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Commercial specialist skills for your resume and career
15 commercial specialist skills for your resume and career
1. Customer Service
Customer service is the process of offering assistance to all the current and potential customers -- answering questions, fixing problems, and providing excellent service. The main goal of customer service is to build a strong relationship with the customers so that they keep coming back for more business.
- Demonstrated exceptional customer service, meeting insurers, public adjusters, and other experts inspecting and documenting damages.
- Provide product pricing and technical and manufacturing information to sales and customer service personnel.
2. Portfolio
- Analyzed and presented portfolio results to senior management, and made asset strategy recommendations to improve results.
- Support underwriting and product as an expert in portfolio analysis and agency performance.
3. Commercial Loans
- Reconcile bank statements and processing and assuring accuracy of all monetary and maintenance transactions of complex commercial loans.
- Ensured that commercial loans had proper documentation and insurance coverage.
4. Real Estate
Real estate is land that has buildings on it. This kind of property consists of permanent improvements either natural or man-made, which include, houses, fences, bridges, water trees, and minerals. There are 4 types of real estate namely; residential real estate, commercial real estate, industrial real estate, and vacant land.
- Assist commercial lending officer with processing, documenting and servicing new and existing consumer, commercial and real estate loans.
- Joined NAI affiliate, a global commercial real estate firm, specializing in leasing and selling industrial and investment properties.
5. Product Knowledge
Product knowledge is the skill of having better information and knowledge about the product you are selling. Product knowledge is essential for the employees of the companies so they can communicate and inform the customers about the product. Having great product knowledge is essential for a better sales pitch and to give the customer a better and complete idea of the product that will influence him to buy the product eventually.
- Designed and led seven monthly training sessions, including broker education and product knowledge seminars, sales strategy and training.
- Trained staff on product specifications, product knowledge presentation, and establishing presence in field.
6. Booking
- Worked closely with middle office to prepare for loan closing, loan documents, loan booking, and final setup.
- Prepared booking and collateral file package, cited post-closing exceptions, and handled maintenance.
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- Ensured that complex loans adhered to bank policies, procedures and regulatory requirements.
- Provide proper reporting to management according to bank policies and OCC requirements.
8. Origination
- Full responsibility for origination and underwriting of unsecured, business LOC/ODP product.
- Served as a relationship manager for origination of new business customers.
9. UCC
UCC standing for Uniform Commercial Code is a set of laws and regulations concerning commercial transactions (such as sales of goods). It's not federal law but a uniformly adopted state of law covering security interests. The UCC also aims to provide consistency and clarity across the country. And because the UCC is a universally adopted law, businesses can enter into contracts with confidence. The resulting certainty of business relationships allows the economy to thrive and business to grow.
- Reconciled and processed loss proceeds claims, UCC filings and processed the release of liens.
- Examined and prepared mortgage releases, UCC terminations, stocks and CD releases.
10. Bank Secrecy Act
- Complied with regulatory requirements, including the Bank Secrecy Act, AntiMoney Laundering and OFAC.
- Full compliance with Bank Secrecy Act (BSA) and financial industry regulations and all local and federal applicable legislation.
11. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Researched on additional information from the customer such as financial statements, bank references, trade references etc.
- Spread financial statements, perform ratio analysis, cash flow analysis, covenant testing
12. Loan Closings
- Collaborated with customers and outside agencies to coordinate loan closings.
- Perform loan closings Wire transfers.
13. Commercial Banking
- Designed and implemented sales management processes in Business Banking, Commercial Banking and Community Banking in collaboration with senior market leaders.
- Provided sales and operational support to commercial banking customers and prospects.
14. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Developed strategic business plan for organization, balancing sustainability of existing client base with business development efforts and new market growth.
- Designed and implemented business development plans by identifying problems, root causes and solutions ensuring profitability.
15. Business Relationships
- Maintain and develop positive business relationships with vendors.
- Cultivated mutually-beneficial business relationships with new/existing member-owners and vendors.
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What skills help Commercial Specialists find jobs?
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What type of skills will young commercial specialists need?
Argie Hernandez
Division Advisor, New Mexico State University
-Computer skills
-Writing and Communication
-Critical Thinking
-Team Player (very important)
List of commercial specialist skills to add to your resume

The most important skills for a commercial specialist resume and required skills for a commercial specialist to have include:
- Customer Service
- Portfolio
- Commercial Loans
- Real Estate
- Product Knowledge
- Booking
- Bank Policies
- Origination
- UCC
- Bank Secrecy Act
- Financial Statements
- Loan Closings
- Commercial Banking
- Business Development
- Business Relationships
- Customer Issues
- Market Trends
- Insurance Policies
- Customer Inquiries
- SBA
- HVAC
- Customer Complaints
- Tax Returns
- Customer Relations
- Credit Reports
- Inventory Management
- Customer Accounts
- Customer Orders
- Outbound Calls
- Market Research
- Account Management
- Commercial Property
- Parts Orders
- Computer System
- Client Relations
- Account Balances
- Inventory Control
- Technical Assistance
- Business Administration
- Title Issues
- Commercial Vehicles
- Credit Card
- Commercial Buildings
- Problem Resolution
- Cash Flow Analysis
- Claims Handling
Updated January 8, 2025