Review legal documentation against credit approval to ensure deal terms are documented as approved.

Structure the terms of the deal in LoanIQ, the loan system

Obtain closing borrowing base (if applicable), and board to loan system

Run Flood Determinations for any real property taken as collateral, and enforce flood regulatory requirements in

Obtain and review internal funds flow documentation to account for funds at closing

Verify AML KYC has been completed prior to close

Obtain Conditions Precedent and ok to fund from Portfolio Manager

Provide funds flow and closing package to Loan Servicing, and advise servicing on any special handling

Track for receipt of closing documentation and ongoing borrow compliance (financials, borrowing base, etc.)

Proactively follow up with Portfolio Managers and analysts to obtain all document exceptions and borrower compliance

Review Borrower Compliance Certificates for pricing impact

Update LoanIQ concurrently with revised ratio and advise Loan Servicing of pricing change

Prepare LC Checklist and provide to Letter of Credit department. Advise LC department of any changes to pricing or terms throughout the life of the deal

Review closing binder and/or loan documentation closing package for completeness, and track for receipt of any missing documents

Manage deal collateral, especially margined collateral (Borrowing Base), UCC’s, Real Estate collateral & possessory

Track for receipt of Borrowing Base & update borrowing base figures in LoanIQ)

Track expiry of UCC’s,

obtain approval to continue or terminate, then continue or terminate as instructed using

CT Lien

Understand real estate collateral. Accountable for flood insurance regulatory compliance including





ensuring all flood due diligence is complete prior to loan closing. Ordering flood determinations, tracking flood

determination expiry, boarding real estate collateral to LoanIQ. Understand impact of real estate on fed call code and

proper boarding to LoanIQ

Receive notice of approval for non-lending products and advise product booking locations of approval

Review and approve LoanIQ & APMS transactions for junior staff and peers

Maintain APMS system, including processing of approved Annual Reviews, Risk Rating changes, Rating Alert raise and clear, entity static credit information maintenance, create and maintain credit connections, etc.

Monitor and action both LoanIQ and APMS exception reports on an ongoing basis

Serve as subject matter expert in the loan closing process and LoanIQ product structuring

Participate in audits

Provide input on process and procedures, participate in documentation and revision of P&Ps;

Provide training and mentoring to junior staff

Ensure timely processing of transactions to minimize risk and re-work, and to meet and exceed customer expectations

Skills/ Qualifications:

5-7 years’ experience in commercial lending operations with closing experience preferred

Experience with LoanIQ desired but not required

Operations experience with Dealer Floor Planning, Asset Based Lending or Equipment Finance is a plus

Strong knowledge of Microsoft Excel, Word, Adobe and Outlook

Solid knowledge of flood regulation

Strong analytical and problem-solving skills

Strong investigation and prioritization skills

Strong customer service and relationship management skills

Robust coaching, mentoring and training skills

Strong written and oral communication skills

Ability to multi-task in a fast-paced environment

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📌 Deal Speacialist (British Columbia)
🏢 Calculated Hire
📍 British Columbia