On-Site Commercial Lending Specialist

CRE Finance Council; Miami (FL); On-site; USD 70,000 - 95,000; Full time

Job summary

CRE Finance Council in Miami, FL, is seeking a Lending Associate to support the commercial lending function from application through closing and portfolio management. You will collaborate with Relationship Managers, credit analysts, and loan operations to ensure timely processing and accurate documentation.

The ideal candidate has direct commercial banking experience and a solid understanding of credit processes, underwriting coordination, and loan documentation. On-site work is required.

Qualifications

• 5–10 years of professional experience in commercial banking or commercial lending.
• Previous Lending Associate experience within a commercial banking environment is strongly preferred.
• Direct experience supporting commercial lenders, relationship managers, or credit teams.
• Knowledge of the commercial loan lifecycle from origination to portfolio administration.
• Experience coordinating loan applications and reviewing borrower documentation.
• Familiarity with loan documentation, annual reviews, renewals, and covenant tracking.
• Understanding of CRE, C&I, term loans, and lines of credit.
• Strong organizational skills to manage multiple loan requests simultaneously.
• Excellent written and verbal communication with lenders, borrowers, attorneys, and internal teams.
• Proficiency in Excel and Word; experience with loan origination systems.

Responsibilities

• Provide direct support to commercial lenders and relationship managers throughout the loan process.
• Coordinate loan applications ensuring financial statements, tax returns, and docs are collected.
• Prepare and maintain commercial loan files for underwriting and approval.
• Assist with preparation of credit packages, memos, and supporting financial information.
• Coordinate with credit analysts and underwriters to facilitate analysis and reviews.
• Track loan requests through approval, documentation, closing, and funding stages.
• Assist with loan documentation including notes, security agreements, guarantees, and collateral.
• Coordinate loan closings with lenders, attorneys, borrowers, and title companies.
• Review conditions to ensure items are satisfied before closing and funding.
• Support administration of portfolios including renewals, extensions, modifications, and covenant monitoring.
• Monitor financial reporting, insurance docs, borrowing base certificates, and borrower obligations.
• Maintain accurate loan records and update internal systems.
• Respond to inquiries from clients and internal departments regarding loan status.
• Identify missing docs, delays, and discrepancies; escalate as needed.
• Ensure activities comply with internal policies and banking regulations.
• Provide general administrative and operational support to the lending department.

Skills

Commercial lending experience

Lending associate experience

Portfolio administration

Communication skills

Organizational skills

Attention to detail

Tools

Excel

Word

Loan origination systems

Job description

CRE Finance Council in Miami, FL, is seeking a Lending Associate to support the commercial lending function from application through closing and portfolio management. You will collaborate with Relationship Managers, credit analysts, and loan operations to ensure timely processing and accurate documentation.

The ideal candidate has direct commercial banking experience and a solid understanding of credit processes, underwriting coordination, and loan documentation. On-site work is required.