Commercial Loan Operations Team Lead

2 weeks ago


Charlotte, North Carolina, United States EverBank NA Full time

Job Overview
The Lead Specialist in Commercial Loan Operations is responsible for delivering operational support across a diverse range of commercial banking products.

This position operates under minimal supervision, engaging in projects and initiatives related to commercial operations by managing data entry processes, ensuring quality control, preparing client statements, and identifying discrepancies.

The role involves addressing escalated reporting challenges and diligently working to uphold the precision of the organization’s commercial loan management system.

Key Responsibilities

  • Oversee the processing of commercial banking transactions, including loans, letters of credit, and guarantees.
  • Guarantee the accuracy, quality, and completeness of data entries from loan applications and associated documentation into the commercial loan management system.
  • Assist in the preparation of client statements and conduct reconciliation and investigation efforts as necessary.
  • Retrieve and supply information regarding existing loans to clients upon request.
  • Ensure adherence to best practices for resolving discrepancies in transactions.
  • Identify and rectify erroneous transactions, escalating significant issues to senior management for resolution.
  • Provide training, delegate tasks, and review the work of junior team members to ensure high-quality service delivery.

Educational Requirements
University Degree

Preferred Work Experience
5+ Years Required; 7+ Years Preferred

Physical Requirements
Sedentary Work

Career Level
8IC

Additional Information
This position manages daily loan servicing for various business lines, including Asset Backed Finance (ABF) and Structured Real Estate (SRE).

Hybrid work model includes a minimum of four days in the office with one flexible remote workday.

Company Overview
EverBank provides comprehensive banking services to both consumer and commercial clients through multiple channels, including online and mobile platforms.

Benefits Summary
EverBank is dedicated to the well-being of its employees, offering a robust Total Rewards package that aligns with the position and job-related qualifications. The organization strives to provide competitive wages and superior benefits, including health, wellness, and work-life offerings.

EverBank is an equal opportunity employer, committed to maintaining a workplace free from bias and discrimination.



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