Commercial Loan Operations Specialist Lead

United States·Charlotte,Jacksonville,New YorkNormallead

OperationsOperations Specialist

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Quick Summary

Overview

Commercial Loan Operations Specialist LeadThe Commercial Loan Operations Specialist Lead provides operational support for an array of banking commercial products. Under limited supervision,

Technical Tools

OperationsOperations Specialist

Responsibilities

~1 min read

→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

~1 min read

5+ years of experience servicing Asset-Backed Finance (ABF) and/or Commercial Loan portfolios.
Advanced proficiency in Microsoft Excel, including the ability to create and maintain complex formulas, PivotTables, lookup functions (VLOOKUP/XLOOKUP), conditional formatting, and data validation tools.
Demonstrated experience calculating interest accruals and analyzing, reconciling, and managing large data sets with a high degree of accuracy.
Proven ability to process and manage loan transactions, including advances, repayments, and disbursements, while ensuring accurate loan booking and documentation.
Strong analytical, organizational, and problem-solving skills with exceptional attention to detail.

Prior experience with the FIS Commercial Loan Servicing System (also known as ACBS).
Experience leading end-to-end servicing activities for complex Commercial, Asset-Backed Finance (ABF), and Commercial Real Estate (CRE) loan portfolios, including bilateral, syndicated, and participated loan structures.