Commercial Loan Operations Specialist Lead

2 days ago


Charlotte, North Carolina, United States EverBank Full time
Job Summary

The Commercial Loan Operations Specialist Lead is responsible for providing operational support for commercial banking products. This role works on projects and prospects associated with commercial operations by coordinating data input processes, quality control, client statement preparations, and error identification.

Key Responsibilities
  • Coordinates processing of commercial banking operations such as loans, letters of credit, and banking guarantees.
  • Ensures accuracy, quality, and completeness of data inputs from loan applications and related documentation into a commercial loan management system.
  • Supports preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.
  • Retrieves and provides information on existing loans to clients as requested.
  • Ensures best practices for resolving out-of-balance transactions are followed.
  • Identifies and corrects erroneous transactions and reports major issues to senior colleagues for issue resolution.
  • Trains, delegates, and reviews work of junior colleagues to ensure high-quality delivery of services and products.
Requirements
  • University degree preferred.
  • 5+ years of experience in commercial loan operations required; 7+ years preferred.
Preferred Qualifications
  • 5+ years of diverse C&I loan servicing experience and in-depth knowledge of associated loan documentation.
  • Significant, demonstrable experience related to appropriate servicing system data entries needed to properly align servicing system financial processing outcomes to the intended financial structure of the loan.
  • Experience with systems used to service C&I loans, FIS servicing systems desired but not required.
About EverBank

EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

Benefits

EverBank is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills, and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.



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