Loan Coordination Specialist III (CRE Closing or CRE Draw Administration Experience Preferred)
BOK Financial Asset Management
Job Description The Loan Coordination Specialist III supports relationship managers and clients in the closing of commercial loans, ensuring all lending steps flow effectively and efficiently. The role is completed with limited review and guidance from a Loan Coordination Specialist IV or supervisor, covering a broader range of customers and a higher level of complexity. How You'll Spend Your Time You will order, obtain, and analyze all pertinent applicant/borrower and property or collateral documentation and verifications related to the processing of loan transactions. You will review credit approvals to determine loan terms, and verify equity, financial elements, and borrow structure, with oversight from a supervisor. You will review and approve counsel-prepared or internally-prepared loan documents to ensure credit approval terms and bank policies are accurately incorporated. You will analyze, review, and structure commercial loan documentation and due diligence to ensure completeness and accuracy, and communicate with lenders, relationship specialists, credit services, and attorneys to resolve discrepancies. You will schedule and facilitate loan closings, coordinating with customers, relationship managers, appraisers, attorneys, title company personnel, and other vendors to close various types of commercial loans in a timely manner, with review from a supervisor when necessary. You will manage and initiate loan funding wires and initial disbursements of new closing proceeds while ensuring loan requirements are properly documented and conditions are met before funding, with limited review from a supervisor. Education & Experience Requirements Lending practices and policies Loan documentation requirements and regulations Deposit, loan, and investment systems for report generation and information gathering Commercial credit analysis Loan documentation and lien perfection requirements Litigation processes under county, state, and federal systems Thorough knowledge of BOKF commercial loan processes and workflows Solid Excel and Word experience Excellent oral and written communication skills Strong conceptual and analytical skills to identify complex problems and solutions Ability to plan and execute work assignments effectively Working Conditions & Physical Requirements Office Bonus Type Discretionary EEO Statement The companies in BOK Financial Corporation Group are equal opportunity employers. We are committed to providing equal employment opportunities for training, compensation, transfer, promotion and other aspects of employment for all qualified applicants and employees without regard to sex, race, color, religion, national origin, age, disability, pregnancy status, sexual orientation, genetic information or veteran status. #J-18808-Ljbffr BOK Financial
- ...insurance The Commercial Loan Documentation/ Closing Specialist position is responsible... ...work closely with Credit Administration and internal compliance... .... Education and Experience ~ Bachelor’s degree in or related field, preferred. ~ FISERV Premier experience...Suggested
- ...in our growing CRE group to... ...team in internal loan execution functions... ..., loan closing, and loan servicing... ...the portfolio administration and risk... ...Promptly coordinating with Relationship... ...directly related experience. ~1-3 years... ...Accounting is highly preferred. ~...SuggestedWork at office
- ...construction and permanent loans supporting... ...; drive closings; and manage a portfolio... ...credit decisions. Coordinate and manage transaction... ...including construction draws, covenant tracking... ...6+ years of experience in community development... ...impact goals. Preferred Qualifications,...SuggestedPermanent employmentWork at officeLocal area
- ...construction and permanent loans supporting... ...; drive closings; and manage a portfolio... ...credit decisions. Coordinate and manage transaction... ...including construction draws, covenant tracking... ...6+ years of experience in community development... ...impact goals. Preferred Qualifications,...SuggestedPermanent employmentWork at officeLocal area
$135k
...service a variety of C&I & CRE loans. The candidate will also assist... ...through the approval and closing process. Explaining, promoting... ...the following skills and experience: A bachelor’s degree in banking... ...or another related field is preferred. Seven or more years of...Suggested- ...Department: Credit Administration Salary: TBD City/... ...areas; Masters’ degree preferred Type: Part time Experience: 10 years Relocation... ...adherence to the Bank’s Loan Policy, documents and escalates... ...testing. The role also coordinates independent third-party...Part timeWork at officeRelocation
- ...position of full-time Mortgage Loan Originator . This is a fully commissioned position with a draw. Draws are minimum wage rates... ...and services. Education / Experience Preferred Bachelor’s Degree in a related... ...Vision requirements include close and distance vision, color and...Minimum wageFull timeFlexible hours
- ...A leading direct lender is seeking results-driven Loan Originators in Houston, Texas. The ideal candidate will have proven success... ...should possess strong sales skills, analytical proficiencies, and experience in delivering customized financial solutions to clients. This...
- ...weaknesses, and recommend loan structures, terms,... ...The Credit Analyst works closely with lenders, Credit Administration, and other internal partners... ...Reviews ownership, management experience, industry conditions,... ...Finance degree strongly preferred. ~2+ years of relevant...Bank staffWork at office
$198k - $242k
...future The Sr Originator III, Natural Gas is responsible... ...identifying, structuring, and closing long-term contracts, and supporting... ...) ~5 or more years of experience in natgas, G&P or LNG markets... ...What Makes You Stand Out - Preferred ~10 or more years of...Long term contractPermanent employmentFull timeContract workTemporary work- ...SouthState Bank in Houston, TX seeks a Loan Assistant I to support commercial lending operations. You will track the loan pipeline, collect documentation, and coordinate closings with lenders, attorneys, and clients. The role emphasizes compliance, timely processing, and...
