Specialist
Review and process commercial loan applications.
Analyze financial statements, tax returns, cash flow statements, and credit reports.
Assess borrowers' creditworthiness and identify potential lending risks.
Prepare loan packages and supporting documentation for underwriting and approval.
Coordinate with relationship managers, underwriters, legal teams, and clients throughout the loan lifecycle.
Ensure all loan files comply with internal policies, procedures, and regulatory requirements.
Monitor existing commercial loan portfolios and identify potential issues or risks.
Assist with loan closings, funding activities, and post-closing documentation.
Maintain accurate and up-to-date records in lending systems.
Provide excellent customer service by responding to client inquiries and resolving issues promptly.
Demonstrate solid knowledge of the U.S. mortgage and commercial lending process, including:
Board and management oversight
Policies and procedures
Training requirements
Monitoring and reporting
Documentation
Management
Create charts, graphs, and color-coded analyses to present findings effectively.
Follow up with clients' business units to ensure identified corrective actions have been implemented within the Loan Origination System (LOS).
Review fair lending attributes, including adverse actions related to denied or withdrawn applications.
Analyze exceptions to underwriting guidelines and evaluate mitigating factors supporting lending decisions.
Customer
Service
Collaborate with clients' business units to identify and resolve data integrity issues.
Work closely with stakeholders to address process and procedural gaps affecting data quality and accuracy.
Provide timely support and guidance to ensure smooth business operations and issue resolution.
Quality
Control
Verify the accuracy of borrower-submitted documents through sampling and testing procedures.
Cross-check data against original loan documents stored in electronic document management systems.
Ensure compliance with quality standards and regulatory requirements through thorough data validation.
Work closely with the Quality Assurance team to identify improvement prospects and enhance operational processes.
Support continuous process improvement initiatives to strengthen accuracy, efficiency, and compliance.
📌 Process Executive Chennai (India)
🏢 Quinte Financial Technologies
📍 India
Reply to this offer
Impress this employer describing Your skills and abilities, fill out the form below and leave Your personal touch in the presentation letter.