Lending Specialist

Position Summary

Acts as the customers’ and lenders’ primary contact for all loan processing- including loan funding, collateral management, and problem resolution with regards to payments, loan closings, loan maintenance, etc. Directly responsible for the daily administration of all loans and related bank accounts. Coordinates and maintains commercial loan functions in accordance with Legacy Bank’s

Job Requirements

To perform this job successfully, an individual must be able to perform each of the essential duties satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Compiles, prepares, reviews and maintains commercial loan documentation
• Closes and advances approved loans/lines of credit
• Provides notices and reports as necessary and assists with audits in the evaluation of loan operations performance
• Completes lien searches 
• initiates timely follow-up with internal parties
• Assist lenders in producing, copying, faxing, mailing and handling correspondence to internal or external parties as needed
• Answers/places telephone calls to support Lenders/loan customers
• Perform other duties as assigned

Physical Requirements

• May require long periods of standing or sitting
• May include long periods of typing and repetitive motion
• Must possess the ability to carry items sometimes weighing as much as 25 pounds

Minimum Qualifications (Education, Experience, Skills)

• High School Diploma or Equivalent, preference given to undergrad degree holder
• Previous Loan/Banking Experience
• Computer skills including Microsoft Office Suite, and Outlook
• Strong Written and Verbal Communication Skills
• Ability to work independently
• Adheres to policy and procedure
• Attention to detail

Hours will vary from week to week and may require some Saturdays.

This list includes the primary responsibilities of this position. It is subject to change.