Commercial Loan Specialist

Weststar-Bank; El Paso (TX); On-site; USD 52,000 - 66,000; Full time

Job summary

WestStar Bank in Texas seeks a Commercial Loan Specialist to support banking officers and serve clients with accurate loan documentation and timely processing.

You will interact with customers to build relationships, assist with wires and inquiries, and help ensure compliance with banking regulations. Strong attention to detail and clear communication are essential, with the ability to obtain a Notary Public license for TX or NM. This is an on-site role in a fast-paced banking environment.

Qualifications

• Experience with commercial loan documentation preferred.
• General knowledge of banking and the loan process.
• Willingness to learn and adapt to varied responsibilities.
• Notary Public license for TX or NM.
• Strong communication and customer service skills.

Responsibilities

• Interact with customers to demonstrate care and build relationships through proactive outreach and follow up.
• Assist commercial banking officers with wire transfers, payments, advances and client inquiries.
• Assist with collection of application items, requesting financials and/or other documents, client follow up.
• Assist with exception/critical reports and with compliance tasks.
• Handle in-person and telephone inquiries; respond to requests and research discrepancies.
• Notarize documents when necessary and provide reception coverage as needed.

Skills

Customer service

Communication

Attention to detail

Willingness to learn

Education

Notary Public license (TX/NM)

Tools

Microsoft Office

Word

Excel

Adobe

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Commercial Loan Specialist

9 days ago Requisition ID: 1353

Summary

Responsible for performing a variety of services for our clients in a timely and professional manner.

Essential Functions

• Interact with customers to demonstrate care and build relationships with clients through proactive outreach and follow up.
• Assist commercial banking officers with wire transfers, payments, advances and client inquiries.
• Assist commercial banking officers with collection of application items, requesting financials and/or other documents, client follow up.
• Assist commercial banking officers with exception/critical reports.
• Communicates with commercial banking officers regarding overdrafts, matured/maturing loans, contacts customer and/or insurance companies to clear exceptions on loans and other pending items, etc.
• Ensure that correspondence received is handled and routed as needed.
• Handles in-person and telephone inquiries; responds to request and inquiries, research discrepancies and resolves issues.
• Notarize documents when necessary.
• Other duties and special projects as assigned.
• Carries out responsibilities with professionalism and respect for others in accordance with the Bank’s policy as well as to ensure compliance with Federal, State and Banking Regulations
• Complete special projects and other tasks as requested.
• Strong drive to achieve customer satisfaction.
• Provide Reception coverage occasionally.
• Participate in training as requested.
• Ensure that all compliance with policy and regulations are being met to include wires and transfers.

Required Education, Experience, Skills

• Applicants who have previous experience with commercial loan documentation will be given preference.
• General knowledge of banking and the loan process.
• Willingness to learn and adapt to varied and added responsibilities.
• Maintain regular and punctual attendance.
• Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast-paced environment.
• Proven ability to communicate effectively with all levels of bank personnel, customers, attorneys, & title companies; ability to provide excellent customer service.
• Ability to obtain Notary Public license for the state of Texas or New Mexico.
• Strong computer skills to include Microsoft Office, Word, Excel and Adobe.

Supervisory Responsibility

• N/A

Working Conditions/Physical Requirements

• Office setting

WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.