commercial loan specialist

Washington Trust Bank

<div>This role is primarily responsible for the servicing of Commercial loans including but not limited to preparing commercial loan documentation, loan boarding, collateral perfection &ndash; including but not limited to; real estate, UCC and titled vehicle secured, processing of related financial transactions, and loan reconciliation functions.

Location: This role is open to candidates within Washington Trust Bank&rsquo;s footprint of Washington, Idaho, and Oregon. A hybrid work schedule is available after training, combining remote and onsite work. Regular, reliable attendance is required.

Schedule: Monday thru Friday, 8:00am - 5:00pm.

Essential Functions:
<ul>
<li>Handle loan boarding and collateral perfection.</li>
<li>Audits and reviews loan documents for a variety of commercial loan products to ensure compliance with regulatory and policy issues.</li>
<li>Responsible for handling loan package requests from bank lenders and determining required documentation for specific loan type and conditions.</li>
<li>Orders and verifies supporting documentation. Reviews documents for accuracy and completeness. Manipulates systems and uses knowledge to create effective loan packages.</li>
<li>Prepares appropriate documentation for collateral to be pledged. Ensures accuracy and completeness for perfection and government regulations.</li>
<li>Effectively communicate with other departments in the Bank, collaborating with internal and external customers to ensure a successful customer experience.</li>
</ul>
Qualifications:
<ul>
<li>Proficient knowledge of loan documentation, collateral perfection, and general loan servicing, as well as bank, federal, and state policies and requirements.</li>
<li>Experience with LaserPro, BakerHill NextGen, Jack Henry Silverlake or similar loan servicing, boarding and collateral perfection platforms preferred.</li>
<li>Minimum of 1-3 years of experience working in a loan servicing or administrative environment is required.</li>
<li>Strong knowledge of lending laws, regulations and business loan documentation. Knowledge of flood regulation is a plus.</li>
<li>Demonstrated accuracy in working with detailed data in a deadline-oriented environment.</li>
<li>Demonstrated ability to quickly adapt to and utilize systems and applications.</li>
<li>Strong telephone and interpersonal communication skills.</li>
<li>Ability to effectively prioritize work projects to meet deadlines.</li>
</ul>
Pay Range:
Loan Servicing Specialist II- $20.67 - $31.03 
Loan Servicing Specialist III- $22.50 - $33.76

The compensation range represents the low and high end of the base compensation range for this position located in Central/Eastern Washington area. Actual compensation will vary and may be above or below the range based on various factors including but not limited to location, experience, and performance. 
 
Candidates in Portland, OR metro area can anticipate a pay range of:

Loan Servicing Specialist II- $25.83 - $38.78 
Loan Servicing Specialist III- $28.13 - $42.20

Candidates in Seattle and Bellevue, WA metro area can anticipate a pay range of: 
 
Loan Servicing Specialist II- $28.93 - $43.44 
Loan Servicing Specialist III- $31.51 - $47.26 

What Our Culture Can Offer You:

Our benefit philosophy is to provide you with a comprehensive package to secure your overall wellness and help you become and remain a fulfilled and productive employee. Our benefits include Health, Financial, Retirement and Work/Life Benefits. We are proud to share an overview of our benefits HERE as part of your total compensation.

Washington Trust Bank celebrates diversity in the workplace and actively recruits talent to help reflect the unique communities where we live and work. We are proud to be an equal opportunity employer and prohibit discrimination or harassment based on race, religion, sex, gender identity, sexual orientation, national origin, age, pregnancy, disability, genetic information and any other protected characteristics outlined by state, federal and local laws. We believe strength comes from the diverse backgrounds and experiences of our team, and we are dedicated to fostering a supportive and inclusive work environment.</div>

Commercial Loan Servicing Specialist II-III

Regions Financial

Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
 
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
 
Job Description: 
At Regions, the Credit Products Commercial Loan Fulfillment Specialist will orchestrate the closing process for all members of the Relationship Team and vendors associated with each loan. The closing process entails providing assistance by completing, collecting, and analyzing documents necessary for the extension of credit, booking the loan, resolving documentation exceptions post-closing, and interacting with borrowers, outside counsel, bank associates, and a variety of third parties.
 
Primary Responsibilities
 Drafts and reviews loan documentation ranging from simple to high volume or high complexity for commercial purpose loans in a multi-state environment
 Understands the risks associated with closing various types of commercial loans
 Obtains the necessary documents to evidence the debt and secure the loan
 Ensures the loan is closed per loan approval and that supporting documentation conforms to loan approval and policy
 Identifies potential issues related to documentation, policy or regulatory requirement and remediate prior to closing
 Communicates frequently with business partners throughout the closing process
 Complies with departmental performance level metrics
 Contributes to the formulation of plans to mitigate risks
 Understands the client’s needs and identify opportunities to improve and resolve client service issues related to the extension of commercial credit
 Serves in a problem solving capacity by providing client service for loan products
 Addresses loan setup issues promptly to ensure system data integrity
 Partners with one (1) or more of the following segments: Commercial Banking, Branch Small Business, Private Wealth, Real Estate Banking (includes Home Builder Finance, Income Property Finance, Affordable Housing, Real Estate Corporate Banking), Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management
 Support in Real Estate Banking, Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management includes ensuring loans are booked timely, disbursing loan proceeds in accordance with loan approval and packaging loan documents
 
May assist with the training of team members in areas but not limited to loan documentation and compliance
 
This position requires the tracking of time and is eligible for overtime for hours worked in excess of 40 per week under the Fair Labor Standards Act.
 
