Commercial Loan Operations at Propel Financial Services

San Antonio, Texas, United States -

Full Time

Start Date

Immediate

Expiry Date

14 Jan, 26

Salary

0.0

Posted On

16 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Loan Processing, Coordination, Communication, Organization, Multitasking, Attention to Detail, Customer Service, Closing Knowledge, Compliance Knowledge, Collaboration, Adaptability, Accountability, Salesforce, Microsoft Office, Commercial Real Estate, Document Validation

Industry

Financial Services

Description

Description Position Summary The Commercial Loan Operations professional plays a dual role in managing both the front-end processing and back-end closing functions for commercial real estate loans. This position is ideal for a highly organized and adaptable individual who can coordinate seamlessly across departments, ensuring a smooth loan lifecycle from initial application through funding and post-closing. This position provides flexibility as the organization evaluates and refines its loan operations structure. The individual will perform duties from both the loan processor/coordinator and loan closer roles to support the team and ensure continuity of service to borrowers, brokers, and internal stakeholders. ________________________________________ Key Responsibilities Loan Processing & Coordination Review loan applications and collect all required documentation from borrowers and brokers. Input and maintain data in the loan origination system (Salesforce). Order third-party reports including title, insurance, and appraisals; review for completeness. Ensure accuracy and completeness of files prior to underwriting review. Support underwriting with document validation and credit memo preparation. Closing & Funding Manage the post-approval loan process from underwriting sign-off through funding. Coordinate closing timelines with borrowers, brokers, legal counsel, and title companies. Review and validate due diligence items including title, surveys, UCCs, and insurance compliance. Facilitate the drafting and execution of legal documents in partnership with external counsel. Coordinate wire funding and confirm delivery of final closing packages. Pipeline & Communication Provide consistent and proactive updates to internal teams and external parties. Maintain notes and loan status updates in Salesforce and loan systems. Escalate issues or delays to management as needed. Post-Closing & Quality Control Clear documentation or collateral exceptions after booking. Support ongoing servicing needs such as renewals, extensions, or modifications. Ensure files are audit-ready and organized for retention and review. Continuous Improvement Participate in the refinement of workflows and department structure. Provide feedback on tools, systems, and procedures to enhance operational efficiency. Requirements Qualifications & Experience 2–4 years of experience in commercial loan operations, processing, or closing. Knowledge of commercial real estate loan documentation and closing requirements. Experience coordinating with title companies, legal counsel, and third-party vendors. Strong communication, organization, and multitasking skills. High proficiency in Microsoft Office Suite; Salesforce and LendingWise experience preferred. Bachelor’s degree or equivalent experience in finance, business, or legal fields preferred. ________________________________________ Core Competencies Accuracy & Attention to Detail Customer Service & Stakeholder Communication Organization & Time Management Closing & Compliance Knowledge Collaboration & Adaptability Accountability & Ownership

Responsibilities

The Commercial Loan Operations professional manages both front-end processing and back-end closing functions for commercial real estate loans. This role ensures a smooth loan lifecycle from initial application through funding and post-closing.