Commercial Loan Operations Specialist Lead (Life Lending)

Commercial Loan Operations Specialist Lead

The Commercial Loan Operations Specialist Lead provides operational support for an array of banking commercial products. Under limited supervision, this job works on projects and prospects associated with commercial operations by coordinating data input processes, quality control, client statement preparations and error identification. This job solves escalated reporting issues and consistently works to maintain the accuracy of the company's commercial loan management system.

Key Responsibilities and Duties

• Coordinates processing of commercial banking operations such as loans, letters of credit and banking guarantees.

• Ensures accuracy, quality and completeness of data inputs from loan applications and related documentation into a commercial loan management system.

• Supports preparation of statements for clients, along with conducting reconciliation and investigation efforts when needed.

• Retrieves and provides information on existing loans to clients as requested.

• Ensures best practices for resolving out-of-balance transactions are followed.

• Identifies and corrects erroneous transactions and reports major issues to senior colleagues for issue resolution.

• Trains, delegates and reviews work of junior colleagues to ensure high quality delivery of services and products.

Educational Requirements

• University (Degree) Preferred

Work Experience

• 5+ Years Required; 7+ Years Preferred

Physical Requirements

• Physical Requirements: Sedentary Work

Career Level

8IC

Additional Job Description

This role is located on the Commercial Operations team and will service loans for our Life Lending business.

Preferred Qualifications

• 5+ years of commercial servicing and operations experience

• Life Insurance knowledge

• Excel experience

• Experience with lending software (ex. IBS or CLS)

• Excellent analytical and communication skills

• Strong attention to detail & organizational skills

• Ability to work in a fast paced environment

Hybrid work is a minimum of four days a week, one flexible day for remote work.

Posting End Date: 03/28/24

Job Seeker Notice

EverBank, N.A. ("EverBank") is a nationwide specialty bank providing high-value products and services to consumer and commercial clients nationwide. As a pioneer in online banking, we offer convenient digital access for clients 24/7, in addition to phone banking services and a network of financial centers.

EverBank's commitment is to deliver to our clients high-performing, high-yield solutions backed by exceptional service, always giving them the advantage they expect, to make the most of their money.

VEVRAA Federal Contractor

Member FDIC

Notice to Job Seekers (

Pay Range $96,300 - $130,300

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and, consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information.