Senior Commercial Lending Servicing Specialist

Commercial Lending Servicing: Covers jobs responsible for activities related to servicing of commercial loan transactions according to bank policies, procedures, and regulatory requirements. This can include customer/client modifications, account maintenance, rebookings, and purchased receivables management to ensure accuracy through life of transaction.

• Lead a variety of servicing activities for moderately complex commercial products, including coordinating all aspects to ensure customer resolution
• Evaluate and upload data into the systems of record to ensure compliance with all bank policies, procedures, and regulatory requirements
• Coordinate all aspects of resolving open customer service issues; interact with internal and external customers
• Serve as primary liaison and work collaboratively with Sales, Legal, Control and Risk, Technology, and various Operations and company teams as necessary to progress customer-focused needs
• Review and negotiate moderately complex loan servicing transactions, evaluate risks, and devise strategies to mitigate risks and identify procedural modifications
• Serve as an escalation point in the resolution of client issues
• Conduct quality reviews and monitor key performance metrics as related to efficiencies and effective processes
• Identify activities of the team to ensure conformity with established procedures
• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
• May lead projects, teams, or serve as a mentor for lower-level staff; may contribute to strategic initiatives
• Independently resolve moderately complex issues and lead team to meet deliverables while leveraging solid understanding of the function, policies, procedures, and compliance requirements

• 8 or more years of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of work experience, training, military experience, or education.
• Demonstrated experience independently managing moderately complex to complex commercial loan-servicing activities.
• Strong knowledge of the commercial loan lifecycle, loan documentation, systems of record, transaction controls, and exception management.
• Experience reviewing and interpreting servicing documentation and determining operational requirements.
• Experience resolving escalated customer, transaction, documentation, system, data, or control matters.
• Experience evaluating operational risks and determining appropriate mitigation or escalation.
• Experience conducting quality reviews, monitoring critical deliverables, or assessing procedural adherence.
• Experience providing technical work leadership, training, mentoring, or subject-matter guidance.

• Experience with commercial real estate, construction, syndicated, agency, participation, or bilateral lending.
• Experience with trades, assignments, foreign-currency loans, letters of credit, or member-bank activity.
• Knowledge of loan documentation, collateral administration, insurance, title work, construction budgets, draws, payoff, and release activities.
• Advanced experience with Loan IQ, AFS, or another commercial lending platform.
• Experience developing or monitoring operational metrics, quality reporting, exception trends, or service-level performance.
• Experience supporting audits, compliance reviews, control testing, or issue remediation.
• Experience leading system changes, process migrations, automation, standardization, or operational transformation.
• Experience developing training materials, job aids, procedures, or proficiency milestones.
• Advanced Microsoft Excel, reporting, analysis, or visualization capability.

• Independently lead assigned servicing matters and critical deliverables through completion.
• Maintain high standards of transaction accuracy, customer service, data integrity, risk management, and control adherence.
• Promptly escalate material customer, transaction, legal, documentation, system, or control risks.
• Maintain current expertise across assigned products, processes, documentation, systems, and regulatory requirements.
• Provide effective technical work leadership while maintaining clear separation from formal people-management responsibilities.

• Being recognized as a dependable senior specialist for moderately complex to complex commercial loan-servicing matters.
• Driving escalated customer and operational issues to timely, risk-appropriate, and sustainable resolution.