Commercial Loan Operations Assistant

Jobtailor; Greenville (SC); On-site; USD 90,000 - 130,000; Full time

Job summary

Jobtailor is seeking a Senior Commercial Banking professional in Greenville, SC to manage complex lending portfolios and lead a team of assistants. You will coordinate closings, review documents, and ensure all insurance and environmental requirements are met, while maintaining client relationships and regulatory compliance.

The role requires a 4-year degree and 8+ years in a financial setting, with strong knowledge of loans, loan documents, and banking operations.

Qualifications

• 4 years' college degree.
• 8+ years in a financial organization performing similar duties.
• Excellent knowledge of loans and loan documents.
• Ability to coordinate several loan closings at once.
• Excellent telephone and customer service skills.
• Ability to manage and lead others.
• Proficient with standard office equipment and keyboarding.
• Knowledge of Mainframe (Navigator) and LaserPro.
• Strong MS Office skills.
• Detail oriented and compliant with training requirements.
• Pass criminal background and credit checks; flexible schedule.

Responsibilities

• Manage one or more Senior Commercial Banking Solutions Assistants.
• Oversee Commercial Real Estate, Corporate Banking, and Asset Based Lending portfolios.
• Order appraisal bids and appraisals and provide property information to Appraisal Department.
• Coordinate closing calls with borrowers' and lenders' counsel.
• Review loan documents with the loan officer and consult lender counsel on changes.
• Ensure loan approvals correspond to loan documents.
• Review insurance requirements and ensure changes before closing.
• Review environmental reports and coordinate reviews as needed.
• Coordinate loan documents for booking on the loan bank system.
• Ensure loans are properly booked after closing.
• Maintain ongoing insurance requirements for CRE properties.
• Assist with opening/closing accounts, online banking, wire transfers, and treasury products.
• Communicate with clients regarding banking issues, concerns, and questions.
• Maintain pipeline data and provide portfolio data to senior management and loan officers.
• Clear exceptions with counsel and loan operations.
• Assist with participations and document flow between banks.
• Perform other duties as assigned.

Skills

Team Leadership

Customer Service Skills

Detail Oriented

Communication Skills

Education

4 years' college degree

Tools

Mainframe (Navigator)

LaserPro

Microsoft Office

Job description

Job Responsibilities

• Manage one or more Senior Commercial Banking Solutions Assistants
• Manage Commercial Real Estate, Corporate Banking, and Asset Based Lending portfolios
• Order appraisal bids and appraisals and provide subject property information to the Appraisal Department
• Coordinate closing calls with borrowers' and lenders' counsel
• Review loan documents with the loan officer and consult lender counsel on changes
• Ensure loan approvals correspond to loan documents
• Review insurance requirements and ensure changes before closing
• Review environmental reports, prepare environmental checklists, and coordinate reviews when necessary
• Coordinate loan documents for booking on the loan bank system
• Ensure loans are properly booked after closing
• Maintain and monitor ongoing insurance requirements for CRE portfolio properties
• Assist with opening and closing accounts, online banking, wire transfers, and treasury management products/services
• Communicate directly with clients regarding banking issues, concerns, and questions
• Maintain pipeline data and provide portfolio data to senior management and loan officers
• Clear exceptions by working with counsel and loan operations
• Assist with buying and selling participations and document flow between participating banks
• Perform other duties as assigned

Requirements

• 4 years' college degree
• Minimum of 8 years of experience in a financial organization performing similar duties
• Excellent knowledge of loans
• Excellent understanding of loan documents
• Ability to coordinate several loan closings at once
• Excellent telephone and customer service skills
• Ability to manage and lead others
• Ability to operate standard office equipment; good keyboarding and computer skills
• Knowledge of mainframe (navigator) and Laser Pro
• Proficient in Microsoft Office programs
• Detail oriented
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.
• Must be able to pass a criminal background & credit check
• Must be available for schedule flexibility, including evenings and weekends as needed

Core Competencies

Demonstrates expertise in managing Commercial Real Estate, Corporate Banking, and Asset Based Lending portfolios while ensuring compliance with loan documentation and insurance requirements. Proven ability to lead teams, coordinate multiple loan closings, and maintain strong client communication.

Highest-signal resume keywords

• Portfolio Management
• Loan Document Review
• Team Leadership
• Customer Service Skills
• Microsoft Office Proficiency

Hard Skills

• Loan Knowledge
• Loan Document Understanding
• Environmental Report Review
• Appraisal Coordination
• Banking Operations
• Compliance Training
• Detail Orientation
• Keyboarding Skills

Soft Skills

• Telephone Communication
• Customer Service

Certifications & Qualifications

• Bank Secrecy Act Training
• Anti-Money Laundering Training

Industry Keywords

• Commercial Banking
• Asset Based Lending
• Corporate Banking
• Loan Closings
• Insurance Requirements

Tools & Technologies

• Mainframe (Navigator)
• Laser Pro