Popular Bank · 4 hours ago
Commercial Banking Specialist - FL
Miami Lakes, FL
Full-time
Hybrid
Entry Level
1+ years expPopular Bank is Puerto Rico’s leading financial institution, evolving over a century to offer a variety of services and financial solutions. They are seeking a Commercial Banking Specialist responsible for reviewing loan offerings, servicing a designated portfolio, and ensuring effective customer interactions and documentation management.
BankingFinancial ServicesLending
No H1B
Responsibilities
Cursory review and submission of loan offerings; including consistently gathering pertinent loan documentation and financials utilized for underwriting of the transaction
Work with the loan officer(s) to draft loan structures for initial review, including pricing models
Accurate preparation of Commitment Letters, Contract Letter Agreements, Term Sheets, Loan Narratives
Review of Credit approval form including covenants, ensure conditions apply to loan purpose/structure
Conduct required due diligence to ensure completeness of the loan offering in accordance with established guidelines
Consistently meet loan offering submission deadlines and maintain continuous follow up practices for pending documents
Pro-actively seek information from clients and prospects to understand possible changing situations, needs and desired loan structures, communicate information to the loan officer(s)
Review documentation for renewals and restructures as approved by the loan officer(s) and/or management
Act as liaison with various units to properly service the customer
Regularly interact with management companies; provide feedback to the loan officer(s) regarding issues or concerns with loan requests
Maintains profiles of priority customers and notify loan officer(s) of major developments; assists with managing customer relationships with new and routine transactional requests
Provide support administering day to day credit and loan process, inclusive of department’s tickler review, credit extensions, and customer inquiries
Prepare and review loan requests, contact customer and/or loan officer(s) for missing information. Clarify facts and approvals
Maintain electronic files and prepare new customer loan files in accordance with established guidelines. Periodically review existing documentation for accuracy and consistency with the loan offering
Prepare transmittal letters or ELODs for advances and pay down requests. Review loan’s status on each situation
Coordinates with loan officer(s) to keep customer in compliance with financial reporting and covenant requirements
Prepare and mail financial statement requests to customers and obtain all necessary financial documentation, financial statements and/or tax returns to maintain files current and update tickler
Effectively manage incoming customer inquiries, related to loan status. Conduct loan investigations, researching customer disputes, incorrect billing, non-receipt of statements and late charges
Monitor loan maturity dates and prepare loan extension requests
Ensure respective databases are accurate and up to date with customer information
Compile data and generate management reports as needed
Qualification
Required
High School diploma
College degree or related field combined with a minimum of one year of experience in commercial banking
Preferred
Property management company experience or commercial lending, a plus
Company
Popular Bank
Popular Bank provides mortgage, cash management, credit cards, loans, investments, financial, and banking services.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Yanetsy Iturralde Compain, MSHRM
Our People Strategic Partner, VP - South Florida Region
Meenakshi Thanikachalam
Executive Head of Data & Analytics (Chief Data & Analytics Officer)
Recent News
HousingWire.com
2025-10-28
Morningstar.com
2025-10-23
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