Financial Services Professional

1 week ago


Bengaluru, Karnataka, India beBeeCommercial Full time ₹ 5,00,000 - ₹ 10,00,000
Job Opportunity: Commercial Pre-Closing Specialist

The role of a Commercial Pre-Closing Specialist involves collaborating with Relationship Managers to provide sales support and coordinate new money and renewal requests in the Commercial and Business Banking segments.

Main Responsibilities:
  • Reviews loan submissions from Relationship Managers, including financial information, ownership, loan structure and compliance needs;
  • Communicates with Relationship Managers to gather necessary information to deem applications complete and ready for underwriting;
  • Completes pre-closing tasks such as ordering appraisals, environment reports, and title/UCC searches;
  • Collaborates with Relationship Managers to ensure all conditions precedent to closing required by credit are met;
Requirements:
  • Bachelor's degree or equivalent experience preferred but not required;
  • Familiarity with loan documents and experience with loan processing;
  • Highly organized with strong attention to detail;
  • Strong analytical and problem resolution skills;
  • Excellent verbal and written communication skills;

This position demands high-level decision-making capabilities and exception processing skills.



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