Red Envelope Consulting · 4 weeks ago
Loan Operations Specialist - Commercial Lending
Red Envelope Consulting is seeking a Loan Operations Specialist to support the operational aspects of commercial lending. The role involves ensuring accuracy and adherence to standards throughout the loan lifecycle, while managing multiple priorities in a fast-paced environment.
ConsultingHuman ResourcesOutsourcingTraining
Responsibilities
Process new loans from approval to closing
Prepare and email mail vote for WIF Board/Executive Committee
Add to Loans in Process list and Mail Vote list
Prepare and send Instruction Letters to title company and/or attorney
Prepare loan documents (Laser Pro)
Review documents using loan checklist
Review credit files, loan proposals or commitment letters, loan approvals, church/District approvals, loan checklists, loan documents, and any other related documents in preparation for closing to ensure approval conditions were met and file completeness
Communicate with churches, title companies and attorneys (phone and email)
Set-up loan closing and hand off all required documents to the Loan Funding Manager for wiring of funds and booking loans to the organization’s Core system
Scan and index all loan documentation
Assist with the ongoing monitoring and management of loan collateral and security, including but not limited to insurance coverage, UCC filings, preparation and/or review of partial mortgage releases, satisfaction of mortgages, and sending ‘paid in full’ documents to churches
All other duties, requirements and responsibilities as assigned by the President, Chief Lending Officer, and/or Director of Loan Operations
Qualification
Required
3+ years of commercial and/or church loan operation experience
Superior attention to detail and accuracy
Good written, verbal, and interpersonal communication skills
Flexible and able to work on multiple projects simultaneously and timely
Service-oriented and team-oriented
Enjoys and actively participates in a fast-paced environment
Proficient in Microsoft Office
Professes Jesus Christ as Lord and Savior
Pursues personal spiritual growth and connection within a local church
Preferred
Commercial and/or church loan operation experience preferred