Overview
Provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account documentation, compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio.
Responsibilities
Coordinates and assists in the processing and closing of loans
Collects and reviews entity formation documents
Orders flood, tax, UCC searches and various other third-party reports as needed
Prepares applicable compliance forms, complete packages and other required items necessary to process and close the loan
Reviews forms and accurately enters data into bank’s core system
Provides general administrative support relating to loans, including but not limited to:
Processing transfer requests for loans
Organizing and maintaining complete loan files
Processing Good Faith Deposits
Handling general client requests for information or statements
Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner.
Collaborates with bank’s internal departments, clients, escrow, title & attorneys, as needed to coordinate loan closings.
Prepares applicable compliance forms, complete packages and other required items necessary to process and close the loan
Additional Responsibilities
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, with emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position
Supervisory Responsibilities This position does not have supervisory responsibilities
Minimum Qualifications
Banking experience and/or working knowledge of commercial banking products and services
Understands different borrowing entity structures
General working knowledge of computer skills to communicate with all levels of bank management, staff and customers (Excel, Word, PowerPoint and Internet access)
Ability to communicate clearly and effectively
Strong organizational ability with capacity to efficiently manage multiple projects simultaneously
Ability to take the initiative and prioritize tasks, good time-management, problem prevention and problem-solving skills
Competencies
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivation
Organization
Professionalism
Results Oriented
Physical Demands
Standing, walking and squatting less than fifty percent of the work shift
Required to lift, move and carry up to 40 pounds
Ability to read, count and write to accurately complete all documentation and reports
Must be able to see, hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
Work Environment
The work space is clean, orderly, properly lighted and ventilated with proper safety compliance
Noise levels are considered moderate
#J-18808-Ljbffr
Responsibilities
Coordinates and assists in the processing and closing of loans
Collects and reviews entity formation documents
Orders flood, tax, UCC searches and various other third-party reports as needed
Prepares applicable compliance forms, complete packages and other required items necessary to process and close the loan
Reviews forms and accurately enters data into bank’s core system
Provides general administrative support relating to loans, including but not limited to:
Processing transfer requests for loans
Organizing and maintaining complete loan files
Processing Good Faith Deposits
Handling general client requests for information or statements
Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner.
Collaborates with bank’s internal departments, clients, escrow, title & attorneys, as needed to coordinate loan closings.
Prepares applicable compliance forms, complete packages and other required items necessary to process and close the loan
Additional Responsibilities
Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and management
Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions, with emphasis on the BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft, Information Technology and GLBA.
Additional duties as assigned as it relates to the position
Supervisory Responsibilities This position does not have supervisory responsibilities
Minimum Qualifications
Banking experience and/or working knowledge of commercial banking products and services
Understands different borrowing entity structures
General working knowledge of computer skills to communicate with all levels of bank management, staff and customers (Excel, Word, PowerPoint and Internet access)
Ability to communicate clearly and effectively
Strong organizational ability with capacity to efficiently manage multiple projects simultaneously
Ability to take the initiative and prioritize tasks, good time-management, problem prevention and problem-solving skills
Competencies
Adaptability
Communication
Decision Making
Initiative
Innovation
Motivation
Organization
Professionalism
Results Oriented
Physical Demands
Standing, walking and squatting less than fifty percent of the work shift
Required to lift, move and carry up to 40 pounds
Ability to read, count and write to accurately complete all documentation and reports
Must be able to see, hear and speak in order to communicate with employees and other customers
Specific vision abilities include close vision, distance vision, peripheral vision, depth perception and ability to adjust focus
Manual dexterity required using hands to finger; handle, feel and type; reach with hands and arms
Work Environment
The work space is clean, orderly, properly lighted and ventilated with proper safety compliance
Noise levels are considered moderate
#J-18808-Ljbffr