Loan Processing & Closing Specialist

Valley Bank; Saint Petersburg (FL); On-site; USD 42,000 - 64,000; Full time

Job summary

Valley Bank is seeking a Lending Specialist to ensure smooth loan processing, from application through closing, with a focus on accurate documentation and strong client service. You will coordinate with Relationship Managers, review closing packages, manage due diligence, and work with operations teams to ensure proper funding and ongoing loan activity while upholding regulatory requirements.

The role requires attention to detail, excellent communication, and the ability to manage multiple tasks

Qualifications

• Excellent interpersonal and written communication skills.
• Proficient with Microsoft Office and bank core system and nCino.
• Strong customer service, organizational, data input, time management, and multitasking in a high-volume, strict deadline environment.
• High School Diploma or equivalent; up to 3 years Lending Assistant or Loan Processor experience.
• Knowledge of Commercial Real Estate and C&I loan documentation is a plus.

Responsibilities

• Act as the liaison and primary point of contact with internal and external customers from approval to deal closing.
• Manage deal flow with Relationship Managers and downsteam stakeholders to ensure timely closings.
• Coordinate and review closing documentation for due diligence, insurance, regulatory requirements.
• Assist with transaction process flow and escalate issues to ensure controls and protections.
• Partner with operations teams to ensure proper booking, accruals, and daily cash positions.
• Ensure initial loan funding at close and ongoing life of loan activity is correctly processed.
• Review loan documents for closing accuracy and communicate issues to lenders prior to closing.

Skills

Interpersonal skills

Verbal and written communication

Microsoft Office

nCino software

Customer service

Organizational skills

Data input

Time management

Multi-tasking

Education

High School Diploma or equivalent

Tools

nCino

Bank core system

Job description

Valley Bank is seeking a Lending Specialist to ensure smooth loan processing, from application through closing, with a focus on accurate documentation and strong client service. You will coordinate with Relationship Managers, review closing packages, manage due diligence, and work with operations teams to ensure proper funding and ongoing loan activity while upholding regulatory requirements.

The role requires attention to detail, excellent communication, and the ability to manage multiple tasks