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Years of Experience
Date Last Verified
Loan Setup Specialist - Commercial Real Estate The candidate will provide support to teammates of their assigned unit within the Investor Servicing Group, a function of the Cohen Financial Division of SunTrust Bank. Will monitor, review and analyze a variety of loan level documents and reports related to commercial real estate assets within the Loan Administration area. Deliver the highest level of service to investors, borrowers, and vendors while ensuring compliance with government regulations and/or SunTrust policy. Perform full loan setup for new and seasoned loans to the system. This includes reviewing documentation, abstracting information, comparing to multiple sources and loading to the system. Review/update system to integrate changes required by loan modifications/extensions or other major changes in loan terms/loan mechanics. Perform â€œpeerâ€ quality control reviews (on loans boarded by someone else) in conjunction with ISG management. Perform document import/indexing of electronic and paper loan files for assigned loans. Assist with coordination/review of the document imaging process for assigned projects. Work closely with portfolio service team and management to utilize contractual obligations, and other client needs and requirements as business rules/guidelines. Assist with research and/or instruct payment processing for funds associated with the transfer of servicing.
Qualification and Experience
The candidate should have high School degree or equivalent related work experience. Strong organizational skill is essential. Professional written and verbal communication skill is essential. Good customer service skills and the ability to forge relationships is essential. Strong PC skills, including a demonstrated ability with Microsoft Office applications is essential. Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience is essential. 2 year degree or academic achievement in Real Estate, Law, Finance or Management is preferred. Experience in Commercial Real Estate title, escrow, closing and/or paralegal experience is preferred. Prior CRE loan servicing, financial services operations and/or mortgage or insurance experience is preferred. Experience with Enterprise LMS servicing platform or other Commercial Loan Servicing System is preferred.
Job ID :W449636
Company infoHiring Coordinator