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Commercial Credit Specialist

Charlotte, North Carolina

Job Description:

The Commercial Credit Specialist (CCS) is responsible for tasks related to the end to end commercial credit process. The CCS role is the first point of engagement for the client team and responsible for ensuring timely and consistent execution of the commercial credit process. Responsibilities include initial deal coordination, confirmation that appropriate financial statements have been submitted for a request, order and review of pre‐close due diligence, preparation of internal legal documents or engagement of the fulfillment team, validation of operational feasibility and adherence to policy, coordination of closing activities, coordination of booking with product partners, escalating and resolving client issues, and setup/scheduling/collection/monitoring of client related documentation as required by the Loan Agreement. The role is centrally located, market aligned and remote from the client team. Role will have virtual client contact in order to facilitate collection of required documentation and other closing activities.

Required Skills:

  • Strong, professional communication skills and client‐facing presence

  • Organizational and time management skills

  • Exceptional sense of urgency

  • Delivery of world class client experience; customer service focus

  • Attention to detail and able to execute in a fast paced environment

  • Responsive to customer needs

  • Proven self‐motivator with the ability to effectively prioritize work

  • Ability to coordinate with multiple points of contact (internal and external)

  • Experience in the financial services industry, specifically related to commercial banking

Desired Skills

  • BA/BS degree; Business degree preferred

  • Project management experience

  • Paralegal skills (i.e. understand legal language and experience with legal docs)

  • Prior loan closing experience (or similar)

  • Understanding of commercial credit

  • Proficiency in technology, including Microsoft applications


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:
800 W TRADE ST, NC, Charlotte, 28255