Western Alliance Bank

  • Lending Relationship Specialist

    Req No.
    Western Alliance Bank
    Commercial Real Estate Lending
    Regular Full Time
  • Overview

    The position is responsible for gathering financial reporting borrowers, keeping the financial ticklers current, and assisting loan closers with various duties related to the loan closing process. Additionally, this position will assist underwriters and loan officers with ongoing tracking, monitoring, and reporting on the loan portfolio.


    • Prepare and email letters to customers requesting financing reporting as required in the loan documents
    • Follow up with additional email reminders to customers as needed
    • Forwarding customer financial reports and other required reporting to the centralized Financials department to update the financial ticklers, minimize level of past due reporting, and ensure that the ticklers reports are accurate
    • Informs loan officers and/or underwriters when borrowers are past due for reporting and/or slow to respond in terms of providing required information Assists with on-going updates of the lease system; volunteers for projects to streamline various job functions.
    • Order flood certifications for loans pending closing
    • Order OFAC reports for loans prior to close
    • Download, print and distribute various monthly reports for manager and loan officers
    • Assist loan closers with scanning of loan documents after loan closing
    • Check property taxes
    • Research loan system to resolve any problems and/or respond to customer inquiries
    • Assist with various projects as assigned


    • At least 1 year of related experience and/or training; or the equivalent combination of education and experience. 
      • Work related experience should consist of real estate, title, financial analysis, loan processing and/or lending background
      • Educational experience, through in-house training sessions or formal education, should be real estate, business, or financial industry related.
    • Basic knowledge of real estate and/or lending terminology.
    • Basic knowledge of related state and federal loan regulations and other Bank lending policies.
    • Ability to effectively present information and respond to questions from customers, loan officers, and department managers
    • Intermediate skills in personal computer operation, spreadsheet software, word processing (i.e., Excel, Microsoft Word, etc.).
    • Effective oral, written and interpersonal communication skills.
    • Exceptional organizational and time management skills.


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