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Facilitate the closing of credit facilities by gathering all the required loan documents and compliance related documentation for execution by the client; ensure all invoices have been paid and fees have been collected from the client; communicate with loan documentation and loan servicing team regarding the closing, funding, and booking of the loan to the Bank's core system.
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Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents. Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision.
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Responsible for facets of commercial credit packages, including clear communication of risks and any recommended mitigation strategies, consulting with SFS Legal to protect SFS interests, maintenance of UCC filings, and review of loan documentation prior to funding.
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Final review of loan documentation and take-over audit prior to loan funding. Underwriting commercial loan requests by analyzing the financial condition of the dealerships via financial statements, tax returns, CPA statements, general ledgers, trial balances, account schedules, bank statements, or any other necessary documentation.
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Works closely with the Contracting Officer (Procurement Office) throughout the solicitation process; develop and monitor timelines/milestones, lead or participate on contract technical proposal evaluation panels, tracks the delegation, and service contract funding prepare supporting documentation for decisions reached; and coordinate the phase in and closeout of contracts.
ExpandApply NowActive JobUpdated 11 days ago - UpvoteDownvoteShare Job
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Knowledge of lending, derivatives, and funding products and related lending and trading documentation. Minimum of 5 years of credit risk management experience, with exposure to loan underwriting.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Coordinates with legal counsel or title company to prepare and approve settlement statements prior to loan closing and funding. Review all loan documentation for accuracy and proper lien position and maintains compliance with documentation requirements.
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Must have strong organizational and time management skills with the ability to learn and prioritize specialized loan processing tasks. Prepare and process loan disbursements and maintains disbursement history, including associated invoices, in accordance with the appropriate authorization.
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Knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
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Coordinate and close loan transactions/lifecycle events, capture data, store documentation, troubleshoot issues/roadblocks, perform quality control. Experience with Loan IQ, transaction capture tools, etc.
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Strong knowledge of wholesale loan (syndicated / bilateral) product and business, including an understanding of legal loan documentation, loan / funding mechanics, deal structure, funds flows, etc.
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Loan Processing/Portfolio Refinances Collect and review collateral documentation/chain of title (notes, allonges, recorded documents) for financial institutions (banks, life insurance companies, etc.
ExpandApply NowActive JobUpdated 14 days ago - UpvoteDownvoteShare Job
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Coordinate with business, legal and other teams to fully analyze transactions and ensure appropriate documentation, risk mitigants, and limits to minimize defaults and maximize recoveries. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
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Under limited supervision, reviews Commercial Real Estate collateral loans in order to determine if documentation requirements are met to allow for loan closing. Additionally, the CRE Closer will review final closing loan documents for loan funding and will assist with insurance monitoring duties.
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Obtain answers to any questions re: the financials, line amounts, loan structure, or any other relevant facets of the loan. Personal career growth – work with Underwriting Manager to map a development plan tailored to your personal career goals.
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loan documentation funding jobs in Dallas, TX
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