Collateral & Documentation Specialist — Commercial Loans

Agility360; Phoenix (AZ); On-site; USD 50,000 - 70,000; Full time

Job summary

A financial services company is seeking a Commercial Loan Operations Specialist in Phoenix, AZ. The role involves reviewing loan documentation, communicating with customers about documentation gaps, and processing transactions. Ideal candidates will have a high school diploma, at least 3 years in loan administration or related fields, and strong communication skills. This position demands multitasking and a focus on customer service to assist with various loan types, ensuring compliance and operational excellence.

Qualifications

• 3 years of Loan Administration or related financial services experience.
• Entry level to intermediate knowledge of general banking operations.
• Proficient in communication, both speaking and listening.

Responsibilities

• Gather documentation and verify loan collateral.
• Review various types of loan documentation.
• Process loan transactions including advances and paydowns.

Skills

Strong communication skills

Multi-tasking

Customer service focus

Education

High School Diploma or equivalent

Tools

Collateral Tracking Application

Job description

A financial services company is seeking a Commercial Loan Operations Specialist in Phoenix, AZ. The role involves reviewing loan documentation, communicating with customers about documentation gaps, and processing transactions. Ideal candidates will have a high school diploma, at least 3 years in loan administration or related fields, and strong communication skills. This position demands multitasking and a focus on customer service to assist with various loan types, ensuring compliance and operational excellence.