Post-Closing Loan Servicing Specialist II

PTR Global; Atlanta (GA); On-site; USD 28,000 - 34,000; Full time

Job summary

PTR Global in Atlanta, GA is seeking a Loan Servicing Specialist II to handle a wide range of pre- and post-booking activities for commercial loans and leases. The role emphasizes accuracy, regulatory compliance, and effective interactions with customers and vendors throughout the post-closing lifecycle.

You will review documents for policy alignment, coordinate with sales, credit, and funding teams, manage transfers and fee rewrites, and maintain thorough records.

Qualifications

• High School Diploma or GED.
• Two (2) years of banking, finance, or accounting work experience.
• Accounting experience.
• Knowledge of commercial lease and loan structures.

Responsibilities

• Review documentation for accuracy and compliance with internal policies and regulatory requirements.
• Communicate with sales, credit, documentation, and funding teams to clarify or resolve conditions tied to rewrite approvals.
• Coordinate with legal or compliance teams on redress or regulatory changes associated with rewrite transactions.
• Manage transfer and assumption requests, including collection of required documents, verification of transferee credentials, and processing of ownership changes.
• Handle full or partial contract unwinds, including coordination of refunds, invoice reversal, and proper system documentation.
• Conduct outbound calls to customers to complete verification, ensuring proper authentication and collection of confirmation details.
• Document all verification outcomes in the loan servicing system following established compliance guidelines.
• Request and monitor site inspections, ensuring completion by approved vendors or internal resources.
• Track inspection status and follow up on outstanding reports to support titling, funding, or credit decisions post-closing.
• Review and clear open stipulations on booked transactions in coordination with internal departments.
• Respond to servicing requests received from customers, vendors, or internal stakeholders post-booking.
• Assist in redress efforts for booked transactions when required by legal, compliance, or internal audit.
• Maintain thorough and compliant records of all post-booking activities.
• Escalate discrepancies or exceptions to management as appropriate.
• Research and resolve more complex loan-related issues, including missing payments, disputed accounts, history requests, and general loan-related questions.
• Work under limited supervision, following established guidelines and procedures.

Skills

Data entry

Excel

Word

Organizational skills

Multitasking

Time management

Attention to detail

Communication

Education

High School Diploma or GED

Job description

PTR Global in Atlanta, GA is seeking a Loan Servicing Specialist II to handle a wide range of pre- and post-booking activities for commercial loans and leases. The role emphasizes accuracy, regulatory compliance, and effective interactions with customers and vendors throughout the post-closing lifecycle.

You will review documents for policy alignment, coordinate with sales, credit, and funding teams, manage transfers and fee rewrites, and maintain thorough records.