Lead Specialist in Commercial Loan Operations

2 weeks ago


Charlotte, North Carolina, United States EverBank NA Full time

Job Title: Lead Specialist in Commercial Loan Operations

Overview: The Lead Specialist in Commercial Loan Operations plays a crucial role in delivering operational support for a diverse range of commercial banking products.

This position operates under minimal supervision, engaging in projects and initiatives related to commercial operations. Responsibilities include coordinating data entry processes, ensuring quality control, preparing client statements, and identifying errors.

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.
  • Provide clients with information regarding existing loans 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.
  • Mentor, delegate tasks, and review the work of junior team members to ensure high-quality service delivery.

Educational Requirements: Bachelor's Degree preferred.

Experience: A minimum of 5 years of relevant experience is required; 7 years is preferred.

Physical Requirements: Sedentary work.

Career Level: 8IC

Additional Information: This role involves managing daily loan servicing across multiple business lines, including Asset Backed Finance (ABF) and Structured Real Estate (SRE). A hybrid work model is available, allowing for a flexible work schedule.

Company Overview: EverBank is dedicated to providing comprehensive banking services to both consumer and commercial clients through various channels, including online and mobile platforms.

Benefits Summary: EverBank offers a robust Total Rewards package that reflects the position's responsibilities and the qualifications of the individual. The organization is committed to competitive compensation and comprehensive benefits that support the physical, emotional, and financial well-being of its associates.

Equal Opportunity Statement: EverBank is an equal opportunity employer, fostering a work environment free from bias and discrimination. All qualified applicants will be considered for employment regardless of protected characteristics.



  • Charlotte, North Carolina, United States EverBank NA Full time

    Job OverviewThe 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...


  • Charlotte, North Carolina, United States Sumitomo Mitsui Banking Corp Full time

    Job SummarySumitomo Mitsui Banking Corp. is seeking a highly skilled Commercial Loan Operations Specialist to join our team. As a key member of our lending operations, you will be responsible for performing operational processing and support to commercial lending, focused on monitoring and servicing commercial and business loan transactions.Key...


  • Charlotte, North Carolina, United States EverBank NA Full time

    Job OverviewLead Specialist in Commercial Loan OperationsThe Lead Specialist in Commercial Loan Operations plays a crucial role in delivering operational support for a diverse range of commercial banking products. This position operates with a degree of autonomy, managing projects and initiatives related to commercial operations, which includes overseeing...


  • Charlotte, North Carolina, United States EverBank NA Full time

    Job Title: Commercial Loan Operations Specialist Lead Overview: The Commercial Loan Operations Specialist Lead is responsible for delivering operational assistance across a variety of commercial banking products. Role Summary: This position operates under minimal supervision, engaging in projects and initiatives related to commercial operations. The role...


  • Charlotte, North Carolina, United States AppleOne Full time

    Job Description**Commercial Loan Servicing Specialist Role Overview**We are seeking a highly skilled Commercial Loan Servicing Specialist to join our team at AppleOne. As a key member of our commercial lending fulfillment team, you will be responsible for executing covenant compliance requests, managing and reconciling requests across multiple team...


  • Charlotte, North Carolina, United States Calculated Hire Full time

    Job Summary:Calculated Hire is seeking a highly skilled Commercial Loan Servicing Representative II to join our team. As a key member of our financial services organization, you will play a critical role in supporting the commercial lending fulfillment team.Key Responsibilities:Support the execution of covenant compliance requests, ensuring timely and...


  • Charlotte, North Carolina, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity A well-known Financial Services Company is looking for a Commercial Loan Specialist in Charlotte, NC (Hybrid).Work with the brightest minds at one of the largest financial institutions in the world. This is a long-term contract opportunity that includes a competitive benefit package Our client has been around for...


  • Charlotte, North Carolina, United States Collabera Full time

    Job OverviewWe are seeking a skilled Loan Processing Specialist to join our dynamic team. This role is essential for managing high-volume loan processing tasks effectively.Key Responsibilities:Initial training period of two months, followed by a focus on high production volume for loan index conversion.Efficiently manage the movement of loans within our...


