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Commercial Loan Specialist II

Commercial Banking

Pittsburgh, Pennsylvania; Medford, Massachusetts; Philadelphia, Pennsylvania; Boston, Massachusetts; Riverside, Rhode Island

Req. Number: 224148

Full/Part Time: F

Shift: 1st Shift


The Commercial Loan Specialist is accountable to deliver services to Commercial customers with a particular emphasis on delivering operational excellence, including collateral intake, documentation review, monitoring and safekeeping.  Provide support for processes, problem solving and documentation. Contribute ideas, innovations, and insights based on operational and customer needs. Possess strong customer service attitudes and values. Seize opportunities that enhance the customer experience. Ensure compliance with department SLAs, policy and procedure. Support efforts in streamlining  operations and improve customer service. Actively participates in process improvement activity and a culture of continuous improvement. Identify and escalate risk where appropriate. Comply with Bank procedures and operational processes as documented. Develop and maintain effective working relationships with peers and key business partners.  Maintain a positive attitude. Support an environment of cooperation and change. Recognize need to escalate issues to a higher level. Operate effectively in a customer-oriented environment and work well in a team environment.  . It is expected that the position holder will perform responsibilities with periodic oversight and minimal supervisory intervention.Primary responsibilities include:

  • Independently initiates and executes commercial loan transactions with a high level of accuracy that meets customer and business partner expectations. Regularly engages with commercial loan customers or their representatives. Prioritizes work in a time-sensitive manner.
  • Resolves straight-forward to complex customer issues with minimal guidance, escalating as appropriate.
  • Demonstrates understanding of commercial lending products as well as market verticals.
  • Models behaviors that exemplify superior customer service.
  • Demonstrates understanding of commercial loan documentation
  • Demonstrates consistency in meeting target performance goals.
  • Adheres to regulatory (federal and state) and corporate requirements for commercial lending, credit risk and operational risk. Meets all security and human resources business partner expectations by developing appropriate communication channels and feedback mechanisms to measure satisfaction.
  • Actively participates in continuous improvement activities and change initiatives to address corporate and departmental goals


  • Strong knowledge of department applications and systems preferred, including Loan IQ, Filenet, Salesforce and AFS
  • Excellent organization skills required
  • Excellent ability to multi-task required
  • 5+ years of excellent customer service skills
  • 5 + years with MS Excel Word, Power Point required
  • Excellent time management skills required
  • Excellent written and verbal skills required
  • Excellent interpersonal skills
  • Advanced analytical skills required
  • Solid interpersonal skills
  • Capacity to work independently

High School Diploma Required, Bachelor Degree preferred

Hours & Work Schedule
Hours per Week: 40
Work Schedule:  Monday –Friday  8:30 AM to 5:00 PM



We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more.

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Awards We've Received


Human Rights Campaign Best Places to Work for LGBTQ Equality


Dave Thomas Foundation Best Adoption-friendly Workplace


Noteworthy Company for Diversity


Military Friendly Employer

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