Current jobs related to Commercial Loan Documentation Specialist III - San Antonio - Broadway Bank

  • Commercial Loan Documentation Specialist I

    3 weeks ago

    San Antonio, United States Broadway Bank Full time

    Position: Commercial Loan Documentation Specialist I | Division: Loan Support| WorkDays:Monday - Friday| Hours of Operation:8:00am - 5:00pm Why Broadway Bank: We are one of the largest independently owned banks inTexas with offerings in personal and private banking, wealth management,business banking and mortgage lending. Position Overview: The Commercial...

  • Commercial Loan Officer III

    3 weeks ago

    San Jose, United States United Business Bank Full time

    United Business Bank is looking for an experienced Client Relationship Manager III (Commercial Loan Officer III) for our San Jose Office - Commercial Banking experience required.POSITION PURPOSEThe Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and...

  • Commercial Loan Officer III

    3 weeks ago

    San Jose, United States United Business Bank Full time

    United Business Bank is looking for an experienced Client Relationship Manager III (Commercial Loan Officer III) for our San Jose Office - Commercial Banking experience required.POSITION PURPOSEThe Client Relationship Manager (CRM) III is responsible for developing relationships with prospective clients by identifying the financial needs of those clients and...

  • Commercial Loan Officer III

    2 weeks ago

    San Jose, California, United States United Business Bank Full time

    Job Title: Commercial Loan Officer IIIUnited Business Bank is seeking an experienced Commercial Loan Officer III to join our team in San Jose. As a key member of our Commercial Banking team, you will be responsible for developing and maintaining relationships with our clients, identifying their financial needs, and providing solutions to meet those needs.Key...

  • Senior Commercial Loan Specialist

    4 weeks ago

    San Francisco, California, United States US Tech Solutions Full time

    Job Brief:US Tech Solutions is seeking a highly skilled Commercial Loan Specialist to join our team. The successful candidate will be responsible for reviewing loan documentation for complex commercial loan clients and booking basic commercial loans.Key Responsibilities:Review and analyze loan documentation to ensure accuracy and completenessBook basic...

  • Commercial Loan Processor

    3 weeks ago

    San Antonio, Texas, United States International Bank of Commerce Full time

    Job SummaryThe Commercial Loan Processor is responsible for preparing commercial loan documents and ensuring timely and accurate loan closings. This role requires strong organizational and analytical skills, as well as excellent communication and attention to detail.Key ResponsibilitiesPrepare loan documents accurately and efficientlyFacilitate the timely...

  • Commercial Loan Processor

    5 months ago

    San Antonio, United States International Bank of Commerce Full time

    IBC Bank successes are the result of an aggressive and innovative attitude. The Bank's "We Do More" philosophy reflects it's dedication to the growth and success of it's employees, customers and communities. IBC bank hires talented, creative and dedicated individuals to help our business succeed. We are a company that values leadership, community engagement...

  • Loan Operations Specialist II

    3 days ago

    San Antonio, Texas, United States FB BanCorp Full time

    Job SummaryFB BanCorp is seeking a skilled Loan Operations Specialist II to join our team. As a key member of our operations team, you will be responsible for ensuring the accurate and timely processing of loan applications from application through booking and servicing.Key Responsibilities Review incoming loan documentation and notes from Farm Bureau Agents...

  • Commercial Loan Administrator

    2 weeks ago

    San Diego, California, United States BankTalent HQ Full time

    Job Title: Middle Office Commercial Loan AdministratorAt BankTalent HQ, we are seeking a seasoned Middle Office Loan Administrator to join our team in San Diego, CA. This role is responsible for managing the loan documentation and closing process for commercial, business, or commercial real estate loans.Key Responsibilities:Manage the documentation review...

  • Commercial Loan Specialist

    2 weeks ago

    San Francisco, California, United States BCforward Full time

    Job Title: Commercial Loan ProcessorWe are seeking a highly motivated and detail-oriented Commercial Loan Processor to join our team at BCforward. As a Commercial Loan Processor, you will be responsible for analyzing and assessing complex risks related to insurance and real estate, as well as articulating these risks to stakeholders.Key...

  • Retail Loan Documentation Coordinator

    3 weeks ago

    San Antonio, United States Frost Bank Full time

    Job Description It's about process, progress, and people. Are you described as someone with an inquisitive mind and a thirst for knowledge? Do you enjoy researching and verifying information? Do you strive to go above and beyond to ensure a seamless experience? If so, being a Retail Loan Documentation Coordinator with Frost could be for you. At Frost, it's...

