JOB TITLE

 

Loan Originations Specialist IV

 

POSTING DESCRIPTION

Wholesale Lending Services (WLS) supports several lines of businesses that include Business Banking, Commercial Bank, Global Wealth Management, and Investment Bank. 

The Equipment Finance Originations Team is a production-based operations function within WLS responsible for the set up, documentation and booking of new loans, renewals, and amendments/modifications for Equipment Finance products. 

The Loan Origination Specialist IV role works closely with internal partners to coordinate tasks for commercial facilities from transaction setup through booking.

 

JOB RESPONSIBILITIES

 

Set up of highly complex transactions.  It is a fast-paced environment, periodic volume of work, that builds the foundation for career progression into many different roles within Operations as well as roles in Portfolio Services and Quality Control.  Responsible for review of the credit approval to generate documentation and fund within designated Service Levels Timely attestation/correction of Quality errors and Service Level breaches Maintain prompt and proactive communication with business partners as to the status of documentation and funding. Escalate rush requests as appropriate to ensure customer expectations are met Maintain a working knowledge of required systems and procedure changes to support deal setup, documentation and funding activities that evolve Minimize credit and business risk through awareness of procedure, compliance, and bank policy Participating in projects and working groups as required

 

 

 

Desired qualifications, capabilities and skills: 

Prior loan operations and/or quality control experience in a banking or financial services industry preferred Proficient in Microsoft Office applications (i.e. Excel, Word, Outlook, Teams, etc.). Ability to navigate and consistently update internal workflow systems  Exceptional customer service skills including excellent interpersonal and written/verbal communication skills. Ability to effectively multi-task and prioritize workloads while working within tight service levels. Above average quality of work with minimal error rate. Strong organizational and time management skills. Ability to work in a team environment Demonstrate attention to detail and accuracy with completed work Ability to consistently maintain high performance levels in high-volume peaks Ability to think outside the box and generate ideas for process improvement High level of ability to communicate with multiple stakeholders and work independently in a high volume fast paced environment.