Complex Loan Specialist jobs in United States
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MidFirst Bank · 1 day ago

Complex Loan Specialist

MidFirst Bank is seeking a Complex Loan Specialist to assist with various responsibilities related to commercial loan servicing. The role involves creating and updating spreadsheets, assisting with project management, and supporting the Servicing Department's day-to-day workload.

BankingVenture Capital

Responsibilities

Create and update manual interest accrual spreadsheets via excel to reconcile to monthly billing statements
Create and reconcile spreadsheets via excel for manual and automated nonuse fees
Assist with project management and implementation in relation to manual interest and fee accruals
Monthly SBA reporting
Review and update relevant procedures and training materials for the team as necessary
Peer review of lead bank notice creation and wires for sold loans
Assist with Servicing Department day to day workload as time allows. These duties include but are not limited to:
Payment posting
Rate changes
Research cases
Identify and assist with process improvements

Qualification

Commercial loan servicingAdvanced ExcelFinancial document preparationGeneral commercial lending policiesInterpersonal skillsWritten communicationOral communicationTeamwork skillsOrganizational skills

Required

Bachelor's degree in a business related field with at least one year of commercial loan servicing experience preferred
Ability and desire to learn, grow and develop professionally
Exceptional interpersonal, written and oral communication skills are required
Ability to make sound decisions and produce great work under general or limited supervision
Excellent working knowledge of more complex commercial style transactions
Working knowledge of participation/syndication loan servicing
Advanced knowledge of general commercial lending policies
Advanced PC skills, including MS Word, MS Excel, and programs used to set up and track documentation or ongoing covenant ticklers
Strong ability to adjust priorities to changing circumstances while maintaining high quality in fast paced atmosphere
Exceptional organization skills and very detailed oriented
Excellent teamwork skills are required

Preferred

Relevant experience, such as but not limited to auditing, financial document preparation, bookkeeping and accounting may be considered in lieu of bachelor's degree

Company

MidFirst Bank

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MidFirst Bank is a privately owned bank in the United States

Funding

Current Stage
Late Stage

Leadership Team

G
Greg Schaefer
Chief Financial Officer
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Company data provided by crunchbase