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Post Closing Loan Specialist-Charlotte

Charlotte, North Carolina

Job Description:

The primarily responsibility of the PCLS role  is perfecting the bank’s collateral by tracking and clearing collateral and documentation exceptions, UCC continuations and monitoring  various types of Hazard Insurance renewals.

  • Responsible for maintaining Excellent Composite Asset Quality Indicators (CAQI) related to exception clearing activities.
  • Monitors collateral/documentation exceptions reports for the receipt of trailing loan documentation.
  • Monitors system of record ticklers for upcoming expirations of hazard insurance policies.  Makes telephone contact with Insurance Agents requesting the renewed hazard insurance policy.
  • Monitors system of record ticklers for upcoming expiration of UCC’s. Processes the UCC3 continuations via the bank’s vendor.
  • Records Custom Mortgage Loan exceptions on the loan system of record.
  • Partners with Credit Managers and Client Teams to resolve outstanding exceptions.


  • Solid understanding of loan documentation required to perfect the Bank’s security possession. 
  • Attention to detail, ability to multi-task, time management, self-starter and ability to function independently.
  • Strong verbal and written communication skills
  • Work effectively with business partners and clients toward a common goal.
  • Strong PC skills including WORD and EXCEL.
  • Practical understanding of credit structures and loan accounting principles.
  • Systems/Applications: Loan IQ, Interact, Trade line, CT Lien Solutions, EDR and GFS.
  • Four Year College Degree in Business is preferred.


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: Yes, 5% of the time


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
620 S Tryon St, NC, Charlotte, 28255