Heitmeyer Consulting

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Are you someone who can hit the ground running and help book commercial loan collateral?  Do you want to learn new things, especially commercial lending documentation?

Job Summary:

Heitmeyer Consulting is currently hiring for a Commercial Loan Servicing Specialist for a bank in the Midwest, United States. This resource will be working with both digital and physical paperwork.  They must be able to work with workflow cues, handle large volumes, be proficient with excel and be able to partner with internal stakeholders in order to book commercial collateral correctly.

Location: On Site in Columbus, OH

Responsibilities/What to Expect

  • Loan servicing. Handling documents in the office, identifying loan documents specifically commercial loan documents in digital and physical form as well and getting them sent to imaging.
  • Managing a workflow cue of both digital and physical paper collateral files. 
  • Partner with internal stakeholders (commercial loan closers) in order to gather appropriate documents when needed via email and Microsoft Teams
  • Be able to hit deadlines with fluctuating volumes between 50 and 100 daily files.
  • Ability to lift/move 30 pounds of physical collateral files in file room as needed.

 

Required Skills:

  • Good understanding of Excel, specifically VLOOK Up/Count Ifs, Outlook and MS Teams.
  • Willingness to learn new things and learn on the job
  • Good time management skills in order to manage fluctuating workload and hit monthly deadlines.
  • Good collaboration, communication and writing skills to be able to partner with internal stakeholders.
  • Strong attention to detail.

Nice to Have Skills

  • Any kind of Consumer or Commercial Lending document experience
  • Any experience working with PDFs, DocuSign or  customer management systems like Saleforce

 

Heitmeyer Consulting is an equal opportunity employer and we encourage all qualified candidates to apply. Qualified applicants will be considered without regard to minority status, gender, disability, veteran status or any other characteristic protected by law.

 

 

 

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