Tradition Capital Bank · 9 hours ago
Senior Commercial Loan Booking Specialist
Edina, MN
Full-time
Onsite
Senior Level
$59K/yr - $88K/yr
5+ years expTradition Capital Bank is a financial institution focused on building strong relationships with clients. The Senior Commercial Loan Booking Specialist is responsible for complex loan documentation, booking, and servicing, ensuring compliance with policies and providing support to less experienced team members.
BankingFinanceFinancial Services
Responsibilities
Accurately inputs loan data into the core system and creates electronic credit file using the Bank’s imaging system
Builds ticklers in the core system to properly monitor documentation and ongoing reporting requirements
Perfects all collateral and performs post-close due diligence
Collaborates with Loan Operations, lending and credit teams to resolve any issues or questions identified, as needed
Collaborates with Loan Operations regarding daily report resolution, department reporting and client participations
Collaborates with Client Service Coordinators to complete pre-closing due diligence to ensure sufficient documentation is collected to inform assessment of loan risk; identifies and collaborates with lending team to resolve issues, as needed
May include reviewing title work, flood certifications, borrower organizational documentation and other collateral documentation
Demonstrates expertise and experience in reviewing and interpreting approved credit presentations in order to prepare consumer and commercial disclosures and closing documentation that meet loan requirements for the Bank’s most complex loans
May communicate with legal counsel who prepare documents and conduct loan documentation reviews
Accurately completes transactions including disbursement of funds, advances, payments, partial releases, payoffs, and ledger account balancing
Processes paid promissory Notes and issue mortgage Satisfaction and other collateral release documentation to conform to national compliance regulations
Performs complex file maintenance and updates Note ticklers
Manages the participation process for loans in their portfolio by building participants in the core system, running and balancing transactions, and communicating with participant banks
Partners with loan administration leaders, loan operations team and other loan administrators to ensure consistent processes and procedures are implemented across teams
Provides backup to fellow loan administrators, as needed
Works collaboratively across credit, lending and risk teams to identify opportunities for enhanced client service
Collaborates with training and resource manager to identify training needs
Qualification
Required
A role model for our core values: Do the Right Thing, Get Stuff Done (G.S.D), One Team, and Give Generously
Demonstrated commitment to timely, defect free and caring customer service
Able to perform at a high level in a fast-paced environment
Flexible to change in a growing organization
Proficient with Fiserv Navigator, Laser Pro, Microsoft Excel, Word and Outlook; strong technical ability
Possess the ability to meet critical deadlines
Excellent verbal and written communication skills
Demonstrate a high level of organization and attention to detail
Able to prioritize and manage multiple projects/tasks
Demonstrate a collaborative work style and respect for others
High level of customer service
Aptitude for problem-solving
Ability to read and interpret documentation such as operating and procedure manuals
Is accountable for demonstrating compliance with the Bank Secrecy Act, Privacy of Consumer Financial Information and all other federal and state rules and regulations as it pertains to their position at the bank
A degree from an accredited university or community college and 5-7 years of work experience in a related role, such as loan assistant, client service coordinator, credit analyst or loan operations specialist; or equivalent combination of education and experience
Benefits
Healthcare (medical with HSA, dental, and voluntary vision)
Short-term and long-term disability
Basic and voluntary life & AD&D insurance
EAP – Employee Assistance Program
Flexible spending accounts
401(k) with employer match; ability to purchase Bank stock through 401k
Paid time off & paid holidays
Family Care Reimbursement (up to $500 annually for 2025)
Wellness Time (up to 2 hours/week)
Keystone employee directed giving opportunities (annual Insight Trip opportunities, up to $500 for grants and double match dollars)
Company
Tradition Capital Bank
Tradition Capital Bank is a Banking Sector.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Joshua Essert - CISSP, GPEN
Chief Technology Officer
Josh Eifert
Chief Financial Officer
Recent News
Seattle TechFlash
2025-09-15
2025-01-07
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