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Commercial Fulfillment Specialist The candidate will provide ongoing support of the commercial fulfillment process to ensure that established service levels are met and that the Perfect Client Experience (PCE) is provided. Will assist in identifying new and recurring risks related to the origination, closing, booking and funding of all Small Commercial, Commercial, Commercial Real Estate and Corporate loans for the Community Bank and other channels through a centralized processing environment. Utilize Bank systems to accurately prepare commercial loan documentation and facilitate loan closings and related activities. Lead communication with key commercial lending leadership, which includes, Market Presidents, Relationship Managers, Sales and Service Officers along with Credit Officers and Senior Loan Administrators, to ensure consistent application of the Bank's procedures and processes. Responsible for efficient delivery of services to internal and external clients for all related activities including, loan set-up, processing, closing, funding and post-closing functions. Support the commercial lending process by producing legal and supporting documentation required for closing, modification or renewal through timely and accurate input to internal systems. Manage documentation risk by ensuring documentation is in compliance with credit approval, secure a valid lien, and confirm that all pre-closing requirements are satisfied. Manage documentation quality to ensure it meets or exceeds Bank's exception rate goal by identifying required loan documentation for various loan types and pledged collateral, consistently monitor exception activity and provide timely follow-up and clearing of exceptions. Provide clear verbal and written communication to third parties, (e.g. attorneys, insurance agents), as needed. Facilitate external loan closings (e.g. attorney closing), process executed loan documentation for booking, accurately disburse loan proceeds, and submit completed loan packages to Loan Services in a timely manner. Provide superior service to internal clients by taking ownership of client needs and requests and following through to ensure timely and accurate resolution. Keep abreast of the financial services industry knowledge, standards and practices.
Qualification and Experience
The candidate should have High School diploma, or equivalent education and related training. Associate's degree or Bachelor's degree in Business-related field is preferred. Should preferably be a graduate of an accredited paralegal program and/or paralegal certification by the National Association of Legal Assistants (NALA), National Federation of Paralegal Associations (NFPA) or the American Alliance of Paralegals, Inc. (AAPI). Experience with commercial loan closing, document preparation and funding, or commercial lending support and/or credit administration support experience required. Knowledge of commercial loan documentation requirements in assigned states/regions needed. Should have ability to travel, occasionally overnight.
Ref. #: R0004095
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