  • Charlotte, North Carolina, United States Collabera Full time

    Immediate Opportunity for Loan Processing SpecialistPosition Overview: We are seeking a dedicated Loan Processing Specialist to join our team at Collabera. This role involves a comprehensive training period followed by a focus on high-volume loan processing tasks.Key Responsibilities:Engage in a structured training program during the initial phase of...


  • Charlotte, North Carolina, United States First Citizens Full time

    OverviewThis position operates in a hybrid environment, requiring regular engagement both within the office and remotely.The Senior Commercial Underwriter spearheads underwriting initiatives by managing commercial portfolios with a high degree of expertise and complexity. This role provides critical support to the commercial lending team, offering insights...


  • Charlotte, North Carolina, United States Collabera Full time

    Job OverviewCollabera is seeking a skilled Loan Operations Specialist to join our team. As a key member of our operations team, you will be responsible for providing standard reporting and analytical support, as well as analyzing and resolving moderately complex operations problems and initiatives.Key Responsibilities:Follow established written procedures...


  • Charlotte, North Carolina, United States Bank of America Full time

    Loan Servicing Specialist II - Global OperationsLocation: Charlotte, North CarolinaPosition Overview:At Bank of America, our mission is to enhance financial lives through meaningful connections. We prioritize Responsible Growth, which is integral to our operations and how we serve our clients, colleagues, communities, and shareholders.We are committed to...


  • Charlotte, North Carolina, United States Adecco Full time

    About the RoleAdecco is seeking a highly skilled Syndicated Loan Operations Specialist to join our dynamic team. As a key member of our operations team, you will play a pivotal role in the smooth functioning of our global markets loan operations.Key ResponsibilitiesDocumentation and Settlement: Confirm loan documentation for accurate trade settlements,...


  • Charlotte, North Carolina, United States Collabera Full time

    Job OverviewPosition: Loan Processing SpecialistLocation: Charlotte, NCContract Duration: 12 months | OnsiteCompensation: $28/Hr. to $30/Hr.Role ResponsibilitiesThe Loan Processing Specialist will be responsible for the following:Ensuring the accuracy of loan documentation for effective trade settlements.Verifying loan commitments, interest disbursements,...


  • Charlotte, North Carolina, United States Churchill Real Estate Full time

    Position Summary:As a vital member of the Operations team at Churchill Real Estate, the Mortgage Loan Specialist plays a crucial role in overseeing the entire loan lifecycle, from initial application through to successful closing. This position requires meticulous management of loan documentation, ensuring accuracy and completeness while upholding...


  • Charlotte, North Carolina, United States Collabera Full time

    Home Search Jobs Job Description Mortgage Operations Associate Contract Type: Temporary Compensation: $28.00 Per Hour Job Overview: We are seeking a detail-oriented Mortgage Operations Associate to join our team. This role involves a high volume of loan processing and requires strong analytical skills. Key Responsibilities: Initial training period of...


  • Charlotte, North Carolina, United States Collabera Full time

    Home Search Jobs Job Description Mortgage Operations Associate Contract Type: Temporary Location: Charlotte, North Carolina, US Compensation: $28.00 Per Hour Job Overview: We are seeking a dedicated Mortgage Operations Associate to join our team. This role is essential for managing high-volume loan processing and ensuring efficient workflow within our...


  • Charlotte, North Carolina, United States Collabera Full time

    Home Search Jobs Job Description Mortgage Operations Associate Contract Type: Temporary Location: Charlotte, North Carolina, US Compensation: $28.00 Per Hour Job Overview: We are seeking a dedicated Mortgage Operations Associate to join our team. This role is crucial for managing high-volume loan processing tasks efficiently. Key...


  • Charlotte, North Carolina, United States Wells Fargo Full time

    Position OverviewThe Loan Closing Specialist plays a crucial role in the loan closing process, addressing moderately complex challenges and operational responsibilities.Key ResponsibilitiesAssist in the loan closing functional area by managing various operational tasks.Identify opportunities for process enhancements and contribute innovative ideas to improve...


  • Charlotte, North Carolina, United States First Citizens Bank Full time

    Job DescriptionOverviewFirst Citizens Bank is seeking a highly motivated and experienced Sales Support Specialist to join our team. As a key member of our Commercial Lending team, you will be responsible for providing exceptional sales support to our lenders, identifying sales and cross-sell opportunities, and ensuring the accuracy of loan...