DescriptionApply today for the chance to join an exciting team making impactful change! Be part of a dynamic environment where your contributions are valued.
Job Summary: As a Loan Origination Specialist IV in the Bilateral Deal Setup & Funding Team you will enrich our loan systems with vital customer and facility details manage funding specifics and set up pricing rules repayment schedules and invoices.
Job Responsibilities:
- Complete assigned Deal Setup cases within designated service levels.
- Compare booking package documentation and closing checklists against internal systems and proposals.
- Enter customer facility and loan details into loan systems.
- Create PDF batch work for quality control and document repositories.
- Attest to and correct quality errors and service level breaches promptly.
- Communicate proactively with business partners regarding booking case status.
- Minimize credit and business risk by adhering to procedures compliance and bank policies.
- Participate in projects and working groups as needed.
Required Qualifications Capabilities and Skills:
- Successful completion of High Value Business Entitlements (HBVE) background checks.
- Proficiency in Microsoft Office applications.
- Ability to adapt to internal tracking and monitoring systems.
- Knowledge of loan documents or ability to learn legal terms quickly.
- Exceptional customer service skills with strong communication abilities.
- Ability to multitask prioritize workloads and work within tight service levels.
- Strong organizational and time management skills.
- Team-oriented with attention to detail and accuracy.
Preferred Qualifications Capabilities and Skills:
- Experience in loan operations or quality control within banking or financial services.
- Ability to maintain high performance in stressful situations and high-volume peaks.
- Creative problem-solving skills for process improvements.
Required Experience:
Unclear Seniority