Credit Management Assistant

Citizens Business Bank • Ontario, CA

1d • $20 - $24

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.
• To perform this job successfully, an individual should have a 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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 501-1,000 employees