Commercial Loan Closing Specialist

Commercial Loan Operations Specialist

This role supports day-to-day operations within Commercial Lending as the organization converts systems from AFS to LoanIQ.

Perform booking and funding of commercial loans in the LoanIQ system to maintain accurate and timely production processing.

Respond to requests from other Lines of Business (LOBs) to post funds in internal systems and handle money movement activities.

Assist in reducing the learning curve of LoanIQ adoption among staff while production continues during the transition.

Ensure high-quality service delivery through accurate transaction execution, responsiveness to operational requests, and adherence to service standards.

Troubleshoot issues related to loan booking, funding, and LoanIQ system functionality.

Provide operational support on inquiries and requests from internal stakeholders and other LOBs.

Accurately log and document loan transactions, funding activities, and support interactions.

Identify opportunities for process improvement during the system conversion and LoanIQ adoption.

Collaborate with cross-functional teams to facilitate smooth adoption and provide guidance on LoanIQ processes.

Report key performance metrics related to loan operations and system adoption progress to management.

Required Qualifications:

• Proficiency in LoanIQ required
• Experience with commercial loan booking and funding operations
• Strong understanding of commercial loan credit agreements and documentation
• Knowledge of AFS is a plus
• Experience supporting system conversions or migrations in a lending or financial operations environment preferred
• Proven analytical and problem-solving abilities with strong attention to detail
• Strong interpersonal, written, and oral communication skills
• Ability to prioritize and execute tasks in a high-pressure environment
• Highly self-motivated and directed with strong organizational skills
• Ability to work effectively in a hybrid work model and collaborative, team-oriented environment
• Strong customer service orientation