Commercial Loan Servicing Supervisor & Officer
Location: Rosemead
Posted on: June 23, 2025
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Job Description:
This position will be responsible for supervising and directing
the day-to-day functions of specific areas within Commercial Loan
Servicing to ensure all transactions are processed timely and
according to separation of duties. DIRECT REPORTS The incumbent
generally has 5 to 10 direct reports. ESSENTIAL FUNCTIONS •
Establishes work schedules and priorities to ensure that workflow
is controlled. • Supervises and monitors staff who process routine
loan transactions pertaining to the booking and servicing of
commercial loans such as advances, payments, loan booking, renewals
and other loan maintenance and that work is performed in a timely,
accurate and complete manner. • Ensures staff is trained and
cross-trained. • Provides direction and guidance to staff in the
performance of their assigned duties which may include coaching and
mentoring. • Reviews daily, weekly, monthly general ledger
reconciliations prepared by staff. • Reviews, creates, and
maintains desktop procedures, recommending changes to increase
efficiency and productivity, and decreasing errors while
maintaining data integrity. • Monitors quality control for
activities related to Commercial Loan Servicing. • Obtains daily
current loan rate indexes, monitors for update into loan systems,
and provides callback of input into loan systems. • Monitors the
department’s shared email in-boxes, processes or delegates
requests, monitors for completion of delegated items, and provides
response to requestor. • Reviews Line Sheet and approves Trade
Innovations transactions and wire requests pertaining to those
requests. • Balances and approves daily IBS transaction balance
sheets for staff. • Monitors timely processing of paid-off loan
files (return documents/refund check to lending officer, process
full reconveyance, cancel Tax Service/Flood Certification, etc.) •
Monitors Pass-thru accounts to ensure timely clearance. • Monitors
designated exception items on tickler/tracking report to ensure
timely processing. • Provides product expertise to all levels of
bank personnel. • Monitors and processes manual Rate/Payment
Adjustments. • Researches and resolves more complex
internal/external customer questions/discrepancies in loan
accounting. • Communicates clearly and effectively with all levels
of positions (subordinates through senior managers). • Other duties
and projects, as assigned. QUALIFICATIONS • Experience: 5-10 years
of experience in commercial loan servicing or relevant commercial
and real estate administration industry with minimum of 3 years in
a supervisory position service. • Education: Requires a bachelor’s
degree or equivalent experience. Skills/Abilities: • Must be able
to manage workflow effectively with frequent interruptions and
changing priorities. • Ability to work in a fast-paced environment
while maintaining a high level of accuracy. • Strong
problem-solving and organizational skills • Excellent written and
verbal communication skills • Bilingual (Mandarin or Cantonese) is
a plus. • Excellent analytical and problem-solving skills •
Excellent loan administration experience with knowledge of letters
of credit, borrowing based lending, multi-phased construction, and
multiple collateral properties. • Thorough knowledge of commercial
finance, documentation, accounting, and data systems. • Ability to
work effectively with individuals and groups across the company to
manage internal and external customer relationships. • Demonstrated
ability to supervise employees, set goals, provide coaching, and
hold employees accountable for results. • Proven leadership and
influencing skills, able to motivate a team to achieve goals and
objectives. • Versed in Microsoft Excel. Ability to create moderate
to complex Excel files. • PC literate, proficiency with MS
Office.
Keywords: , Santa Barbara , Commercial Loan Servicing Supervisor & Officer, Accounting, Auditing , Rosemead, California
