Commercial Loan Banking Assistant

First Bank•Newport Beach, CA

About The Position

A Commercial Banking Assistant ensures the accuracy, timely processing, and completion of loan documents; up to and including all documents and due diligence reports associated with each credit facility, and works daily with both loan and deposit customers resolving issues satisfactorily.

Requirements

High school diploma or general education degree (GED) required, some college preferred; and 1-2 years commercial or retail deposit product knowledge, along with loan experience and/or training; or equivalent combination of education and experience
Minimum of 1-2 years of administrative assistant experience required
PC proficiency in a Windows environment is required; working knowledge of Word and Excel strongly preferred
Minimum 6 months previous customer service experience
Excellent organizational skills and attention to detail
Friendly and strong orientation towards customer service, a must

Responsibilities

Assist in the creation and maintenance of credit and legal files for the loan department
Complete Loan Input Worksheets, input CIF information for new borrowers and guarantors, and copy documents for lender files; send original files to Loan Servicing
Review departmental reports along with other necessary and pertinent reporting to ensure accurate and complete information is added to systems and files; assist with follow-up items on an ongoing basis for exception items
Prepare loan draws when needed; wire transfers and deposit account transfers
Follow up on exception items, obtain borrower financial statements and other borrower reporting requirements
Work with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts
Follow up with customers to ensure that services are set up in a timely manner
Cross-sell additional products to customers as the opportunity presents itself
Transfer funds to and from customer accounts upon request; complete wire transfers as instructed and handle line of credit disbursements and pay-downs with appropriate authorization
Provide customer service functions with regard to commercial loan accounts including stop payments, loan referrals, ordering checks, establishing credit cards, etc.
Open CDs and track CD maturity dates for further customer follow up
Balance Cash Items Report, Overdraft Report, and send in Activity Reports
Perform various administrative responsibilities for the Managing Director and Relationship Managers including, but not limited to: opening, sorting, and distributing mail, processing invoices, and creating and typing correspondence