Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained. Supports Regional Banking production by managing post loan booking customer draw requests within a timely manner and may manage the pre closing collection of necessary documents. Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds. Adheres to policy and procedures regarding Customer callback and authentication. Requests could include draw requests with more complexity and may include limited real estate or leasehold projects. Construction requests may be moderately complex (i.e. - larger leasehold projects as well as less complex ground up construction). Ensures compliance with Federal Regulations related to Ground Up Construction and provides updates in business tracking systems. Construction documentation review and management may be required. Being available to assist with training and mentoring as well as providing support for the Credit Specialist I & Credit Specialist II job families. Tasks as needed to support the line of business and job family. Performs other duties as assigned.
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Job Type
Full-time
Career Level
Mid Level