Commercial Loan Operations Specialist LeadThe Commercial Loan Operations Specialist Lead provides operational support for an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by coordinating data input processes, quality control, client statement preparations and error identification. This job solves escalated reporting issues and consistently works to maintain the accuracy of the company's commercial loan management system.Key Responsibilities and Duties
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.
Educational Requirements
University (Degree) Preferred
Work Experience
5+ Years Required; 7+ Years Preferred
Physical Requirements
Physical Requirements: Sedentary Work
Career Level8ICThis role will be responsible for the boarding and servicing of commercial loans in the Commercial & Industrial (C&I) space focusing on working capital lines of credit, equipment finance, commercial real estate, public finance Loans, commercial loans, industrial loans & agricultural loans.
Responsible for performing a comprehensive review of legal and other booking/boarding documents prior to boarding.
Responsible for accurately boarding new loans in Loan Servicing System
Responsible for accurately performing advances, disbursements, and other servicing activities through duration of loan.
Preferred Qualifications
5+ years of diverse C&I loan servicing experience and in-depth, expert knowledge of associated loan documentation.
Significant, demonstrable experience related to appropriate servicing system data entries needed to properly align servicing system financial processing outcomes to the intended financial structure of the loan.
Experience with systems used to service C&I loans. FIS servicing systems desired but not required.
Posting End Date: 01/27/2025Job Seeker NoticeEverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.VEVRAA Federal ContractorMember FDICNotice to Job Seekers (https://everbank.com/about/careers/notice-to-job-seekers)Pay Range $96,300 - $130,300EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.
