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Lending Operations Specialist I The candidate will prepare legal documents for Business Banking, Commercial Banking, and Private Banking transactions using automated document prep system, and outside counselâ€™s documents. Will analyze loan approvals and ensure all documentation adheres to credit policy and regulatory requirements. Order, track, and review due diligence reports including flood certifications, appraisals, environmental reports, UCC searches, property searches and business entity verifications. Prepare instructional memos to assist Relationship Managers in successfully closing loans. Document the status of transactions in an online system to track specific transaction details. Meet turn time service level requirements. Must have High School or equivalent (GED) and 3+ years of proven bank, financial services and/or professional office operations experience. Associatesâ€™ Degree is preferred. Paralegal experience is desired. Proficiency with personal computers as well as pertinent spreadsheet and word processing software required. Real Estate and Title Insurance experience is preferred. Familiarity with SBA products is desired. Familiar with business terms an advantage.
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