Service Officer

Job description

* Responsible for providing support to Closing Officer(s) who will be closing commercial loans, both real estate and non-real estate secured, syndicated, or non-syndicated in accordance with credit approval, risk management and loan documentation.
* Delivers personalized service to external and internal clients; participates in client meetings when appropriate.
* Works in tandem with the RM and Borrower, as directed by the Closer(s), to ensure proper tracking and/or remediation of documentation exceptions.
* Understanding various types of documentation and collateral
* Utilizes nCino and KVD as appropriate for transaction tracking.
* Monitors nCino Post Approval reporting to ensure deal has moved to correct stage to avoid delays in subsequent underwriting activities.
* Adheres to timeframes for all required training.
* Aptitude for analysis, systems and mathematics
* Ability to prioritize and handle multiple tasks in a high-volume environment
* PC proficiency including familiarity with Microsoft Excel and Word, PowerPoint and OneNote
* Familiarity with commercial banking systems preferred
* Basic understanding of business requirements of clients and loan related transactions and other related applicable products in a high-volume environment.
* Basic to intermediate understanding of role specific systems utilized which requires strong data integrity and attention to detail.
* All pre- or post-closing services for assigned Closer(s) for low to moderately complex loan structures. Support Closing Officer as directed. Support may include. but is not limited to
* Handling simplistic approvals (i.e. renewals, modifications)
* Completing Quality Verification of closed loans
* Confirming satisfaction of post-closing conditions of approval and updating system of record (nCino)
* Reviewing legal fee matter report and following up on pending fees not paid or closing matters on closed deals where legal fees were paid at closing
* Proactive collaboration, communication, and a focus on client centricity with all parties; work seamlessly with the Closer, LOB, other internal partners, third parties, bank groups/syndications, etc.
* Manage and track assigned work, providing consistent updated to assigned Closer(s)

Qualifications:

* 2 - 4-year College Degree or equivalent commercial loan experience
* Minimum two years related job experience; preferable in banking
* Solution-oriented and problem-solving skills; detail-oriented
* Demonstrated decision-making ability
* Strong written and verbal communication skills
* Planning and organizational skills
* Experience and understanding of legal documentation
* Commercial Loan experience is preferred
* 0-3 Years banking experience 5
* 2 4 year college degree preferred or equivalent commercial loan experience

As an equal opportunity employer, ICONMA prides itself on creating an employment environment that supports and encourages the abilities of all persons regardless of race, color, gender, age, sexual orientation, citizenship, or disability.