Commercial Loan Documentation Specialist

SIMON; Fort Worth (TX); On-site; USD 40,000 - 64,000; Full time

Job summary

SIMON is seeking a Commercial Client Specialist I in Fort Worth, TX to support bankers by servicing, maintaining and updating loan documentation and files. The role involves significant interaction with bank customers and requires proactive communication and excellent customer service.

Responsibilities include coordinating loan documentation, ensuring compliance, and assisting in funding disbursements with the Portfolio Manager.

Qualifications

• HS Diploma/GED required.
• Prior loan experience preferred.

Responsibilities

• Manage low to moderate volume and/or complexity of loans efficiently.
• Coordinate loan documentation preparation and review for compliance.
• Resolve documentation deficiencies and monitor outstanding items for credit policy.
• Assist banker with collecting financial data and client communication to manage relationships.
• Monitor reports (past due, paid off loans, maturing lists) to flag issues for bankers.

Skills

Communication

Customer Service

Time Management

Critical Thinking

Organizational Practices

Education

HS Diploma/GED

Prior loan experience preferred

Tools

MS Office

Lending Cycle

Argo

Synergy

Job description

SIMON is seeking a Commercial Client Specialist I in Fort Worth, TX to support bankers by servicing, maintaining and updating loan documentation and files. The role involves significant interaction with bank customers and requires proactive communication and excellent customer service.

Responsibilities include coordinating loan documentation, ensuring compliance, and assisting in funding disbursements with the Portfolio Manager.