Courier Capital is seeking a Commercial Loan Servicing Specialist to coordinate paper and digital loan documents and maintain commercial loans throughout their lifecycle. The role involves verifying documentation, creating reports, and providing support to bank staff on loan accounts.
Responsibilities
- Coordinate incoming mail to Loan Servicing and distribute accordingly
- Coordinate loan closing documents with packages from the loan closers and update closing log
- Perform a thorough review of all information related to Commercial loans that are submitted for booking to ensure receipt of required loan documentation and to obtain corrections as needed
- Perform next day review of loans booked to the core system
- Complete Daily maintenance requests via Salesforce and outlook
- Maintain collateral accounts to reflect proper collateral control. Utilizes the Collateral Tracking system to track and follow up on any identified exception items
- Organize documents for scanning. Work with File Room personnel to upload closing document packages to Synergy after booking and ensure imaging is complete, legible and labeled accurately
- Complete UCC filings and continuations, initiate vehicle lien filings, track lien status and resolve filing issues
- Maintain and work a pending file of follow-up items
- Perform next day review on maintenance performed by other processors
- Provide support to Bank staff on loan accounts responding to customer service phone calls and assisting with loan questions
- Demonstrate the standards and principles of the Five Star Bank experience in every interaction with internal and external customers, associates, and stakeholders. Incorporate the high-performance behaviors of teamwork, leading by example, and service in every facet of work
Skills
- High School Diploma or equivalent
- 1+ years in Banking Environment
- Excellent verbal and written communication
- Strong analytical and problem-solving skills
- Excellent organizational skills and attention to detail
- Excellent time management skills with a proven ability to meet deadlines
- Responds to requests for information in a timely and professional manner
- Working knowledge of Microsoft applications with ability to learn new and existing Banking software
Benefits
- Medical, Dental, and Vision Insurance
- Health Savings Account
- Flexible Spending Account(s)
- Company Paid Life Insurance, Long-Term Disability, and Short-Term Disability
- Voluntary Offerings: Life, Critical Illness/Specified Disease, Accident, Hospital Indemnity & Personal Accident
- Tuition Reimbursement
- Employee Referral Program
- Wellness Reimbursement Program
- Star Volunteer Program
- Employee Banking and Financial Perks
- Flexible Hybrid Work Schedule
- Paid Time Off (PTO)
- Company Paid Holidays
Company Overview
Courier Capital has been a trusted source of premier independent financial advice and investment counsel for over five decades. It was founded in 1967, and is headquartered in Houston, Texas, USA, with a workforce of 11-50 employees. Its website is http://www.couriercapital.com.