Lending Assistant - 1st Century Bank
About The Position
Lending Assistant is responsible for working closely with a relationship management team and assist with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external client needs. Duties include, but are not limited to: Assist with lending related activities, such as loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires Correspond with customers and interacts with Relationship Managers regarding loan details and to collect various documents and financial information. Monitor daily workflow and operations. Reviews loan documents to ensure accuracy with the terms and conditions per credit approval. Assists Relationship Managers in the management and creation of CRM opportunities, credit documents, and processing collateral release requests. Assist clients with deposit related activities, such as but not limited to: opening of new accounts, wire originations and transfers, account transfers, exception item processing, and various inquires Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, preparation and initial review of loan documents, maintaining credit/documentation files and gathering of financial information Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions. Assist with expense report Assist with marketing related activities such as event planning and client tracking Notarize loan document Other duties and projects as assigned.
Requirements
- 3+ years of experience of loan processing or loan servicing experience and working knowledge of commercial loan documentation in a financial environment is required
- Sense of urgency
- Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks
- Excellent computer knowledge (including a strong understanding of excel)
- Strong written and verbal communications skills
Nice To Haves
- Banking and/or mortgage background is a plus
Responsibilities
- Assist with lending related activities, such as loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires
- Correspond with customers and interacts with Relationship Managers regarding loan details and to collect various documents and financial information.
- Monitor daily workflow and operations.
- Reviews loan documents to ensure accuracy with the terms and conditions per credit approval.
- Assists Relationship Managers in the management and creation of CRM opportunities, credit documents, and processing collateral release requests.
- Assist clients with deposit related activities, such as but not limited to: opening of new accounts, wire originations and transfers, account transfers, exception item processing, and various inquires
- Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, preparation and initial review of loan documents, maintaining credit/documentation files and gathering of financial information
- Prepare various monthly activity monitoring reports.
- Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions.
- Assist with expense report
- Assist with marketing related activities such as event planning and client tracking
- Notarize loan document
- Other duties and projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
