Accounting & Finance

SENIOR COMMERCIAL LOAN DOCUMENTATION ANALYST

Robert Half

Chicago · Illinois · United States

HYBRID ROLE – SENIOR COMMERCIAL LOAN DOCUMENTATION ANALYST


Experience, qualification, and soft skills, have you got everything required to succeed in this opportunity Find out below.

Sweater weather is here and so is this incredible opportunity!

The salary range for this position is $85,000-$100,000 plus bonus. Plus it comes with benefits, including medical, vision, dental, life, and disability insurance. To apply to this role please send your resume to


Job Description:

Prepares and reviews master agreements and supporting documentation for various lease and loan products. Facilitates communications among various parties, such as credit officers, sales, legal, etc. in order to promptly resolve documentation issues. Has excellent analytical, verbal and written communications skills and is comfortable in communications with associates and clients.


Responsibilities:

  • Accurate and timely preparation of documentation, insurance requirements, UCC’s, etc., including verification of economics of transaction, tailored to specifications and requirements of specific transactions. Processing lease and loan transactions on the lease & loan servicing system for funding and booking. Prepare loan and lease packages including the verification of calculations, rates, signatures and dates on each document, obtaining subordination agreements (when applicable) and filing UCC financing statements. Assures all documents are complete and in package prior to funding.
  • Assist other analysts with documentation guidance, preparation and review. Provide guidance and coordination for contract fundings.
  • Act as the subject matter expert for DocuSign/eOriginal tool.
  • Liaison between various departments across the Company, including Sales Managers, Inside Sales, Customers, Internal Groups, and Vendors regarding transaction status, receipt of executed documentation, supplier invoices, lien searches, researching and clarifying information and problem resolution.
  • Responsible for building and maintaining strong relationship with Sales Associates and Customers regarding documentation and relationship issues and handling of Customers’ inquiries and concerns.
  • Communication with suppliers regarding invoice-funding status, purchase order and account reconciliation.
  • Proper maintenance of pending files, including documentation, UCC’s, insurance and follow-up for UCC, titles and other documents.


Requirements:

  • Bachelor degree or 5+ related experience preferred.
  • Experience with DocuSign and eOriginal is a plus.
  • Working knowledge of UCC Uniform Commercial Code and Insurance requirements. xhqgsiq


To apply to this role please send your resume to


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Reference: WJ-3131_4708704

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