Commercial Banking Specialist

Date: Oct 15, 2021

Location: Miami Lakes, FL, US, 33016


Join the Popular Team!

Founded in 1893, Popular Inc. has been built upon strong institutional values while providing broad financial services within the United States, Puerto Rico, and the Caribbean.

We strive to create an extraordinary legacy with a passion for customer service, tremendous dedication to our employees, and strong partnerships in the communities where we reside. Come explore Popular - Our bottom line is you.

Popular Association Loan Processing Mgmt

This position is responsible for review and submissions of loan offerings to underwriting and the effective servicing of a designated portfolio.  Customers are to be effectively serviced, inquiries responded timely and operational situations resolved promptly and efficientlty.

To be considered, you will need:

Education/Experience Required

  • High School Diploma; College degree preferred; Minimum of 1 year experience in commercial banking. 

Analytical Skills -

  • Identifies and resolves problems.
  • Identifies opportunities to increase accuracy and optimize resources.
  • Demonstrates attention to detail.

Communication Skills -

  • Speaks clearly and persuasively in positive or negative situations.
  • Writes clearly and informatively, editing work for spelling, grammar and accuracy.  
  • Presents organized and thorough information and data appropriate for intended audience.
  • Provides good documentation.

Time Management Skills -

  • Ability to work on multiple projects/tasks simultaneously, managing time and resources to ensure that work is completed accurately and efficiently within established time frame.
  • Demonstrates follow-up skills.
  • Provides timely and professional support to all customers and vendors.

Other Skills  -

  • Self motivated.
  • Team-oriented.
  • Works with minimal supervision.
  • Excellent inter-personal skills.

Banking –

  • Knowledge of banking products, services, policies, procedures, and regulations to ensure compliance related to area of responsibility (AML/BSA/etc).

Computer Skills –

  • Knowledge of basic computer operations.
  • Knowledge of Excel and Word to support office operations to produce a variety of textual documents, such as letters, reports, memos, and form letters.
  • Ability to accurately input information into and retrieve from the computer.

Customer Service

  • Highly professional demeanor with excellent  telephone skills and etiquette.
  • Utilizes various interpersonal styles and communication methods to positively assist and influence customers.

Essential Duties and Responsibilities:

  • Accurate preparation of Commitment Letters, Contract Letter Agreements, Term Sheets, Loan Narratives.  
  • Cursory review and submision of loan offerings including consistently gathering pertinent loan documentation and financials utilized for underwriting of the transaction 
  • Work with loan officer(s) to draft loan structures for initial review, including pricing models. 
  • Review of credit approval form including covenants, ensure conditions apply to loan purpose/structure.  
  • Conduct required due diligence to ensure completeness of loan offering in accordance with established guidelines.  
  • Consistently meet loan offering submission deadlines and maintain continuous follow up practices for pending documents.  
  • Proactively seek information from clients and prospects to understnad possible changing situations, needs and desired loan structures, communicate information to the loan officer(s).
  • Review documentation for renewals and restructures as approved by the loan officer(s) and/or management.  
  • Act as liaison with various units to properly service the customer.  
  • Regularly interact with management companies; provide feedback to the loan officer(s) regarding issues or concerns with loan requests.  
  • Maintains profiles of priority customers and notifies loan officer (s) of major developments; assists with managing customer relationships with new and routine transactional requests.  
  • Provide support adminestering day to day credit and loan process, inclusive of department's tickler review, credit extensions, and customer inquiries. 
  • Prepare and review loan request, contact customer and/or loan officer(s) for missing information.  Clarify facts and approvals.  
  • Maintain electronic files and prepare new customer loan files in accordance with established guidelines.  Periodically review existing documentaion for accuracy and consistency with the loan offering.  
  • Prepare transmittal letters or ELODs for advances and pay down requests.  Review loan's status on each situation. 
  • Coordinate with loan officer(s) to keep customer in compliance with financial reporting and covenant requirements.  
  • Prepare and mail financial statement requests to customer and obtain all necessary financial documentation, financial statements and/or tax returns to maintain files current and update tickler.  
  • Effectively manage incoming customer inquiries, related to loan status.  Conduct loan investigations, researching customer disputes, incorrect billing, non-receipt of statements and late charges.  
  • Monitor loan maturity dates and prepare loan extension requests. 
  • Ensure respective databases are accurate and up do date with customer information.
  • Compile data and generate management reports as needed.


Please consider joining our DYNAMIC, friendly team! It takes only a few minutes to check-out this great opportunity and apply!

We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and perform pre-employment substance abuse testing.

To learn more about Popular, visit our website at

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We reaffirm our commitment to offer essential financial services and solutions for our customers at all times, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.


Nearest Major Market: Miami