Commercial Loan Operations Specialist Lead

United States·JacksonvilleNormallead

OperationsOperations Specialist

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Quick Summary

Overview

Commercial Loan Operations Specialist LeadThe Commercial Loan Operations Specialist Lead provides operational support for an array of banking commercial products. Under limited supervision,

Technical Tools

OperationsOperations Specialist

Responsibilities

~1 min read

→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

~1 min read

5-7 years of experience in commercial lending.
Experience supporting both syndicated and non-syndicated commercial loan transactions.
Proven experience coordinating loan onboarding and closing activities, including reviewing documentation and ensuring accurate system setup.
Experience preparing and validating wire transfer templates and funding instructions for commercial loan transactions.
Strong understanding of commercial loan documentation, funding processes, and operational controls.
Ability to manage multiple transactions simultaneously while maintaining a high level of accuracy and attention to detail.

Experience with end-to-end servicing activities for Commercial & Industrial (C&I) loans, syndicated portfolios, and specialty finance products.
Experience with the FIS Commercial Loan Servicing platform (formerly ACBS).
Experience using nCino to support commercial lending processes.