Lending Specialist
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Valley Bank
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Lending Specialist
Valley Bank
Posted 2 months ago
Full Time
Tampa, Florida
In Person
Smart Summary
Responsibilities
The Lending Specialist acts as the primary point of contact for customers and stakeholders, managing the deal flow pipeline from approval to closing. They are responsible for reviewing loan documentation, coordinating due diligence, and ensuring accurate booking and servicing of loans throughout their lifecycle.
Qualifications
You have strong PC skills with proficiency in Microsoft Office Suite and nCino software, along with excellent interpersonal, verbal, and written communication abilities. You are highly proficient in customer service, organization, data input, and time management, with the capacity to handle multiple tasks simultaneously in a fast-paced, deadline-driven environment.
Must Have Skills for ATS
Microsoft Office
nCino
Commercial Real Estate loan documentation
C&I loan documentation
Job Description
- Act as the liaison and primary point of contact with internal and external customers/stakeholders from approval to deal closing, as well as being point of contact for questions, requests, and inquiries during life of loan monitoring/servicing.
- Manage deal flow pipeline with Relationship Managers and leading the interaction with internal downstream stakeholders to ensure timely closings.
- Coordinate and review closing documentation (with counsel or internal doc prep) and information with relevant stakeholders for due diligence, application processing, insurance, operational feasibility, optimal execution mechanics, and regulatory requirements.
- Assist with the execution and process flow of the transaction, including escalation of issues and designing solutions that ensure risks are covered through adequate controls and protections. Order necessary documents to complete the file and prepare supplemental documents when necessary.
- Partner with relevant operations teams (closing and servicing departments) to ensure proper booking, accrual reconciliations, and daily cash positions.
- Ensure initial loan funding (if there is a draw at close) and ongoing life of loan activity (payments, draws, payoffs, etc.) are properly processed and booked with downstream stakeholders.
- Carefully review loan documents for closing to ensure accuracy; close loans when necessary.
- Communicate with Lenders any issues that arise prior to closing.
- Excellent Interpersonal skills as well as verbal and written communication skills.
- Confident in ability to enforce policies, procedures and processes when/if challenged.
Strong PC skills using Microsoft office applications as well as Bank's core system and nCino software. - Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously within a high volume, strict deadline work environment.
- High School Diploma or equivalent; up to 3 years Lending Assistant or Loan Processor experience.
- Knowledge of Commercial Real Estate and C&I loan documentation.
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Valley Bank
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