Customer Success Specialist

We are looking for a detail-oriented Customer Success Specialist to support commercial lending operations in Rayville, Louisiana. This contract opportunity with permanent potential is ideal for someone who can manage documentation with precision, coordinate effectively across teams, and help ensure commercial loan files are complete, compliant, and ready for closing. The person in this role will contribute to accurate loan package preparation, documentation review, and due diligence activities tied to commercial and real estate lending.

Responsibilities:

• Prepare commercial loan and collateral documentation for a variety of lending transactions while maintaining alignment with bank standards and applicable legal requirements.

• Review participation loan files for both purchased and sold transactions to confirm completeness, accuracy, and proper execution.

• Examine existing loan and collateral records during renewals or new originations to identify and resolve documentation issues tied to previously pledged assets.

• Coordinate with attorneys and other external partners when legal support is needed to move commercial loan closings forward.

• Gather and evaluate pre-closing materials such as approval records, borrower organizational documents, lien search results, title work, insurance coverage, flood compliance items, environmental reports, and appraisal documentation.

• Verify that borrower authority, collateral protection, lien position, and underwriting support meet internal policy expectations before closing.

• Support secondary quality reviews of loan packages to reduce documentation errors and strengthen file accuracy prior to finalization.

• Work closely with lending and documentation staff to assist with due diligence efforts and the preparation of complete commercial loan files.

• Bachelor’s degree in business, finance, or a related field, or four years of directly relevant commercial loan documentation experience in place of a degree.
• At least 3 years of experience handling commercial loan documentation in a banking or lending environment.
• Preferred experience using LaserPro for commercial lending documentation.
• Working knowledge of commercial loans, loan origination, loan administration, and commercial real estate documentation.
• Familiarity with federal and state banking regulations, including fair lending and flood-related compliance expectations.
• Ability to review detailed documentation carefully, identify discrepancies, and follow issues through resolution.
• Strong communication and coordination skills with the ability to work effectively with internal teams and outside counsel.