As a
Job Responsibilities
- Read and interpret loan documentation for operational feasibility
- Input loan specific information into various systems
- Initiate and release principal and fee related payments associated with the closing
- Partner closely with Transaction Coordinators through the closing process and ensure all regulatory and compliance documentation is received prior to the closing date
- Manage pipeline of assigned transactions
- Monitor and reconcile exception reports related to transactions recently closed
- Partner with Account Managers to inform them of amendments made to existing agreements, and/or general deal structure characteristics prior to the formal handoff
- Maintain a low Quality Control (QC) error rate regarding the deal set up process
Required Qualifications, Capabilities, and Skills
- General understanding of Finance and Loan products
- Basic understanding of Microsoft Office
- Highly motivated individual with a team-oriented mindset
- Strong organizational and prioritization skills
- Self-motivated and client focused
- Exceptional communication skills
Preferred Qualifications, Capabilities, and Skills
- Commercial Banking experience
- Syndicated Loan experience
- LOAN IQ experience