Business Banking Portfolio Administrator II

EagleBank•Bethesda, MD

10h•$29 - $44

About The Position

We are a values driven organization putting Relationships FIRST. EagleBank (NASDAQ – EGBN) is focused on being Flexible, Involved, Responsive, Strong, and Trusted. By prioritizing meaningful connections with our customers, employees, and shareholders, we relentlessly deliver the most compelling, valuable service to our customers. EagleBank is committed to inclusion, equity, and respect. We celebrate diversity and intentionally seek out opportunities to learn from one another’s experience. We believe employees are essential to the building of relationships and we prioritize investing in employee growth and wellbeing. Employee involvement is fostered through resource groups, mentorship programs, community service, and scholarship opportunities for continued education. With features including maternity and parental leaves, wellness discounts, healthcare premium sharing, employer funding in your HSA account, and 100% 401(k) matching up to 4%, we pride ourselves in the ways we support our internal relationships. The minimum and maximum projected hourly pay for this position is: $29.00 to $44.41.

Requirements

H.S. Diploma or General Education Degree (GED) or equivalent
3 years commercial lending experience
2 years a similar role
Familiarity with commercial loan documentation
Good verbal and written communication
Good customer service skills
Proficient in MS Word, Excel and Outlook
Strong organization skills
Attention to detail

Nice To Haves

Bachelor’s Degree in Arts/Sciences (BA/BS)
Master’s degree in Arts/Sciences (MA/MS)
LaserPro
BakerHill B2B software

Responsibilities

Acts as liaison between the lender and borrower to ensure a proficient loan transaction by reviewing and monitoring loan packages following the approval of a loan.
Requests and reviews borrower information to ensure necessary requirements are met prior to submitting loan package for loan documentation and loan closing.
Maintains a strong working relationship with all internal and external customers.
Assists all internal and external customers with B2B products and services along with other banking needs.
Communicates loan status and progress to internal & external customers.
Ensures all proper documents are collected, reviewed, organized, and scanned prior to submission to internal and/or external customers.
Consistently provide excellent customer services to external and internal customers.
Provides internal and external customer support via email, telephone or in person meetings.
Review loan package approvals (new loans, extension, modifications) to determine due diligence items required.
Collects required due diligence materials for new loans, extensions, and modifications including, as needed, the ordering of title searches, property surveys, flood determinations, proof of required insurance, UCC searches, certificates of status, payoffs, tax service contracts, and all other searches and/or items which are necessary or appropriate to consummate the loan transaction.
Collects required borrower information including organizational materials and Beneficial Ownership Certification.
Serve as a point of contact to address questions and/or concerns during loan processing, documentation, and closing process.
Drafts loan closing documents using LaserPro software.
Updates loan closing documents after final review to address any identified deficiencies.
Prepares loan files for funding, creates loan folder in Vision Content, and generates input sheets and cover sheets to upload to loan servicing department and funding department.
Update and submit documents to the Vault utilizing approved vault log.
Assist in the review and monitoring of past due loan account and loans coming due for maturity.
Review and address exception report to ensure loan files are in compliance.
Aid in the collection of regular and critical exceptions to maintain loan exceptions to as minimal a level as possible.
Process loan transfers, loan payments, change of addresses, information request, and address questions and/or requests from bank personnel and from existing Small Business Lending customers in a timely manner.
Update and revise loan related activity reports.