Lending Services Specialist II — Commercial Loan Support

Fidelity Bank; Baton Rouge (LA); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

Paid Time Off

Paid Holidays

Medical Insurance

Health Savings Account

401(k) Matching

Wellness Program

Banking Services Discount

Life Insurance

Tuition Reimbursement

Referral Program

Employee Assistance Program

Career Development

Gym Discounts

Job summary

Fidelity Bank, headquartered in New Orleans, LA, seeks a Lending Services Specialist 2 to support Commercial Lending and Business Banking. The role provides admin and operations assistance to Relationship Managers, ensuring accurate processing, timely closings, and seamless client service.

This non-exempt position may qualify for overtime; work location is Baton Rouge, LA. Relevant experience with loan documentation and regulatory knowledge is essential for success in this role.

Qualifications

• GED or High School Diploma is required.
• 5 years of experience assisting lenders with commercial, business, or consumer loans.
• Working knowledge of commercial loan documentation (SBA, Real Estate, A/R, etc.).
• Regulatory knowledge of Reg B, Reg Z, RESPA, HMDA, TRID, flood regulations.
• Proficient in Microsoft Office (Word, Excel, Outlook, PowerPoint, Teams).
• Demonstrated problem solving, judgment, decision-making, innovation, organization & planning.
• Strong interpersonal skills: follow-through, optimism, development, resourcefulness, initiative.
• Excellent communication: listening, speaking, writing; resilience & balance; collaboration; client focus; versatility.
• Technical acumen and knowledge management; sales ability: connecting, questioning, knowledge.

Responsibilities

• Produce and review required loan documentation (appraisals, environmental reports, title policies, flood determinations, UCC searches).
• Collaborate with customers, attorneys, title companies, and relationship managers to facilitate loan closings.
• Assist with clearing loan exceptions and monitoring past-due reports; gather financial info per covenants.
• Maintain daily account activities: openings, transfers, wires, loan advances, and statements.
• Monitor overdraft reports and communicate item status by deadline.
• Communicate with lenders to fulfill and finalize loan documents.
• Use Decision Pro and nCino to export data for Laser Pro.
• Determine when loan files are fully documented and ready to close.
• Prepare closing disclosures when applicable and review insurance/title work.
• Quality assure loan documentation before releasing documents.
• Resolve exceptions with lenders and outside counsel as needed.
• Model Fidelity Bank core values and comply with regulations.
• Perform other duties and special projects as assigned.
• Physical: mostly sitting with some standing, walking, lifting.

Skills

Loan documentation knowledge

Regulatory knowledge (Reg B/Z, RESPA,

Microsoft Office Suite (Word, Excel,

Problem solving

Judgement & decision making

Organization & planning

Communication: listening, speaking,

Collaboration & client focus

Adaptability / versatility

Technical acumen

Knowledge management

Sales: connecting, questioning

Education

GED or High School Diploma

Tools

Laser Pro

Decision Pro

Lawyer Pro Software

nCino

Job description

Fidelity Bank, headquartered in New Orleans, LA, seeks a Lending Services Specialist 2 to support Commercial Lending and Business Banking. The role provides admin and operations assistance to Relationship Managers, ensuring accurate processing, timely closings, and seamless client service.

This non-exempt position may qualify for overtime; work location is Baton Rouge, LA. Relevant experience with loan documentation and regulatory knowledge is essential for success in this role.