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- Correspond with applicants to gather financial information for the loan approval process.
- Order preliminary title work, UCC searches, Flood Certificates, environmental reports, Credit Reports, and all other necessary data.
- Assists Commercial Loan Officers in managing portfolios and administrative tasks as assigned.
- Works directly with Commercial Loan Officers, Treasury Management, and other team members to effectively grow portfolio revenue by presenting financial solutions to customers.
- Provides clerical and administrative support to assigned lending staff and assists with setting up commercial loan files with timeliness and accuracy.
- Coordinates with borrower and/or insurance agent for lapsed or expiring insurance.
- Contributes to the Team’s overall meeting and/or exceeding the assigned volume/production goals.
- Primary contact for the coordination of information between client and internal departments in the loan process.
- Prepares and reviews commercial loan documents prior to closing to ensure all approval conditions and requirements are accurate and complete.
- Responsible for communication and finalizing loan closing with third parties such as title companies, external closing attorneys, inspectors, and appraisers to ensure all aspects of the loan preparation are completed.
- Prepares loan disbursement entries for loan closing and bookings.
- Reviews and processes credit reports and draw requests for customers.
- Assists in obtaining updated financial statements, credit reports, rent rolls, and other financial information to maintain the servicing file.
- Prepares loan extensions and deferrals. Assists in preparing credit memos.
- Coordinates process with participant banks for loan participation purchases or sales.
- Maintains files for all repos, small claims, and garnishments.
- Responsible for overseeing renewals, document tickler, and covenant tracking of loans.
- Monitors loan documentation exception reports and follows up to clear up document exceptions in a timely manner
- Monitor financial statement exception reports and follow up to clear up financial statement exceptions in a timely manner.
- Work closely with Commercial Loan Officer to manage maturing loans.
- Provide notary services as needed
- Other duties as assigned.
- Bachelor’s degree preferred; experience in loan operations and loan closings considered in lieu of degree.
- Proficient in office skills as well as Microsoft Word and Excel.
- Ability to effectively communicate with customers with a high level of professionalism and integrity, as well as strong interpersonal communication skills.
- Ability to multitask, utilize time management to meet deadlines, and work independently.
- Excellent customer service, listening, and communication skills.
- Detail-oriented and able to work well under stress and/or deadlines
- Attendance and punctuality are essential in the functionality of this position.
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