Commercial LOA Senior

3 weeks ago

Lawrenceville, United States United Community Bank Full time

Job Title: Commercial LOA Senior

Reports To: Senior Commercial Loan Officer or Commercial Loan Operations Manager

Direct Reports: N/A

Salary Grade: 7

SUMMARY

The Commercial LOA will play a critical role in the commercial lending process by collaborating with Commercial Relationship Managers (CRM) to support new and existing customers. The Commercial LOA will also collaborate with Commercial Loan Closers in facilitating a credit through the commercial process.

EDUCATION AND EXPERIENCE REQUIREMENTS

* High School Diploma or equivalent
* 5+ years of credit or customer service experience in the financial services industry
* Commercial loan experience preferred
* Strong interpersonal, verbal, and written communication skills
* Excellent telephone and customer service skills
* Proficient in MS Office Suite, including Outlook, Word, and Excel
* Working knowledge of federal and state banking regulations
* Excellent customer service skills
* Attention to detail
* Strong problem solving and critical thinking skills without direct guidance
* Demonstrate strong organization and time management skills and the ability to balance competing priorities to meet multiple deadlines.

JOB FUNCTIONS

* Provide sales and administrative assistance to Commercial Relationship Managers (CRM) and other partners
* Support new and renewed loan production by collecting, ordering, and tracking information required for accurate risk assessment and underwriting:
* UCC searches
* Appraisals
* Environmental assessments
* Know Your Customer
* Survey
* Leases
* Organizational Documents
* Applicable insurance; hazard, flood, builder's risk
* Beneficial Ownership
* OFAC


* Prepare written communication on behalf of the CRM to include commitment letters, term sheets, thank you notes, etc.
* Complete the Credit Lens Loan Worksheet, confirming agreement with final approval documents, to engage the Commercial Loan Closer
* Assist CRM by monitoring reporting and identifying where action needs to be taken, including but not limited to:
* Maturities
* Auto-Renew Letter of Credit
* Insurance
* Real Estate taxes


* Provide outstanding service and respond to requests from internal and external customers
* Collect customer financial statements, as required by the loan agreement, in a timely manner and load to Credit Lens
* Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents from CRM and submit
* Submit customer maintenance requests to Loan Operations for completion
* Transfer and assign notes
* Facilitate ongoing disbursement requests including coordination with Construction Administration
* Complete assigned Post-Close tasks in Credit Lens
* Manage WIP files
* Resolve critical and material exceptions as assigned
* Assist, mentor, and train other LOAs
* Participate in all required compliance training, as well as internal and external training programs, online training, meetings, or other education events as assigned by Loan Ops and Bank leadership.
* Adhere to Corporate policies and procedures as prescribed.
* Exemplify behaviors in alignment with the bank's vision, mission, and culture; exhibit professionalism at all times.
* Provide world-class service to internal and external customers with a sense of urgency and positive attitude.
* Take ownership of other duties as assigned.

SUPERVISORY RESPONSIBILITY

NA

WORK ENVIRONMENT

Varies; will be located in local commercial banking offices

POSITION TYPE

This is a full-time position that requires schedule flexibility to work evenings and weekends as needed.

TRAVEL

This position requires up to 10% travel.

OTHER

We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class.

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee. Other duties, responsibilities and activities may change or be assigned at any time with or without notice.

  • Commercial LOA Senior

    3 weeks ago

    Lawrenceville, United States United Community Bank Full time

    Commercial LOA Senior. Reports To: Senior Commercial Loan Officer or Commercial Loan Operations Manager. Direct Reports: N/ A - Salary Grade: 7 SUMMARY - The Commercial LOA will play a critical role in the commercial lending process by collaborating Commercial, Relationship Manager, Operations Manager, Senior, Loan Closer, Customer Service, Business...

  • Commercial LOA Senior

    2 weeks ago

    Lawrenceville, United States United Community Bank Full time

    Commercial LOA Senior. Reports To: Senior Commercial Loan Officer or Commercial Loan Operations Manager. Direct Reports: N/ A - Salary Grade: 7 SUMMARY - The Commercial LOA will play a critical role in the commercial lending process by collaborating Commercial, Relationship Manager, Operations Manager, Senior, Loan Closer, Customer Service, Business...

  • Senior Commercial Underwriter

    4 weeks ago

    Lawrenceville, United States Selby Jennings Full time

    Company Overview: My client is a regional provider of commercial property and casualty insurance, offering customized coverage through independent agents. They focus on building long-term partnerships and providing products like general liability, workers' compensation, and commercial auto insurance. With a commitment to excellent underwriting, claims...

  • Senior Commercial Underwriter

    4 weeks ago

    Lawrenceville, United States Selby Jennings Full time

    Company Overview: My client is a regional provider of commercial property and casualty insurance, offering customized coverage through independent agents. They focus on building long-term partnerships and providing products like general liability, workers' compensation, and commercial auto insurance. With a commitment to excellent underwriting, claims...

