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Commercial Loan Documentation Specialist

2 months ago

Cleveland, Ohio, United States Visron Technical Full time
Job Summary

Visron Technical is seeking a highly skilled Commercial Loan Documentation Specialist to join our team. As a key member of our operations team, you will be responsible for reviewing loan documentation for complex commercial loan clients and booking basic commercial loans.

Key Responsibilities
  • Review loan document packages to ensure all documents are present and accurate
  • Identify and cite loan exceptions to ensure effective communication of documentation issues
  • Interpret and book collateral associated with complex commercial loans
  • Book basic commercial loans, including lines for Letters of Credit and bought participations
  • Facilitate simple validation of borrowing entity and ensure accurate identification and indexing of task-related documents
  • Provide excellent customer service and answer customer inquiries
  • Prioritize work for self and team and be committed to continuous improvement
Requirements
  • 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
  • Proven strong customer service skills and work ethic
  • Proven analytical skills
  • Open-minded and adaptable to new ideas in a changing environment