Commercial Loan Documentation Specialist

At Customers Bank, we believe in working hard, working smart, working together to deliver memorable customer experiences and having fun. Our vision, mission, and values guide us along our path to achieve excellence. Passion, attitude, creativity, integrity, alignment, and execution are cornerstones of our behaviors. They define who we are as an organization and as individuals. Everyone is encouraged to have personal development plans. By doing so, our team members are on their way to achieve their highest potential and be successful in their personal and professional lives.

Position Title: Commercial Loan Documentation Specialist

FLSA/Salary band:

Report to Manager: Loan Documentation Manager

Department: Loan Operations

Work Location: Malvern, PA

Who is Customers Bank?

Founded in 2009, Customers Bank is a super-community bank with over $22 billion in assets. We believe in dedicated personal service for the businesses, professionals, individuals, and families we work with.

We get you further, faster.

Focused on you: We provide every customer with a single point of contact. A dedicated team member who's committed to meeting your needs today and tomorrow.

On the leading edge: We're innovating with the latest tools and technology so we can react to market conditions quicker and help you get ahead.

Proven reliability: We always ground our innovation in our deep experience and strong financial foundation, so we're a partner you can trust.

What you'll do: As a Commercial Loan Documentation Specialist you will be responsible for preparing the loan closing file which consists of all due diligence required from the Credit Approval Memo, Bank and regulations. Also, prepare in-house closing documents via LaserPro, review attorney prepared closing documents for new loans, renewals, and modifications.

• Of high importance in this role is a strong background in Commercial Loan Documents.

• Of high importance in this role is an ability to effectively understand and utilize technology in your daily work environment.

• Of high importance in this role is the ability to adapt to changing environments and work processes.

• It is critical for this role to understand loan structure and documentation including but not limited to Commercial Real Estate, Commercial and Industrial, Small Business Lending Group (Business Banking), Specialized Financing, Fund Finance and Tech Venture.

• It is critical for this role to understand the loan documentation life cycle including but not limited to pre-closing, closing, funding and post-closing.

• This role needs to be a strong communicator with excellent problem-solving skills, who thrives in a fast-paced environment.

• A proven team member that can develop skills and continue to grow and develop in their careers.

What do you need?

• Experience in Commercial Loan Documentation: 5-7 years

• Ability to understand, evaluate, and work with legal documents.

• Ability to deliver high-quality service to internal and external customers.

• Strong skills in organization, multitasking and prioritization.

• Ability to cope with a fast paced, challenging and dynamic environment.

• Ability to work well independently and with all kinds of personalities.

• Ability to work 40 hours per week extend hours when required during quarter end.

Technology Skills:

• Experience working in LaserPro or an equivalent documentation system.

• Proficient with Microsoft Office Suite.

• Experience in Salesforce and nCino

• FIS Platform or an equivalent Core System.

Customers Bank is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.

We also provide "reasonable accommodations", upon request, to qualified individuals with disabilities, in accordance with the Americans with Disabilities Act and applicable state and local laws.

Diversity Statement:

At Customers Bank, we believe in working smart, working together, and having fun while delivering innovative solutions and memorable experiences for our customers. We are committed to the continual advancement of a culture which reflects the value we place on diversity, equity, and inclusion. We honor the diverse experiences, perspectives, and identities of our team members, and we recognize that it is their passion, creativity, and integrity that drives our success. Step into your future with us! Let's take on tomorrow.