Job Specifications
Jacksonville, FL - in office 5 days onsite/week
Remote: Will consider but preference is in office.
Duration: 6 months
Target Start date: 01/15/2026
Commercial Loan Servicing Specialist
Job Description
This role is responsible for efficient and accurate servicing of the bank’s commercial loan portfolio by minimizing risk by handling items timely and in accordance with bank, investor, and regulatory guidelines. Under limited supervision, this role will work on closing commercial loans within the commercial loan operations department by supporting data input processes, quality control, client statement preparations and error identification. This role also requires the ability to close commercial loans and reviewal of closed loan trailing documentation, records management activities, assisting internal teams with research requests, maintaining loan system data, supporting internal and external audits, and participating in department and system projects.
Key Responsibilities and Duties
• Responsible for providing support to the Commercial Lending Operations Servicing Group, which includes the review and resolution of client requests, tracking and reporting activity, and metrics preparation.
• Responsible for handling and processing the receipt of physical loan documentation; including but not limited to: Promissory Notes, Loan Agreements, SNDAs, Mortgages, etc.
• Responsible for the processing of commercial loan servicing requests such as maturity date extensions, borrowing entity changes, guarantor changes, collateral releases, assumptions, among other commercial loan requests, etc.
• Responsible for communicating with loan officers, portfolio managers, senior management, or other internal parties when questions or issues arise that require deeper involvement.
• Responsible for uploading loan documentation to record keeping system within established time frames, ensure accuracy of imaged documentation, and perform peer reviews.
• Responsible for performing other records management duties, fulfilling loan file requests, updating file tracking, and supporting internal and external audits as asked.
Educational Requirements
• University Degree Preferred
• High School Diploma Required
Work Experience
• Minimum of 5 Years of commercial loan servicing or relevant financial services industry experience required; preferably experience with reviewing commercial loan documentation and closing commercial loans.
• Working knowledge of Microsoft Office Products; including Word/Excel.
• Working knowledge of Salesforce preferred.
• Working knowledge of GoDocs preferred.
• Effective time management skills preferred; with the ability to pay close attention to detail and handle multiple priorities simultaneously.
Physical Requirements
• Physical Requirements: Sedentary Work
About the Company
Open Systems Technologies is a tier-one vendor for the world's most competitive financial and technology companies, offering both full-time and contract recruiting services across the country. We offer a positive, entrepreneurial, high performing culture where all employees have the unique opportunity to run a full desk. Our office looks, feels, and operates like a start-up, but with the stability, clientele, and resources that only an industry veteran can provide.
At our core, we are structured to be flexible. With over 3...
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