GENERAL PURPOSE SUMMARY
Assists one or more lending officers in a lead administrative capacity servicing a loan portfolio of greater than 15 million. Compiles preliminary loan documentation for lending officer review and approval by performing the following essential duties and responsibilities
ESSENTIAL DUTIES AND RESPONSIBILITIES
• Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Prepares preliminary loan packages by obtaining financial borrower collateral and insurance information for officer review. Acts as a liaison between officer and borrower. • Provides office management and administrative services for officer by distributing and accepting loan applications, compiling, preparing, and processing loan files for approval and underwriting. • Sets up, completes, and maintains loan files, closes loans, and disburses proceeds. Files correspondence and other records. Prepares primary commercial account loan transactions independently for officer review and approval. • Maintains and updates customer and collateral information in the banks loan and deposit database system. Maintains various tracking logs, assigns application and loan numbers, makes copies of documents. Assists customers with loan and escrow questions, payments, and payoffs. Takes messages. • Composes and prepares correspondence. Prepares outgoing mail and cost center bill payments. • Reviews collateral and Uniform Commercial Code documentation and takes necessary steps to ensure banks preferred lien position. Processes construction loan disbursement requests. • Performs other work-related duties as assigned by supervisor.
COMPLIANCE EXPECTATIONS
• Stay up to date on relevant laws and regulations and complete all compliance training on time. • Knowledgeable of and comply with bank policies, procedures, laws, and regulations that apply to you and your job. • Maintain customer confidence and protect the banks operations by identifying and protecting confidential information.