Commercial Lending Support Specialist

United Community Banks Inc.; Tampa (FL); Hybrid; USD 34,000 - 49,000; Full time

Job summary

United Community Banks Inc. in Tampa, FL is seeking an LOA to support commercial lending by assisting Commercial Relationship Managers and Closers.

You will gather information for underwriting, prepare communications, and monitor on-going loan activities to ensure timely closings. The role requires 2+ years in credit or customer service in financial services, strong communication, detail orientation, and the ability to balance deadlines.

Qualifications

• High School Diploma or equivalent.
• 2+ years of credit or customer service experience in the financial services industry.
• Commercial loan experience preferred.
• Strong interpersonal, verbal, and written communication skills.
• Excellent telephone and customer service skills.
• Proficient in MS Office Suite, including Outlook, Word, and Excel.
• Working knowledge of federal and state banking regulations.
• Attention to detail.
• Strong problem solving and critical thinking skills without direct guidance.
• Demonstrate strong organization and time management skills and the ability to balance competing priorities to meet multiple deadlines.

Responsibilities

• Provide sales and administrative assistance to Commercial Relationship Managers (CRM) and other partners.
• Support new and renewed loan production by collecting, ordering, and tracking information required for accurate risk assessment and underwriting.
• Assist with preparation of written communication on behalf of the CRM to include commitment letters, term sheets, thank you notes, etc.
• Complete the Credit Lens Loan Worksheet, confirming agreement with final approval documents, to engage the Commercial Loan Closer.
• Assist CRM by monitoring reporting and identifying where action needs to be taken, including maturities, Auto-Renew Letter of Credit, insurance, real estate taxes.
• Provide outstanding service and respond to requests from internal and external customers.
• Collect customer financial statements, load to Credit Lens.
• Collaborate with CRM, Commercial Loan Closer, Underwriter, Doc Prep and/or outside counsel on loan closings; collect executed documents from CRM and submit.
• Submit customer maintenance requests to Loan Operations for completion.
• Transfer and assign notes.
• Facilitate ongoing disbursement requests including coordination with Construction Administration.
• Complete assigned Post-Close tasks in Credit Lens.
• Manage WIP files.
• Resolve critical and material exceptions as assigned.
• Participate in all required compliance training and other education events.

Skills

Interpersonal communication

Verbal communication

Written communication

MS Office Suite

Customer service

Attention to detail

Problem solving

Time management

Organization

Banking regulations knowledge

Education

High School Diploma or equivalent

Tools

Credit Lens

MS Office Suite

Job description

United Community Banks Inc. in Tampa, FL is seeking an LOA to support commercial lending by assisting Commercial Relationship Managers and Closers.

You will gather information for underwriting, prepare communications, and monitor on-going loan activities to ensure timely closings. The role requires 2+ years in credit or customer service in financial services, strong communication, detail orientation, and the ability to balance deadlines.