Commercial Loan Specialist

WestStar BankEl Paso, TX
11hOnsite

About The Position

Responsible for performing a variety of services for our clients in a timely and professional manner.

Requirements

  • Applicants who have previous experience with commercial loan documentation will be given preference.
  • General knowledge of banking and the loan process.
  • Willingness to learn and adapt to varied and added responsibilities.
  • Maintain regular and punctual attendance.
  • Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast-paced environment.
  • Proven ability to communicate effectively with all levels of bank personnel, customers, attorneys, & title companies; ability to provide excellent customer service.
  • Ability to obtain Notary Public license for the state of Texas or New Mexico.
  • Bilingual (English/Spanish) preferred.
  • Strong computer skills to include Microsoft Office, Word, Excel and Adobe.

Nice To Haves

  • Bilingual (English/Spanish) preferred.
  • Applicants who have previous experience with commercial loan documentation will be given preference.

Responsibilities

  • Interact with customers to demonstrate care and build relationships with clients through proactive outreach and follow up.
  • Assist commercial banking officers with wire transfers, payments, advances and client inquiries.
  • Assist commercial banking officers with collection of application items, requesting financials and/or other documents, client follow up.
  • Assist commercial banking officers with exception/critical reports.
  • Communicates with commercial banking officers regarding overdrafts, matured/maturing loans, contacts customer and/or insurance companies to clear exceptions on loans and other pending items, etc.
  • Ensure that correspondence received is handled and routed as needed.
  • Handles in-person and telephone inquiries; responds to request and inquiries, research discrepancies and resolves issues.
  • Notarize documents when necessary.
  • Other duties and special projects as assigned.
  • Carries out responsibilities with professionalism and respect for others in accordance with the Bank’s policy as well as to ensure compliance with Federal, State and Banking Regulations
  • Complete special projects and other tasks as requested.
  • Strong drive to achieve customer satisfaction.
  • Provide Reception coverage occasionally.
  • Participate in training as requested.
  • Ensure that all compliance with policy and regulations are being met to include wires and transfers.
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