Lending Specialist

Job description

Job Summary The Lending Specialist provides prompt quality customer service in addition to working in a team environment with other branch and regional lending personnel. Performs a wide range of services related to loan processing, documentation and loan portfolio management, which includes but not limited to preparing various loan worksheets and forms; entity documentation review; facilitation of loan documents signing; maintaining branch loan files; perfection of loan collateral; loan servicing/maintenance; ongoing monitoring of loan covenants; and resolving customer concerns. Essential Duties: · Participate in lending related meetings, training and collaboration including assisting the branch in business development planning - Review and scrutinize organizational/entity documentation for safety & soundness and CIP (Customer Identification Program) & CDD (Customer Due Diligence) compliance. - Verify and examine the accuracy of the information and supporting documentation provided during the loan application process - Initiate the ordering of appraisal reports, credit reports, UCC searches, and other due diligence information required for loan processing and underwriting - Prepar...