Credit Management Assistant

Citizens Business BankOntario, CA
$20 - $24Onsite

About The Position

Assist Citizens Express Credit Manager and staff with various duties and the essential processing of Citizens Express Credit loan requests.

Requirements

  • High School diploma or GED; and six months related experience.
  • Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals.
  • Ability to write routine reports and correspondence.
  • Ability to speak effectively before groups of customers or employees of organization.
  • Ability to apply basic math concepts to add, subtract, multiply and divide in all units of measure, using whole numbers, common fractions, and decimals using a PC or calculator.
  • Ability to apply common sense understanding to carry out instructions furnished in written, oral, or diagram form.
  • Ability to deal with problems involving several concrete variables in standardized situations.
  • Working knowledge of Microsoft Suite, specifically with Excel and with Word, and Outlook is required.

Nice To Haves

  • Familiarity with Navigator and Director is highly desirable.

Responsibilities

  • Complies with and stays abreast of all policies and procedures, federal and state laws applicable to the job.
  • Provide phone support and excellent customer service to department, Relationship Managers, and Managers.
  • Review incoming credit requests for completeness and compliance with federal laws regarding application products.
  • Review incoming credit requests for completeness, obtain required signatures for RCE’s, and loan documentation requests.
  • Review and prepare invoices for payment approval.
  • Cross train in, and act as back-up for, Experian credit job functions.
  • Participate in job related educational seminars/webinars to continually increase knowledge, stay abreast of new and upcoming legal, regulatory, and operational changes.
  • Actively applies an understanding of the Bank’s Loan Policy and procedures as they pertain to the Citizens Express Credit unit.
  • Provide, present, and promote The Citizens Experience to all external and internal customers.
  • Other duties as assigned.

Benefits

  • Annual bonus
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