Calculated Hire
Commercial Loan Closing Specialist
Charlotte, NC – Hybrid (3 Days in, 2 Days remote)
About this role:
Calculated Hire is seeking a Commercial Loan Closing Specialist as part of the Vendor Finance Deal Closing Team within Commercial Banking Operations at our Fortune 100 Banking Client. This team onboards customers for Key Vendor partners by obtaining contract packages from the sales team. This includes validating onboarding information entered into the system of record, verifying payment information, and issuing the wires to the Vendor Partner.
In this role, you will:
Work pre-close documents for moderately complex to complex commercial lease/loans
Perform customer, lease/loan and regulatory diligence
Accurately evaluate and upload data into the systems of record
Ensure compliance with all bank policies, procedures and regulatory requirements
Review and prepare complex lease/loan documents
Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
Provide guidance and training to peers
Collaborate and consult with peers, colleagues and managers to resolve issues/achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Commercial loan documentation, preparation, or review experience
Vendor/Dealer leasing and/or secured lending finance experience
Ability to develop and manage business relationships
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Documentation creation and/or documentation review and funding experience
Experience reviewing control reports
Experience analyzing data
Knowledge and understanding of collateral perfection process
Experience with Siebel Originations System, InfoLease System or Lease Connect
Leadership skills including coaching, training, and mentoring
#J-18808-Ljbffr
Charlotte, NC – Hybrid (3 Days in, 2 Days remote)
About this role:
Calculated Hire is seeking a Commercial Loan Closing Specialist as part of the Vendor Finance Deal Closing Team within Commercial Banking Operations at our Fortune 100 Banking Client. This team onboards customers for Key Vendor partners by obtaining contract packages from the sales team. This includes validating onboarding information entered into the system of record, verifying payment information, and issuing the wires to the Vendor Partner.
In this role, you will:
Work pre-close documents for moderately complex to complex commercial lease/loans
Perform customer, lease/loan and regulatory diligence
Accurately evaluate and upload data into the systems of record
Ensure compliance with all bank policies, procedures and regulatory requirements
Review and prepare complex lease/loan documents
Work collaboratively with Credit, Sales and Legal regarding proper procedures and documentation requirements necessary to ensure accuracy with negotiated terms and ensure alignment with appropriate compliance standards
Provide guidance and training to peers
Collaborate and consult with peers, colleagues and managers to resolve issues/achieve goals
Interact with internal customers
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
2+ years of Commercial Loan Closing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Commercial loan documentation, preparation, or review experience
Vendor/Dealer leasing and/or secured lending finance experience
Ability to develop and manage business relationships
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Effective organizational, multi-tasking, and prioritizing skills
Excellent verbal, written, and interpersonal communication skills
Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
Documentation creation and/or documentation review and funding experience
Experience reviewing control reports
Experience analyzing data
Knowledge and understanding of collateral perfection process
Experience with Siebel Originations System, InfoLease System or Lease Connect
Leadership skills including coaching, training, and mentoring
#J-18808-Ljbffr