As an Entry-Level Commercial Loan Specialist, you will play a key role in supporting the commercial lending team by assisting with client onboarding, document collection, and initial loan assessments. You’ll help maintain accurate records, provide updates to clients, and ensure all required paperwork is submitted correctly. This position is ideal for someone looking to start a career in commercial finance with full training provided and clear opportunities for advancement. Responsibilities: • Assist the commercial lending team by gathering and organizing client documentation efficiently. • Support client onboarding processes, ensuring a smooth and welcoming experience for new clients. • Conduct initial loan assessments, providing accurate and timely information to the team. • Maintain precise and up-to-date records, ensuring all data is easily accessible and secure. • Communicate effectively with clients, offering updates and addressing any inquiries promptly. • Ensure all required paperwork is submitted accurately and on time, minimizing delays. • Collaborate with team members to identify areas for process improvement and implement solutions together. Qualifications: • Experience in customer service or a related field, ensuring a client-first approach. • Ability to manage multiple tasks efficiently, maintaining high attention to detail. • Proven track record of effective communication, both written and verbal, with diverse audiences. • Familiarity with basic financial concepts, eager to learn more about commercial lending. • Proficiency in using standard office software, including word processors and spreadsheets. • Ability to work collaboratively within a team, contributing to a positive work environment. • Strong organizational skills, capable of maintaining accurate and secure records consistently. Compensation: $125,000 - $225,000 yearly
• Assist the commercial lending team by gathering and organizing client documentation efficiently. • Support client onboarding processes, ensuring a smooth and welcoming experience for new clients. • Conduct initial loan assessments, providing accurate and timely information to the team. • Maintain precise and up-to-date records, ensuring all data is easily accessible and secure. • Communicate effectively with clients, offering updates and addressing any inquiries promptly. • Ensure all required paperwork is submitted accurately and on time, minimizing delays. • Collaborate with team members to identify areas for process improvement and implement solutions together.