Commercial Loan Operations and Portfolio Management Specialist
Company:
Express Employment
Location:
Longview, WA, 98632
Payment:
$25 - $28
Payment Interval:
Hour
Schedule:
Full
Workplace:
Onsite
Top Job
Located in Longview, WA
Salary: $25-$28 DOE
Express Employment is seeking an experienced Commercial Loan Operations & Portfolio Management Specialist. Only applications with required experience will be reviewed.
Position Summary
The Commercial Loan Operations & Portfolio Management Specialist is responsible for supporting the full lifecycle of commercial loans, including booking, servicing, monitoring, and portfolio risk management. This role ensures operational accuracy, regulatory compliance, and proactive portfolio oversight to maintain asset quality and support the bank's commercial lending strategy.
This position owns multiple stages of the loan lifecycle, not just processing, and operates with less specialization and more autonomy. It requires broad knowledge across credit, documentation, and servicing and plays a critical role in borrower experience and lender productivity.
Work Schedule: 8:00am-5:00pm
Wage: $25-$28 DOE
Key Responsibilities
1. End-to-End Loan Processing
• Review approved credit memos and term sheets; translate into complete and accurate loan documentation
• Prepare loan documents using documentation systems (e.g., LaserPro or equivalent)
• Provide guidance to lending staff on documentation requirements and structure
• Coordinate directly with lenders and borrowers to collect required information and resolve documentation issues
• Maintain loan files (electronic and/or physical) in accordance with policy
• Track, monitor, and clear documentation exceptions
• Order, review, and track third-party reports (appraisals, title, flood, UCC, environmental)
• Process automated applications through auto decision systems
2. Closing & Funding
• Manage and coordinate all aspects of the loan closing process with minimal supervision
• Prepare and maintain closing checklists; ensure all pre-closing conditions are met
• Review executed documents and ensure completeness prior to funding
• Coordinate loan funding, disbursements, and boarding to the core system
• Input and verify loan data in the core system
3. Loan Operations & Servicing
• Process and board new commercial loans, renewals, modifications, and participations
• Review loan documentation for completeness, accuracy, and adherence to approved terms
• Coordinate funding, disbursements, and system setup
• Set up and maintain loan records, including ticklers for financial reporting, covenants, and insurance
• Process loan payments, advances, payoffs, and adjustments
• Manage escrow accounts (if applicable), including taxes and insurance
• Support system integrity within the core and loan origination systems
4. Portfolio Management & Compliance Monitoring
• Monitor commercial loan portfolio performance, including:
o Covenant compliance
o Borrowing base certificates
o Collateral reporting
• Identify and escalate emerging credit risks or exceptions
• Assist in risk rating reviews and portfolio segmentation
• Prepare portfolio reports for management, loan committee, and board reporting
• Track criticized/classified assets and support workout or remediation efforts
• Prepare and assist with files for internal audits, loan reviews, and regulatory exams
• Perform financial statement spreading and analysis
• Assist in data collection and generation of recurring and ad hoc reports
Qualifications
Education & Experience
• Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent experience)
• 2-5+ years of experience in commercial loan processing, loan operations, or credit administration
• Experience with commercial real estate (CRE), C&I, and/or SBA lending preferred
• Experience in a community or regional bank environment preferred
• Works closely with: Commercial Lenders, Credit, Senior Management, and limited third-party vendors
Skills & Competencies
• Strong understanding of commercial loan structures (C&I, CRE, SBA, participations)
• Knowledge of loan documentation and servicing systems
• Ability to analyze financial statements and identify risk trends
• Strong attention to detail and organizational skills
• Proficiency in Excel and reporting tools
• Effective communication and cross-functional collaboration skills
Associate Benefits
While working for Express, our associates can also become eligible for a variety of benefits:
At Express, we will assess your skills; offer you interview and resume writing tips, and work with you to find a job that fits your needs and abilities. You will never pay a fee at Express and you will have the opportunity to earn benefits. We have more than 200 jobs available every month and we want to talk to you! To find out more, contact us today!
TO APPLY
'All employment offers are contingent on the successful completion of a pre-employment drug screening, THC approved for pre-employment purposes and criminal background check & credit check in compliance with all applicable federal and state laws.'
#LV1956
Express Office: Longview
1208 Washington Way
Suite 130
Longview, WA 98632
Located in Longview, WA
Salary: $25-$28 DOE
Express Employment is seeking an experienced Commercial Loan Operations & Portfolio Management Specialist. Only applications with required experience will be reviewed.
