TalentBurst | Lead Specialist OH | brooklyn, oh

4 days ago


Brooklyn, United States TalentBurst Full time
Lead Specialist
Brooklyn, OH 44144
7+ Months
onsite position with the possibility of being Hybrid after training.
Job Description:
This position is responsible for the review of loan documentation for complex commercial loan clients and the booking of basic commercial loans. The incumbent will participate as a team member dedicated to supporting the growth and servicing of the Specialty lines of business and providing the highest quality of customer service to internal and external clients.
Required Qualifications:
  • High School Diploma or equivalent.
  • Knowledge of basic accounting principles.
  • Ability to work under pressure and meet deadlines.
  • Ability to make basic judgments and decisions.
  • Good understanding of loan documentation and regulations relating to loans, as well as knowledge/experience of the loan accounting systems, monetary processing and some system maintenance functions.
  • Proven strong customer service skills and work ethic.
  • Proven analytical skills.
  • Open-minded and adaptable to new ideas in a changing environment. (SBU)
  • Obligor Database
Essential Job Function:
  • Reviews loan document packages and ensures all documents are present to ensure Bank's position.
  • Identifies and cites loan exceptions as appropriate to ensure the communication of documentation issues.
  • Able to interpret and book collateral associated with complex commercial loans.
  • Book basic commercial loans, including lines for Letters of Credit and bought participations.
  • Identify simple contradictions in documentation/booking requests and seek resolution from RM and/or Credit Officer. Facilitates simple validation of borrowing entity.
  • Ability to work on-line, image enabled work queues to ensure timely processing of tasks.
  • Effective utilization of 'dual monitor” environment.
  • Ability to work in and support virtual team environment.
  • Cross-site partnering best practice sharing.
  • Accurate identification and indexing of task related documents.
  • Answer customer's basic questions and inquiries.
  • Prioritize work for self and team. Be committed to continuous improvement.
  • Effective use of on-line queues to ensure timely processing of tasks.
  • Ability to work in on-line imaged enabled work queues.
  • Effective utilization of dual monitor environment.
  • Support of virtual team environment.
  • Accurate identification and indexing of task related documents. Cross-site partnering. Best practice sharing.
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