- 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
- Solid 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
- Strong 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 (Vancouver)
🏢 Calculated Hire
📍 Vancouver