Processing Analyst

• Manage condition clearing and documentation workflows.
• Monitor pipeline progression and operational SLAs.
• Ensure loan files meet quality and completeness standards.
• Coordinate activities across underwriting, title, valuation, closing, legal, and other teams.
• Resolve operational bottlenecks and escalations.
• Maintain workflow controls and process documentation.
• Drive operational efficiency and service improvements.
• Review assigned loan files and prioritize urgent or time-sensitive items.
• Contact customers and follow up on outstanding documents or information.
• Review documents and identify missing or inconsistent information.
• Update loan files, notes, statuses, and next steps.
• Respond to underwriting requests and clear outstanding conditions.
• Communicate with Sales and customers regarding file status, issues, delays, and requirements.
• Coordinate closing steps, including notary arrangements, loan document execution, confirmation calls, final ID verification, and insurance updates.
• Own assigned loan files from receipt through Underwriting and, for approved loans, through Closing.
• Conduct customer interviews covering business, property, ownership, debts, and loan purpose.
• Maintain accurate records and meet Processing SLAs, quality standards, and documentation requirements.

• A Bachelor’s degree or equivalent experience is required.
• 1-3 years of experience in banking or finance.
• Hands-on experience in lending, ideally commercial lending, with understanding of commercial loan documents, corporate documents, and banking statements.
• Ability to read and interpret title commitments.
• Experience in commercial lending, loan processing, mortgage lending, banking, or financial services preferred.
• Experience with loan applications, customer documentation, underwriting, or closing processes preferred.
• Strong attention to detail, communication, ownership, organization, problem-solving, follow-through, judgment, teamwork, adaptability, and professionalism.
• Basic understanding of commercial lending and loan documentation.
• Ability to manage and update loan files accurately in a Loan Origination System (LOS) or similar platform.
• Proficiency with CRM, email, Microsoft Office/Google Workspace, DocuSign, and video conferencing tools.
• Ability to communicate in English, both spoken and written.
• Resumes must be submitted in English.

• Paid time off (PTO)
• Fully remote work environment