Lending Specialist IV
Responsibilities:
• Oversee the progression of lending transactions by coordinating with Relationship Managers and internal partners to keep deals moving efficiently toward closing.
• Organize and examine closing packages, due diligence materials, insurance documentation, and related records to support complete and compliant loan files.
• Facilitate transaction execution by identifying issues early, escalating concerns when needed, and helping implement practical solutions that address operational and risk considerations.
• Request, track, and assemble required file documentation, including supplemental materials needed to finalize loan processing and closing activities.
• Work closely with servicing, closing, and operations teams to support accurate loan boarding, accrual handling, reconciliations, and daily cash activity.
• Coordinate initial funding at closing and monitor ongoing loan events such as advances, payments, and payoffs to ensure timely and accurate processing.
• Perform detailed reviews of loan documents to confirm completeness and accuracy before closing, and complete closing activities when assigned.
• Maintain clear communication with lenders and internal stakeholders regarding outstanding items, documentation gaps, and issues that could affect closing timelines.
Qualifications:
• High school diploma or equivalent required.• Up to 7 years of experience in a Lending Assistant, Loan Processor, or similar loan administration role.
• Strong verbal and written communication skills with the ability to collaborate effectively across teams and with external parties.
• Demonstrated ability to uphold policies, procedures, and process requirements in a fast-paced environment.
• Proficiency with Microsoft Office applications and strong overall computer skills, including experience with loan or banking platforms such as core systems and nCino.
• Excellent organizational, customer service, data entry, and time management skills with the ability to handle multiple priorities under strict deadlines.
• Experience reviewing documentation and supporting loan closing activities with a high level of accuracy and attention to detail.
• Familiarity with Commercial Real Estate and Commercial & Industrial loan documentation is preferred.
Compensation
$40.00-$80.00 HourlyAbout Us
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
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