POSITION SUMMARY:
The Commercial Support Specialist assists, supports, and coordinates the required tasks needed in the administration and management of the Commercial Loan Portfolios. The role serves as an introduction to the Commercial Lending cycle to prepare an individual for advancement within the Commercial Lending department. The career path that is most likely for this role to advance to is of the Commercial Loan Assistant.
ESSENTIAL FUNCTIONS:
- Review credit approval and preliminary loan documents for completeness and accuracy prior to loan closing
- Assist with the completion of committee agendas, committee packets and committee minutes for designated region
- Assist with multiple tasks related to the Small Business Lending portfolio
- Assist Commercial customers with draws, transfers, wires, and loan payments with appropriate authorization
- Assist with monitoring of the commercial loan portfolio to ensure compliance with the terms agreed to by Bank and Borrower
- Send out periodic reports to the various lending groups and Credit Administration to assist with monitoring the performance of the various loans
EXPERIENCE AND KNOWLEDGE:
- Proven customer service skills
- Positive approach to problem solving
- Attention to detail
- Time management
- Knowledge of Word and Excel