Position Summary
The Commercial Loan Operations & Portfolio Management Specialist is responsible for supporting the full lifecycle of commercial loans, including booking, servicing, monitoring, and portfolio risk management. This role ensures operational accuracy, regulatory compliance, and proactive portfolio oversight to maintain asset quality and support the bank's commercial lending strategy.
This position owns multiple stages of the loan lifecycle, not just processing, and operates with less specialization and more autonomy. It requires broad knowledge across credit, documentation, and servicing and plays a critical role in borrower experience and lender productivity.
Work Schedule: 8:00am-5:00pm
Wage: $25-$28 DOE
Key Responsibilities
1. End-to-End Loan Processing
• Review approved credit memos and term sheets; translate into complete and accurate loan documentation
• Prepare loan documents using documentation systems (e.g., LaserPro or equivalent)
• Provide guidance to lending staff on documentation requirements and structure
• Coordinate directly with lenders and borrowers to collect required information and resolve documentation issues
• Maintain loan files (electronic and/or physical) in accordance with policy
• Track, monitor, and clear documentation exceptions
• Order, review, and track third-party reports (appraisals, title, flood, UCC, environmental)
• Process automated applications through auto decision systems
2. Closing & Funding
• Manage and coordinate all aspects of the loan closing process with minimal supervision
• Prepare and maintain closing checklists; ensure all pre-closing conditions are met
• Review executed documents and ensure completeness prior to funding
• Coordinate loan funding, disbursements, and boarding to the core system
• Input and verify loan data in the core system
3. Loan Operations & Servicing
• Process and board new commercial loans, renewals, modifications, and participations
• Review loan documentation for completeness, accuracy, and adherence to approved terms
• Coordinate funding, disbursements, and system setup
• Set up and maintain loan records, including ticklers for financial reporting, covenants, and insurance
• Process loan payments, advances, payoffs, and adjustments
• Manage escrow accounts (if applicable), including taxes and insurance
• Support system integrity within the core and loan origination systems
4. Portfolio Management & Compliance Monitoring
• Monitor commercial loan portfolio performance, including:
o Covenant compliance
o Borrowing base certificates
o Collateral reporting
• Identify and escalate emerging credit risks or exceptions
• Assist in risk rating reviews and portfolio segmentation
• Prepare portfolio reports for management, loan committee, and board reporting
• Track criticized/classified assets and support workout or remediation efforts
• Prepare and assist with files for internal audits, loan reviews, and regulatory exams
• Perform financial statement spreading and analysis
• Assist in data collection and generation of recurring and ad hoc reports
Qualifications
Education & Experience
• Bachelor's degree in Finance, Accounting, Business, or related field (or equivalent experience)
• 2-5+ years of experience in commercial loan processing, loan operations, or credit administration
• Experience with commercial real estate (CRE), C&I, and/or SBA lending preferred
• Experience in a community or regional bank environment preferred
• Works closely with: Commercial Lenders, Credit, Senior Management, and limited third-party vendors
Skills & Competencies
• Strong understanding of commercial loan structures (C&I, CRE, SBA, participations)
• Knowledge of loan documentation and servicing systems
• Ability to analyze financial statements and identify risk trends
• Strong attention to detail and organizational skills
• Proficiency in Excel and reporting tools
• Effective communication and cross-functional collaboration skills
Associate Benefits
While working for Express, our associates can also become eligible for a variety of benefits:
- Referral bonuses - $100 per employee referred after 80 hours worked.
- Medical plan
- Dental plan
- Vision/eyewear plan
- Prescription drug reimbursement
- Short-term disability
- Direct deposit
- Sick Pay
- Perks at Work - Save money with offers and discounts on everything from large or everyday purchases with popular merchants.
- 401(k) retirement savings plan
- Life insurance
At Express, we will assess your skills; offer you interview and resume writing tips, and work with you to find a job that fits your needs and abilities. You will never pay a fee at Express and you will have the opportunity to earn benefits. We have more than 200 jobs available every month and we want to talk to you! To find out more, contact us today!
TO APPLY
- Stop by our office at 1208 Washington Way Suite 130, Longview, WA 98632 (Monday-Friday 8am-5pm)
- Call Express Employment Professionals at 360-414-1200 to speak with a hiring manager
- Text 'Jobs' to 360-414-1200
- Complete the application on our website expresspros.com/longviewwa
- Submit your resume via email to longviewwa@expresspros.com
'All employment offers are contingent on the successful completion of a pre-employment drug screening, THC approved for pre-employment purposes and criminal background check & credit check in compliance with all applicable federal and state laws.'
#LV1956
Express Office: Longview
1208 Washington Way
Suite 130
Longview, WA 98632