Working for various financial institutions such as credit unions, mortgage companies, commercial banks, and other types, the Commercial Loan Specialist Resume indicates the following duties and tasks – taking responsibility for supervising tellers and other loan officers; overseeing and double-checking loan paperwork; evaluating loan applications, verifying information provided on the application; reviewing credit information and finding all possible financial assets; approving loans and providing information to the business about the applicants; supervising loan administrators, and following up on approved loans, and taking action on borrowers who fail to make payment.
Financial institutions look for specialists with the following skills and experience – good with numbers; strong grasp of mathematics; customer service skills; the ability to apply mathematical formulas to determine if the company can pay the requested loan amount; leadership skills; and attention to details. Most of these roles demand a bachelor’s degree in finance.
Summary : A finance professional with experience in retail bank customer service, consumer and commercial loan processing as well as underwriting, bookkeeping, and administration. Have the ability to work with a team as well as independently. Able to multi-task when numerous functions need to be completed simultaneously.
Skills : Proficient In Microsoft Office, Outlook, Lotus Notes, Virtual File Management, portal, CLCS, ACBS, SHAW, And Provenir Management Software.
Description :
Daily reconciled of GL's to the system.
Monthly reconciled of GL's to the system.
Daily maintained of closed loan report.
Daily maintened of officer codes, cost center, and customer's addresses.
Final verified of loans.
Worked with other branches' requests, like researching in Oracle or help them with problems regarding reconciliation with their GL.
Helped other employees resolved their ticket entries to balance.
Verified of wires in and out of the company.
Experience
10+ Years
Level
Senior
Education
BS in Accounting
Commercial Loan Specialist Resume
Summary : A Professional Executive Assistant with superior customer service experience Advanced Microsoft Office skills and proficient on both Mac and Windows Platforms Able to multiple tasks thoroughly and efficiently Over 28 years of confidential, fast-paced environments.
Skills : Advanced Microsoft Office, Data Management, Team Player.
Description :
Reviewed financial statements of bank serviced loans by comparing present with previous statements to determine trends in financial conditions.
Specialized experience equivalent with a GS-11 grade level in federal service working with complex components of financial, to interpret and develop conclusions from financial statements, and other related materials.
Analyzed loan applications and related financial documents; make size determinations and determine the eligibility of the applicant.
Analyzed the applicant's credit and assess financial conditions; prepare comprehensive loan officer reports summarizing loan requests for legal determination; establish the terms and conditions of the loan; make a recommendation on complicated ARC and Express loans in regards to liquidation, Eligibility, and Offer in Compromise of loans.
Responded to oral and written requests from banks and borrowers and other financial institutions concerning payments, interest rates, loan balances, terms and conditions, and other credit information.
Processed incoming purchase request packages, including composing a transaction record recommending the guaranty to the approver.
Made recommendations on transferring case files into liquidation and initiates correspondence to CDC to transfer case files as necessary and prepares reports to effectuate the transfer.
Analyzed & evaluated transcripts of accounts, loan notes, and credit memorandums to determine eligibility, payment history, interest rate, and principal payments.
Experience
10+ Years
Level
Senior
Education
BS in Business Administration
Commercial Loan Specialist Resume
Summary : Expertise in customer service and communication. Results-oriented with a keen eye for detail and customer satisfaction.
Analyzed financial statements and other items germane to the loan applicant's payment ability Review commercial loan applications for completeness and conformance.
Reviewed legal instruments and documents for completeness and compliance.
Reviewed and scored grant applications for the USDA grant programs.
Made recommendations for grant approval to the National Office for funding.
Conducted site visits.
Recommended appropriate servicing actions such as subordination, debt settlements, and foreclosure.
Answered specialized questions on loan and grant programs.
Developed outreach and marketing strategic plans.
Experience
7-10 Years
Level
Management
Education
BS in Business Education
Commercial Loan Specialist Resume
Summary : Seeking to obtain a challenging position in Accounting, Financial Banking, or a related field. Customer-focused and strong communicator with the ability to effectively interact with others. Quick learner with management potential.
Skills : Exceptional Customer Service, Data Entry, Extremely Organized, Quick And Willing To Learn New Tasks.
Description :
Responsible for processing commercial loans straight from the loan officer including communicating with underwriters, appraisers, and title companies completing loans in laser pro and salesforce.
Processed commercial and secondary market mortgage loans.
Communicated with underwriters, appraisers, and title companies as well as excellent detail and document management.
Followed through with the loan to close, including ordering titles, credit reports, appraisals, insurance, and ensuring realtors, attorneys, and title companies are all on the same page.
Funding loan closings to the title company, including cutting checks and sending wires.
Part of the loan compliance team ensuring state and federal regulations are met and working directly with auditors and examiners to ensure accuracy and completion of documents.
Daily used of systems such as Mortgage Bot, Laser Pro, and Salesforce.
Reviewed and approved titles and perform concurrences, appraisal reviews, and in-house valuations for portfolio loans.
Experience
10+ Years
Level
Senior
Education
BS in Math & General Education
Commercial Loan Specialist Resume
Summary : Innovative manager possessing commercial banking skills to lead all aspects of loan closing functions. Leader of a diverse team of highly experienced and motivated teammates.
Skills : Active Listening, Speaking, Accounting, Critical Thinking.
Description :
Reviewed and processed new commercial loans and payments.
Conducted 100% audits of transactions for accuracy post-booking.
Served as a member of the bank's merger and acquisition team.
