A financial institution is seeking a detail-oriented professional to support the operational side of its commercial lending business. This role will handle loan documentation, transaction processing, portfolio reporting, reconciliations, and day-to-day operational controls while partnering with internal teams and outside legal counsel. The ideal candidate has early-career commercial banking experience, strong attention to detail, and the ability to manage multiple time-sensitive activities in a regulated environment.
RESPONSIBILITIES
Coordinate with legal counsel and internal stakeholders to facilitate commercial loan closings and ensure approved terms are accurately reflected in final documentation.
Organize and coordinate execution of loan documents with borrowers and other required parties.
Process day-to-day commercial loan transactions, including advances, payments, fees, credit limit changes, and interest-rate adjustments.
Monitor loan operations activity to ensure transactions are completed accurately, efficiently, and within required timelines.
Perform daily reconciliations between loan system activity and general ledger balances, investigating and resolving discrepancies.
Maintain complete and organized electronic and physical loan records in accordance with internal procedures.
Prepare recurring reports and portfolio information for management and other internal stakeholders.
Review operational activity for adherence to applicable banking regulations, internal policies, procedures, and compliance requirements.
Assist with system implementations, enhancements, upgrades, user acceptance testing, and related operational projects.
Work collaboratively with lending, operations, accounting, compliance, and other internal teams to resolve issues and maintain smooth loan servicing operations.
QUALIFICATIONS
Bachelor's degree in Business Administration, Management, Finance, Accounting, or a related discipline.
1 3 years of relevant commercial banking experience;commercial loan operations experience is preferred.
Familiarity with banking regulations, operational controls, and compliance requirements is a plus.
Proficiency with Microsoft Office, particularly Excel, Word, and Outlook.
Strong organizational skills with the ability to manage multiple priorities in a deadline-driven environment.
Good analytical and problem-solving abilities with strong attention to detail.
Strong written and verbal English communication skills.
Fluency in Chinese is required, with the ability to read and speak Mandarin and/or Cantonese.
U.S. Citizens and Green Card holders only.
Numbers & Facts
Location
New York, NY
Salary
$40–$45 Per Hour
Skills
Acceptance Testingunmatched
Accountingunmatched
Administrative Managementunmatched
Analysis Skillsunmatched
Banking Operationsunmatched
Banking Regulationsunmatched
Banking Servicesunmatched
Business Administrationunmatched
Cantonese Chinese Languageunmatched
Chinese Languageunmatched
Commercial Bankingunmatched
Commercial Loansunmatched
Communication Skillsunmatched
Consultingunmatched
Detail Orientedunmatched
Documentationunmatched
English Languageunmatched
Financeunmatched
General Ledger Accountingunmatched
Interest Ratesunmatched
Investment Managementunmatched
Legalunmatched
Legal Support Skillsunmatched
Loan Closingunmatched
Loan Documentsunmatched
Loan Operationsunmatched
Loan Servicingunmatched
Loansunmatched
Mandarin Chinese Languageunmatched
Microsoft Excelunmatched
Microsoft Officeunmatched
Microsoft Outlookunmatched
Microsoft Wordunmatched
Multitaskingunmatched
Operational Auditunmatched
Operational Supportunmatched
Organizational Skillsunmatched
Presentation/Verbal Skillsunmatched
Problem Solving Skillsunmatched
Reconciliationunmatched
Regulatory Complianceunmatched
Reporting Skillsunmatched
Time Managementunmatched
Transaction Processing/Managementunmatched
Writing Skillsunmatched
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