- ...with customers to close out leases Assists... ...vehicles Vehicle sale coordination to include:... ...establish facts, and draw valid conclusions... ...Accounting, Business Administration, or a related field Experience with JD Edwards... ...08-Ljbffr Burnett Specialists Staffing | RecruitingFull timeWork at officeFlexible hours
$130k
...Commercial Loan Underwriter – To $130K – Houston... ..., processing, and coordinating the closing of business loans in... ...following skills and experience: Bachelor’s degree in business administration, finance, accounting,... ...assigned marketplace preferred. The next step is yours...- ...seeking a Commercial Real Estate Loan Officer to solicit new CRE loan business through a network of... ...RESPONSIBILITIES : Will solicit and coordinate the closing of commercial loans; responsible... ...'s degree or equivalent work experience Five or more years of commercial...For contractorsWork experience placementLocal area
$250k
...of products and services. Coordination: Uses judgment and discretion... ...information for mortgage loans. Discuss and advise the client... .... Two to five years’ experience are preferred. Must also meet one of the... ...decision, funding, and post-close issues. Ability to problem-...Work at officeHome office- ...and management of a commercial loan portfolio. The position... ...C&I loans and owner occupied CRE loans. Knowledge of SBA loans... ...service and long term profits. Work closely with management to formulate strategic... ...and Outlook. EDUCATION, EXPERIENCE, AND LICENSES: Bachelor's degree...Hourly payFull timeTemporary workPart timeBank staffWork at officeLocal areaVisa sponsorshipWork visa
- ...Summary Originate portfolio loans, secondary market... ...pipeline of loans in process coordinating with Processors,... ...application Informs applicant of closing costs such as appraisal,... ...Required Education, Experience & Knowledge Bachelor's Degree preferred 2 years of sales experience...Work at officeLocal areaImmediate start
- ...Loan Officer Associate We are Lennar Lennar is one... ...an extraordinary experience for their Homeowners,... ...process from application to closing. Continuous Education... ...courses. Support and Coordination: Update the loan application... ...and Spanish highly preferred High school diploma or...Live inWork at officeLocal areaFlexible hoursAfternoon shift
- ...Description Business Officer/ CRE Loan Underwriter... ...opportunities. Work closely with Account Officers... ...skills 10. Perform administrative responsibilities including... ...and references 13. Coordinate with attorneys and... ...; Uses intuition and experience to complement data....
- ...Builder Loan Consultant The Builder Loan Consultant... ...consultation through closing and beyond. Act as... ...customer service. Coordinate effectively with... ...efficient and seamless loan experience. Foster positive... ...Builder experience strongly preferred ~ High school...Local area
- ...The RCO partners closely with Relationship... ...Presidents, Credit Administration, and Executive Management... ...with Bank loan policy. Evaluate... ...Evaluate trends within CRE, C&I, construction... ...Education and Experience: Education Bachelor... ...are preferred. Experience...Full timeMonday to Friday
- ...analyses on commercial/business loans. Will work closely with Commercial Lenders to... ...equipment, Small Business Administration, mortgage, HELOC,... ...borrowing bases and assists in draw processing for a lending... ...break. Education, Experience & Licenses: Bachelor...Hourly payFull timeTemporary workPart timeWork at officeLocal areaVisa sponsorshipWork visaMonday to Friday
- ...and ad hoc business needs. Coordinate with external vendors to... ...within the credit system. Experience and Qualifications:... ...Excel, and PowerPoint. Preferred Education and Experience:... ...time, including prior to the closing date. Depending on qualifications...H1bWork at officeLocal area
$70k
Loan Operations Specialist – Up to $70K– Houston, TX– Job # 2141 Who We Are The Symicor Group... ...residential construction loan draws and paid out loans. ~Processing... ...also bring the following skills and experience: ~College degree preferred. Completion of banking courses...Work at office- ...Mortgage Document Preparation Specialist! Are you detail-oriented... ...accuracy is key and have experience with Texas loans? Our client is seeking a... ...compliant preparation of closing documents. With nearly half... ...Operating Systems; IDS experience preferred. Proficiency in Microsoft...Remote work
- ...Description Summary: The Mortgage Loan Advisor works with Senior Loan... ...exceptional service to customers and meet closing expectations. Strive to achieve... ...6 months or more related experience in the financial service industry Preferred Qualifications: Bachelor's Degree...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Loan Officer - Bilingual in English & Spanish We are Lennar, one... ...to creating an extraordinary experience for homeowners, communities,... ...loan applications, and attend closings. Offer tailored mortgage... ...equivalent. Four‑year college degree preferred. Minimum of 3 years of loan‑...Work at officeLocal area
- ...Loan Officer Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we... ...and online marketing resources. Coordinate, create, track and distribute marketing... ...diploma or equivalent required. Experience At least two years of experience...Minimum wageWork at officeLocal areaMonday to Friday
- ...credit requests across all loan types within the region, partners closely with lending teams, and... ...Finance degree strongly preferred. Minimum 5 years of progressive experience in commercial credit analysis... ...knowledge of credit administration and analysis, credit risk...Bank staffWork at officeWeekend work
$75k
...Commercial Loan Processor The Symicor Group is a boutique talent... ...move the approved credit to close. Communicating results of... ...the following skills and experience: High School Diploma or... ...two (2) year degree or higher preferred. Two or more years of experience...
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