Financial Services Representative
About The Position
Provide administrative and clerical support to the Commercial Lending Operations team. Assist with day-to-day tasks and projects to help manage team workload. Organize and file loan documents, financial statements, and other records. Maintain accurate and complete loan files and customer relationship records. Track and follow up on outstanding post-closing items, such as titles, recorded documents, and searches. Escalate missing or delayed items to ensure timely resolution. Support loan payoff activities, including lien releases, satisfactions, and account closures. Ensure payoff documentation is completed, filed, and properly maintained. Follow up with insurance agents to obtain updated insurance certificates. Update loan systems and files with current insurance information. Help ensure loan records are accurate, compliant, and up to date. Provide temporary support during high-volume periods, employee leaves, and special projects. Provide your feedback on BizChat
Requirements
- 1+ years of banking exp. required (commercial lending is preferred)
- 1+ years of working with financial documents including but not limited to - real estate titles, lien releases, insurance, post-closing, loan documentation
- financial services
- Customer service
- commercial lending
Nice To Haves
- commercial lending is preferred
Responsibilities
- Provide administrative and clerical support to the Commercial Lending Operations team.
- Assist with day-to-day tasks and projects to help manage team workload.
- Organize and file loan documents, financial statements, and other records.
- Maintain accurate and complete loan files and customer relationship records.
- Track and follow up on outstanding post-closing items, such as titles, recorded documents, and searches.
- Escalate missing or delayed items to ensure timely resolution.
- Support loan payoff activities, including lien releases, satisfactions, and account closures.
- Ensure payoff documentation is completed, filed, and properly maintained.
- Follow up with insurance agents to obtain updated insurance certificates.
- Update loan systems and files with current insurance information.
- Help ensure loan records are accurate, compliant, and up to date.
- Provide temporary support during high-volume periods, employee leaves, and special projects.
Benefits
- Medical, dental & vision
- Critical Illness, Accident, and Hospital
- 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
- Life Insurance (Voluntary Life & AD&D for the employee and dependents)
- Short and long-term disability
- Health Spending Account (HSA)
- Transportation benefits
- Employee Assistance Program
- Time Off/Leave (PTO, Vacation or Sick Leave)
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What This Job Offers
Career Level
Entry Level
Education Level
No Education Listed