Performed as the subject matter expert for the Shaw CL2000 conversion.
Processed all commercial loan transactions for the region.
Reviewed all transactions post-booking.
Conducted technical reviews with operations to establish a process to determine the source of errors.
Performed as subject matter expert on the merger and acquisition team to reconcile and transition.
Experience
10+ Years
Level
Senior
Education
Principles of Banking
Commercial Loan Specialist Resume
Headline : Commercial Loan Specialist is responsible for providing loans to customers in accordance with the bank’s loan policy and procedures. This includes qualifying applicants, collecting and analyzing information, and providing information to management.
Skills : Windows, Director Client, Skype For Business 2016, Navigator For Premier 9, Microsoft Office Communicator 2007, Outlook 2016, Powerpoint 2016, Internet Explorer, Excel 2016, Access 2016, Quickbooks, Windows Fax & Scan.
Description :
Assisted clients, business bankers, and attorneys with loan closings on Commercial, Small Business Administration, and Participation loans.
Called customers regarding any past due payments on commercial accounts.
Updated and performed maintenance on loan accounts using various database systems.
Posted payments for commercial customers via checks, general ledgers, and wire transfers.
Balanced general ledgers daily to ensure proper allocation of financial data.
Ran daily reports and sent documents to appropriate departments for review.
Assisted with opening and placing incoming mail into proper departmental areas.
Answered calls from internal clients regarding commercial loan accounts.
Experience
5-7 Years
Level
Executive
Education
AAS in Business Administration
Commercial Loan Specialist Resume
Objective : Experienced business program and project account management professional with a proven track record in a diverse array of venues. Demonstrated skills in customer service and sales. Expertise in accounting including accounts payable, accounts receivable, purchasing, payroll, taxes, general ledger reconciliations, and employee benefits.
Skills : Microsoft Office, Quickbooks, Peachtree, ADP Payroll, ADP, Computer, Business Analysis.
Description :
Charged with verifying and examining loan applications and closing documents.
Analyzed borrower documentation for compliance with underwriting guidelines.
Assembled and compiled title abstracts, insurance certificates, and tax receipts for closings.
Reviewed title reports, exceptions, and legal descriptions, verifying all encumbrances.
Prepared closing and legal documents, letters, government notices, and checks.
Calculated, reviewed, and corrected interest, principal, payment, and closing costs on files.
Trained new closers in procedures, checklists, and financial accuracy.
Regarded as SME for clearing exceptions from Title commitments.
Experience
2-5 Years
Level
Junior
Education
BBA in Marketing and Management
Commercial Loan Specialist Resume
Objective : Seeking a Commercial Loan Specialist position that will utilize audit and customer service expertise to achieve company and personal goals. Seeking a position that requires reliability, trustworthiness, and a track record of operations success.
Skills : Microsoft Office, Data Mining, Interpersonal, Leadership, Problem Resolution, Motivated.
Description :
Reviewed, package, and fund incoming commercial loan impound disbursement requests.
Reviewed for compliance with release conditions.
Followed up with borrowers when incomplete documentation is submitted.
Prepared impound disbursement summaries for Asset and Relationship managers.
Ordered inspections and property reviews as required for funding purposes.
Assisted customers with information requests and payment submission protocol.
Assisted customers and train associates as required.
Experience
2-5 Years
Level
Junior
Education
BA in Political Science
Commercial Loan Specialist Resume
Objective : Accomplished professional with 10+ years of excellent customer service, document preparation, and team management paired with exceptional organization skills used in producing quality results in a fast-paced environment. A strong, resourceful candidate who will quickly become an asset to your company.
Skills : Microsoft Word/Excel, Customer Service, Interpersonal Skills.
Description :
Managed accounts for such high-end clients.
Processed daily transactions for Loan payments and forced placed insurance payments.
Responsible for monitoring hazard, Liability, and Flood Insurance for all CRE loans by working with a third party insurance servicer.
Protected the bank's interest by placing forced placed insurance coverage for cancellation policies.
Performed regular loan audits to endure all loans are functioning accurately according to loan documents and loan regulations.
Managed a non-performing real-estate secured portfolio of $40M by restructuring and resolving 60% of it within a period of 8 months.
Ensured compliance of non-performing loans by preparing credit proposals, quarterly reviews, site inspections, appraisal requests, and FAS114.
Experience
2-5 Years
Level
Junior
Education
Business
Commercial Loan Specialist Resume
Headline : Highly organized and self-motivated professional with a diverse knowledge of handling administrative tasks. Extensive experience in loans, commercial, and mortgage, with the ability to achieve results, seeking a position where skills will allow making valuable contributions to the company.
Skills : Customer Service, Insurance, Banking.
Description :
Handled telephone and written inquiries from inside customers (i.e.: Loan Officer, Underwriter, Administrative Assistant).
Researched and performed corrective measures to loans as needed.
Responsible for training new employees in the Research and Maintenance group.
Worked on a project to retrieve R/E Property Taxes that were inadvertently overpaid by the bank from the Cook County Assessor.
Serviced all lines of commercial, small business, private banking, and construction loans.
Maintained data integrity on all commercial and private banking loans from initial entry to pay off as well as quoting loan payoffs as requested by both internal and external customers.
Created positive customer relationships by addressing all questions and assisting with all issues regarding commercial, small business, private banking, and construction loans.
Processed financial transactions related to commercial and private banking loans including payment posting, monetary transfers, wire transfers, and all other related teller functions for the commercial lending and private banking departments.
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