  • Loan Processor III

    1 day ago

    San Antonio, United States Guild Mortgage Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary...

  • Bilingual Collections Specialist

    2 weeks ago

    San Antonio, Texas, United States Sun Loan Full time

    {"title": "Bilingual Collections Specialist", "description": "Job SummarySun Loan is seeking a highly skilled Bilingual Collections Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers while collecting on past due or delinquent accounts.Key ResponsibilitiesTake a...

  • Bilingual Collections Specialist

    2 weeks ago

    San Antonio, Texas, United States Sun Loan Full time

    Job Title: Bilingual Collections SpecialistSun Loan Company is seeking a highly skilled and motivated Bilingual Collections Specialist to join our team. As a key member of our customer service team, you will be responsible for providing exceptional service to our customers while collecting on past due or delinquent accounts.Responsibilities:Provide superior...

  • Cybersecurity Specialist III

    1 week ago

    San Antonio, Texas, United States ISHPI Information Technology Full time

    Job Title: Information Assurance/Security Specialist IIIJob LocationsUS-TX-San AntonioID2024-1721CategoryCore IT Svc.TypeRegular Full-TimeOverviewISHPI Information Technologies, Inc. is a leading provider of Cybersecurity support and consulting services to Federal agencies and the Department of Defense. We specialize in developing and performing...

  • Loan Operations Specialist II

    7 days ago

    San Antonio, Texas, United States FB BanCorp Full time

    Job SummaryFB BanCorp is seeking a skilled Loan Operations Specialist II to join our team. As a key member of our operations team, you will be responsible for ensuring the accurate and timely processing of loan applications from application through booking and servicing.Key ResponsibilitiesReview and process loan documentation to prevent closing exceptions...

  • Loan Operations Specialist II

    1 week ago

    San Antonio, Texas, United States FB BanCorp Full time

    Job SummaryFarm Bureau Bank is seeking a skilled Loan Operations Specialist II to join our team. As a key member of our Loan Operations department, you will be responsible for ensuring the accurate and timely processing of loan applications.Key ResponsibilitiesReview and process loan documentation to ensure all necessary information is present and...

  • Loan Specialist

    2 weeks ago

    San Antonio, Texas, United States Regional Finance Corp Full time

    Job SummaryRegional Finance Corp is seeking a highly motivated and customer-focused Loan Specialist to join our team. As a Loan Specialist, you will play a critical role in assisting our Branch Manager in learning the finance business, RMC's business practices, and preparing to manage a branch office.Key ResponsibilitiesSubject matter expert in RMC personal...

  • Commercial Lending Officer

    3 days ago

    San Antonio, Texas, United States MRI Spokane Full time

    Job Title: Commercial Lending OfficerAt MRI Spokane, we are seeking a highly skilled Commercial Lending Officer to join our team. As a Commercial Lending Officer, you will be responsible for developing loan and deposit business by calling on small to middle market commercial companies, professionals, and associations.Key Responsibilities:Manage the loan...

  • Senior Commercial Lending Specialist

    4 weeks ago

    San Francisco, California, United States River City Bank Full time

    {"Job Title": "Senior Commercial Lending Specialist", "Job Summary": "We are seeking a highly experienced Senior Commercial Lending Specialist to join our team at River City Bank. As a key member of our Commercial Banking group, you will be responsible for maintaining and growing a portfolio of commercial loans and deposits, providing exceptional customer...

Commercial Loan Documentation Specialist III

3 months ago

San Antonio, United States Broadway Bank Full time

Position: Commercial Loan Documentation Specialist III | Division: Loan Support|
WorkDays:Monday - Friday| Hours of Operation:8:00am - 5:00pm

Why Broadway Bank:
We are one of the largest independently owned banks inTexas with offerings in personal and private banking, wealth management,business banking and mortgage lending.

Position Overview:

The Commercial LoanDocumentation Specialist III is a critical role responsible for thepreparation, boarding, and funding of complex commercial, commercial realestate, and SBA loan transactions. As a level III, this role will serve as asubject matter expert for commercial loan documentation. This also involvessetting policies and procedures to ensure compliance and protect the bank. Theposition requires strong analytical skills, an inquisitive mind, and meticulousattention to detail to perform tasks accurately, stay updated on relevant lawsand regulations, and continuously improve processes. This position is based in San Antonio, Texas.

