Commercial Loan Operations Specialist Lead (Life Lending)
Apply NowCompany: EverBank Financial
Location: Irvine, CA 92620
Description:
Commercial Loan Operations Specialist Lead
The Commercial Loan Operations Specialist Lead provides operational support for an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by coordinating data input processes, quality control, client statement preparations and error identification. This job solves escalated reporting issues and consistently works to maintain the accuracy of the company's commercial loan management system.
Key Responsibilities and Duties
Career Level
8IC
Additional Job Description
This role is located on the Commercial Operations team and will service loans for our Life Lending business.
Preferred Qualifications
Hybrid work is a minimum of four days a week, one flexible day for remote work.
Posting End Date: 03/27/24
The Commercial Loan Operations Specialist Lead provides operational support for an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by coordinating data input processes, quality control, client statement preparations and error identification. This job solves escalated reporting issues and consistently works to maintain the accuracy of the company's commercial loan management system.
Key Responsibilities and Duties
- Coordinates processing of commercial banking operations such as loans, letters of credit and banking guarantees.
- Ensures accuracy, quality and completeness of data inputs from loan applications and related documentation into a commercial loan management system.
- Supports preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.
- Retrieves and provides information on existing loans to clients as requested.
- Ensures best practices for resolving out-of-balance transactions are followed.
- Identifies and corrects erroneous transactions and reports major issues to senior colleagues for issue resolution.
- Trains, delegates and reviews work of junior colleagues to ensure high quality delivery of services and products.
- University (Degree) Preferred
- 5+ Years Required; 7+ Years Preferred
- Physical Requirements: Sedentary Work
Career Level
8IC
Additional Job Description
This role is located on the Commercial Operations team and will service loans for our Life Lending business.
Preferred Qualifications
- 5+ years of commercial servicing and operations experience
- Life Insurance knowledge
- Excel experience
- Experience with lending software (ex. IBS or CLS)
- Excellent analytical and communication skills
- Strong attention to detail & organizational skills
- Ability to work in a fast paced environment
Hybrid work is a minimum of four days a week, one flexible day for remote work.
Posting End Date: 03/27/24