servicing systems.

Nice-to-haves

• University degree preferred.
• Demonstrable experience related to appropriate servicing system data entries.

Benefits

• Health insurance
• Wellness programs
• Work-life balance offerings
• Competitive wages