Essential Functions:

  • Demonstrate comprehensive knowledge of various loan documents and fluency with their content.
  • Prepare all appropriate loan documentation for commercial loans, SBA loans, letters of credit, and other complex loans using Laser Pro software, ensuring adherence to lending regulations, compliance, applicable laws, and the bank's Commercial Banking Policy.
  • Prepare Change-in-Terms documentation using Laser Pro software.
    Review approved loan packages for completeness and policy conformity.
  • Coordinate with legal counsel or bankers to prepare documents requiring specific legal language.
  • Resolve and clarify outstanding documentation issues promptly.
    Communicate deficiencies or exceptions to bankers and assist with necessary corrections.
  • Conduct stock verifications to ensure accurate collateralization for loans.
  • File new UCC financing statements and amend existing ones as needed.
  • Ensure timely delivery of accurate loan documents through effective communication with bankers and associates.
  • Book commercial, commercial real estate, and residential mortgage loans onto the Fiserv Signature core banking system, preparing related general ledger or funding entries.
  • Fund loans and prepare applicable accounting entries.
  • Review boarding data to ensure complete and accurate documentation.
    Process, review, and board general obligation debt and Texas Permanent School Fund insured bonds.
  • Assist with the funding, maintenance, and servicing of participation loans, including coordination of funding, payments, and monitoring notices.
  • Provide backup for documentation preparation and boarding of consumer and consumer real estate loans.
  • Assist with testing systems when updates are released or when new products, regulations, and policies are introduced.
  • Identify and resolve or escalate complex problems with minimal guidance.
  • Prioritize workload based on loan demand to meet service level agreements and regulatory requirements.
  • Ensure procedural manuals and samples are regularly updated with detailed instructions.
  • Provide input on procedural changes and other issues to the Loan Documentation Manager.
  • Assist with cross-training and coaching other staff members.
  • Contribute to the development of new techniques and processes to improve the loan documentation function.
  • Stay abreast of changes in bank policies, laws, and regulations, recommending procedural changes to management.
  • Participate in enterprise initiatives related to new products, services, or systems.
    Serve as a primary resource for commercial loan documentation-related questions. .
    Demonstrate accountability, ethical behavior, results orientation, trustworthiness, and credibility.
  • Exhibit a positive attitude and flexibility, with a "can do" approach.
  • Perform other duties as assigned and assist others in the department as needed.
  • This position may require travel within the Bank's geographic area.
Experience & Education:
  • Minimum of 6 years of experience in commercial and/or real estate documentation.
  • Demonstrated experience in booking loans on a bank core banking system.
  • Advanced understanding of financial information and lending regulations.
  • Strong knowledge of business processes, systems, and tools used in lending.
  • Experience working with participations and tax-exempt loans.
  • High School Diploma required, bachelor's degreepreferred.
  • Minimum of 4 years of proven LaserPro loan documentation experience.
  • Minimum of 4 years of experience using a core loan servicing system (preferably Fiserv Signature).
Skills & Qualifications:
  • Strong understanding of loan documentation requirements for commercial and commercial real estate loans and knowledge of legal requirements for commercial and CRE loans.
  • Excellent professional written and verbal communication skills.
  • Strong organizational, time management, prioritization, problem-solving, and decision-making skills.
  • Demonstrated ability to build relationships across operations and lines of business.
  • Excellent customer service skills and ability to communicate with employees at all levels.
  • Ability to handle heavy volumes of work under pressure in a deadline-driven environment.
  • Self-starter with strong initiative and the ability to work independently with little supervision.
  • Proficiency with Microsoft Word, Excel, and Outlook.
Other Requirements:
  • Flexibility and willingness to adapt to changing duties.
  • Commitment to maintaining a high level of accuracy in work performed.
  • Ability to provide value-added perspectives and advice to improve processes.
  • Requires the ability to lift, carry, push, pull weights or otherwise move objects weighing as much as10 lbs. on a regular basis and/or for extended periods of time during the workday.
  • Occasional overtime or extended hours may be required.
We're a culture that offers resources to benefit youroverall health and well-being:
  • Employee Impact Groups
  • Career Development and Mentorship Programs
  • Generous paid time off, minimum 4 weeks
  • Employee recognition, awards, and events
  • Free vision insurance
  • Retirement matching
  • Tuition reimbursement

This job description is notdesigned to be a comprehensive listing of duties, responsibilities, oractivities that are required for this job. Duties, responsibilities, andactivities may change at any time with or without notice.
Broadway Bankis proud to be an Equal Opportunity and Affirmative Action Employer. BroadwayBank is a drug-free and tobacco-free workplace, with a nicotine-free hiringpolicy. All qualified applicants will receive considerationfor employment without regard to race, color, ethnicity, religion, sex, sexualorientation, gender identity, national origin, disability, protected veteranstatus, genetic data or other legally protected status.

Member FDIC