  • Senior Commercial Loan Operations Coordinator

    3 weeks ago

    Lawrenceville, Georgia, United States United Community Bank Full time

    About the RoleThis is a full-time position as a Senior Commercial Loan Operations Coordinator at United Community Bank, requiring schedule flexibility to work evenings and weekends as needed. The role involves up to 10% travel.Job SummaryThe Senior Commercial Loan Operations Coordinator will play a critical role in the commercial lending process by...

  • Senior Financial Analyst

    1 month ago

    Lawrenceville, United States Sage Group plc Full time

    Job Title Senior Financial Analyst Job Description About our Senior Financial Analyst role: As a Senior Financial Analyst in the North America Commercial Finance team, you'll play a crucial role in driving business success. You'll provide key financial insights that directly influence business decisions and strategies, analyse performance, forecast trends,...

  • Senior Transformation Manager

    1 month ago

    Lawrenceville, United States Sage Group plc Full time

    Job Title Senior Transformation Manager Job Description As our Senior Transformation Manager, you will lead and oversee key strategic initiatives within Sage's Transformation projects. You will be involved in planning, designing, and monitoring complex, high-priority projects across the organization. You will work closely with senior leadership, business...

  • Senior Transformation Manager

    1 month ago

    Lawrenceville, United States Sage Group plc Full time

    Job Title Senior Transformation Manager Job Description As our Senior Transformation Manager, you will lead and oversee key strategic initiatives within Sage's Transformation projects. You will be involved in planning, designing, and monitoring complex, high-priority projects across the organization. You will work closely with senior leadership, business...

  • Senior Construction Estimator and Project Coordinator

    3 weeks ago

    Lawrenceville, Georgia, United States HL Contractors, Inc. Full time

    Job OpportunityHL Contractors, Inc. is a leading commercial General Contractor seeking a highly skilled Senior Construction Estimator and Project Coordinator. As a key member of our estimating team, you will play a crucial role in producing accurate construction cost estimates for bid proposals.Company OverviewHL Contractors, Inc. is a privately owned...

  • Senior Sales Enablement Program Manager

    2 weeks ago

    Lawrenceville, United States Sage Full time

    Job TitleSenior Sales Enablement Program Manager - Medium Customer Success/In Life Job DescriptionThe Senior Sales Enablement Program Manager, Customer Success/In Life will be responsible for developing and delivering sales enablement that drives sales effectiveness and productivity. The Senior Sales Enablement Program Manager will oversee enablement...

  • Senior Electrical Engineer

    6 days ago

    Lawrenceville, United States ZipRecruiter Full time

    Job DescriptionJob DescriptionDescription: Company Overview: Global Power Products is a leading provider of accessible, safe, and dependable solutions for power protection and metering. We specialize in the design and manufacture of transfer switches, whole house surge suppression, and commercial power metering. As we continue to grow, we are seeking a...

  • Senior Electrical Engineer

    2 weeks ago

    Lawrenceville, United States Global Power Products Full time

    Job Type Full-time Description Company Overview: Global Power Products is a leading provider of accessible, safe, and dependable solutions for power protection and metering. We specialize in the design and manufacture of transfer switches, whole house surge suppression, and commercial power metering. As we continue to grow, we are seeking a highly skilled...

  • Senior Technology Infrastructure Manager Lead

    2 months ago

    Lawrenceville, Georgia, United States ASD® Full time

        About ASD    ASD is a leading provider of design, engineering, and project management services for workplace technologies. Founded in 1998, our team of seasoned professionals has a proven track record of delivering high-quality projects across the United States, Canada, and overseas. Our expertise addresses a wide range of technologies, from...

  • Certified Nursing Assistant

    1 month ago

    Lawrenceville, United States At Home Atlanta Home Healthcare Full time

    Job DescriptionJob Description Overview At Home Atlanta, believes in creating comfortable and clean environments that enhance the quality of life for seniors in our care. We are seeking a dedicated and detail-oriented Housekeeper to join our team. In this role, you’ll play a vital part in keeping our clients' homes inviting and clean. Your...

  • Program Management Specialist

    4 days ago

    Lawrenceville, Pennsylvania, United States Onward Robotics Full time

    About Onward RoboticsWe are a bold, gritty, and purposeful team with an ambitious mission to revolutionize fulfillment. Our team is driven by a client-first mentality: we aim to solve hard problems and fuel our clients' growth with innovation. We are seeking talented individuals who will have a huge impact on both our business and our team.Job DescriptionThe...

  • Senior Technical Program Manager

    4 weeks ago

    Lawrenceville, United States Onward Robotics Full time

    Join Our TeamAt Onward Robotics, we are a bold, gritty, and purposeful team with an ambitious mission to revolutionize fulfillment. Our team is driven by a client-first mentality: we aim to solve hard problems and fuel our clients’ growth with innovation. We are seeking talented individuals who will have a huge impact on both our business and our team....

  • Electrical Systems Engineer with Power Electronics Expertise

    3 weeks ago

    Lawrenceville, Georgia, United States Global Power Products Full time

    Job OverviewCompany ProfileGlobal Power Products is a leading provider of innovative power protection and metering solutions. Our company specializes in the design and manufacture of transfer switches, whole house surge suppression, and commercial power metering.Position SummaryWe are seeking an experienced Senior Electrical Engineer to lead the design,...