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Commercial Loan Documentation/Closing Specialist
March 26, 2025
The Commercial Loan Documentation/ Closing Specialist position is responsible for preparing and reviewing loan documentation for complex loans to individuals and/or entities for commercial & industrial, commercial real estate and non-real estate purposes as well as commercial loan modifications while working under limited supervision. Additionally, this position will be responsible for training and pre-reviewing work of other team members.
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March 26, 2025
Supports the commercial lending team through financial and credit analysis and underwriting processes by gathering, analyzing, and interpreting all types of credit information on existing and prospective clients and portfolios. Makes recommendations and supports decisions regarding the extension of credit for diverse loan types. Prepares and presents credit presentations to Relationship Managers and committees for use in making credit decisions on new, renewal and extension loans. Monitors customer accounts and loan portfolios to maximize credit quality and minimize risk and potential loss. Supports the analytical processes involved with board reporting; regulatory reporting; credit portfolio stress testing; internal and external loan review; and financial auditing. Participates in customer calling efforts.
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