TC82- Lending Specialist

Posted: 11/20/2020 Industry: Other Job Number: 33365

Job Description

Lending Specialist

#DB – TC82




Duration: 6 Months    



This position supports Bank Warehouse Lending Clients, acting as a central point of contact between the client, sales staff, and internal Bank departments. 

This person will create complex legal agreements and ensure that all supporting documentation is complete, assist new clients with application and on-boarding, initiate and complete existing client renewals, and facilitate line increases and term extensions. 

This person must be highly organized, able to prioritize activities, and independently manage a very active portfolio of clients, while adhering to strict deadlines.


  • Assist leadership with projects to complete including:
  • Validating accuracy of WarehouseNow system setups/updates by completing reviews and signoffs
  • Data Entry into PitchPoint for client pricing, renewal applications, etc.
  • Assisting in electronic file organization to transition to Document Imaging team
  • Support a portfolio of Warehouse Lending clients
  • Act as point of contact for any updates to client’ s profile or credit facility
  • Interact with client’ s senior management, Relationship Manager and Credit Underwriting for questions regarding on-boarding, credit renewal, facility increases and term extensions
  • Responsible for hands-on resolution of client issues and daily client needs
  • Respond quickly to heavy email volumes and phone inquiries from various sources
  • Complete credit facility on-boarding annual renewal process
  • Manage a pipeline of new and existing client renewals in varying states of completeness
  • Monitor tasks to ensure process is finished prior to deadline
  • Accurately assemble documentation and interact with all parties (Credit Underwriting, Relationship Manager, Management, IT, and client), acting as subject matter expert on client’ s file
  • Accurately track documentation to ensure proper procedures are followed and work is completed within the allotted timeframe
  • Review client insurance binders and policies to ensure proper compliance with bank policies
  • Complete UCC-1 and UCC-3 filings to maintain bank’ s collateral position
  • Properly code and image agreements and supporting documentation for online record retention
  • Prepare complex legal documents including Mortgage Warehouse Agreements and various addenda
  • Possess a general knowledge of entity structures necessary to review client’ s formation and governance documents
  • Understand, interpret and respond to client and attorney questions
  • Analyze and synthesize complex legal document language
  • Manage Mortgage Warehouse Agreements; ensure all documents are properly executed by client and bank management
  • Support field-based Relationship Managers as needed


  • 3 - 5 years in client services/account management in the financial services and/or mortgage industry
  • Bachelor Degree preferred
  • Excellent interpersonal skills: ability to communicate with C-level executive clients via phone, email, and written correspondence; ability to work well with all levels of internal management and staff
  • Outstanding time management skills
  • Excellent problem solving, analytical and critical thinking skills
  • Well organized and very detail-oriented to handle heavy workload
  • Ability to work independently, while handling multiple tasks in varying states of completion
  • Ability to manage work activity on a client’ s on-boarding or renewal over several months through to completion
  • Must be able to handle interruptions and shift workload priorities quickly to respond to client needs
  • Ability to obtain, analyze and synthesize information as well as multitask under pressure
  • General knowledge of entity documents and structure for Corporations, LLC’ s, Partnerships and Trusts
  • Some Commercial insurance policy knowledge preferred
  • Must have strong experience with Microsoft Office Word, Excel and Outlook
  • Additional Computer Skills: Fiserv, CT Lien, ACT, Microsoft Access
  • Mortgage warehouse lending experience, commercial lending experience, or knowledge of mortgage industry is preferred.




Job Requirements

Mortgage Document Knowledge, Electronic Filing, Data Entry, Insurance

Meet Your Recruiter

David Burk

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