Commercial Loan Processing Specialist I

Citizens Bank•Waukesha, WI

About The Position

The Commercial Loan Processing Specialist I is responsible for the preparation and accurate completion of commercial loan documents prior to loan closing. Providing support to the lending staff by assisting in the collection of customer financial documents, building initial credit presentations and obtaining pre-closing documentation. In addition, obtains the necessary information and requirements for preparing the loan documents, assembles and verifies the accuracy of loan documentation, ensures the loan requests meet all compliance and legal guidelines to ensure timely closing, and checks documents for proper vesting, legal descriptions, closing dates and signatures. Hours: Monday - Friday 8:15am-5pm 38-40 hours/week Hours may vary based on business needs.

Requirements

High School diploma or equivalent required.
1-3 years of Commercial Processing or Commercial Documentation experience
1+ years working with LaserPro
Experience with ordering Title, Appraisals, and Environments reports
Must be self-motivated and also work in a team environment
Excellent verbal and written communications skills for effective interactions with lenders to meet lending objectives and/or resolve problems
Regular, dependable attendance and flexibility in schedule when required
Ability to multitask, prioritize and organize workflow
Strong attention to detail and a high degree of accuracy
Must comply with applicable laws and regulations, including but not limited to, Anti-Money Laundering/Countering the Financing of Terrorism (AML/CFT Act) and the requirements of the Office of Foreign Assets Control. Additionally, all employees must follow policies and procedures to minimize risk by exercising good judgment, raising questions to management, and adhering to policy guidelines.

Responsibilities

Create credit presentations utilizing nCino, core, and information provided
Assist in managing a pipeline of loan requests ensuring deadlines are met.
Enter data into ServiceLink obtain flood certificate and follow compliance
Order appraisals, including entering information into Ascribe, or requesting from internal appraiser.
Order environmental reports and title following policy requirements
Complete internal forms to aid in lending compliance and moving loans through the commercial pipeline
Pull tax bills from county websites
Work with the lending officer to ensure that we have all the proper documentation needed to complete the file based on the product and the approval
Prepare all commercial loan documentation, utilizing our LOS systems – nCino and Laser Pro
Ensures appropriate approval and/or waivers and exceptions are obtained prior to closing
Quality control of origination documentation
Confirms closing statements and bank settlement statements are in balance with lender fees
Any other duties as assigned.