Requirements
 High School Diploma or GED
 Four (4) years of related banking experience
 General knowledge of insurance requirements and other property due diligence necessary for real estate transactions
 General knowledge of syndicated transaction and the ability to collaborate with Capital Markets and other lenders for agent and non-agent deals if supporting Real Estate Banking, Regions Equipment Finance, Specialized & Diversified Industries, and Problem Asset Management
 
Preferences
 Bachelor’s degree
 Previous Commercial Banking and/or Commercial Equipment Leasing Experience
 
Skills and Competencies
 Ability to provide excellent customer service
 Demonstrates knowledge of commercial credit, regulatory (including Bank Secrecy Act - Anti Money Laundering Software (BSA/AML), Beneficial Ownership, Office of Foreign Assets Control (OFAC), Flood Regulations) and documentation policies
 Demonstrates strong interpersonal, verbal and written communication skills
 Excellent time management
 Highly organized, detail-oriented, and is able to manage multiple projects under time constraints
 Responds with a sense of urgency
 Strong analytical and problem solving skills
 
Position Type Full time
 
Compensation Details
 Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
 
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
 
Job Range Target: 
Minimum: $46,750.00 USD
 Median: $57,270.00 USD
 
Incentive Pay Plans: This job is not incentive eligible.
 
Benefits Information
 Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
 
Paid Vacation/Sick Time
 
401K with Company Match
 
Medical, Dental and Vision Benefits
 
Disability Benefits
 
Health Savings Account
 
Flexible Spending Account
 
Life Insurance
 
Parental Leave
 
Employee Assistance Program
 
Associate Volunteer Program
 
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
 
https://www.regions.com/about-regions/welcome-portal/benefits
 
Location Details Riverchase Complex North Building
 Location: Hoover, Alabama
 
Equal Opportunity Employer/including Disabled/Veterans
 
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.

Credit Products Loan Fulfillment Specialist

Florida Credit Union

<div>Join Our Team at Florida Credit Union &ndash; Where Your Future Shines Bright!
About Us:
At Florida Credit Union, our mission is clear: to enhance the lives of our Florida neighbors through exceptional financial services. When you become a part of our team, you&rsquo;re not just starting a new job; you&rsquo;re joining a vibrant community dedicated to making a positive impact. We pride ourselves on fostering a dynamic, collaborative work environment where every team member is valued and supported.
Why You'll Love Working with Us:<ul><li>
Dynamic Team Environment: Work in a supportive and collaborative atmosphere where your ideas and contributions are valued.</li><li>
Extensive Training: Receive comprehensive training to ensure you&rsquo;re set up for success from day one.</li><li>
Exceptional Benefits: Enjoy a competitive benefits package designed with your well-being in mind.</li><li>
Career Growth: Explore numerous opportunities for professional development and advancement within our organization.</li></ul>
Position Overview:
Provides operational support to the Commercial Services Department by coordinating workflow of commercial loan requests from approval to closing, booking, and post-closing audit. This position coordinates the service and management of loan documentation, loan booking, filing and recording liens, maintenance of collateral perfection, administration of loan files and tracking of post-closing loan requirements. By monitoring incoming commercial loan requests to ensure compliance with internal policies and procedures as well as regulatory and legal requirements, this role will help safeguard our institution and our members&rsquo; finances.
Your Key Responsibilities:<ul><li>
Close loans in compliance with credit approval, loan settlement statement, and audit procedures</li><li>
Perform loan document review and due diligence review of third-party reports. Request and obtain necessary documentation, including but not limited to, entity documents, title commitments, surveys, appraisals and environmental reports from third party providers such as attorneys, inspectors and appraisers.</li><li>
Work with outside counsel to initiate loan documentation, including legal searches required by obtaining property tax information, calculating tax escrows, and preparing loan closing numbers.</li><li>
Ensures accurate documentation is prepared for each loan prior to closing. Reviews documents for accuracy and adherence to approval terms. Review loan documentation for accuracy and completeness prior to closing. Proven ability for exceptional proofreading skills with a focus on consistency and technical precision.</li><li>
Processes invoices, fees collected and calculates disbursements at closing to ensure accurate accounting tracking.</li></ul>
What We're Looking For:<ul><li>
Associates Degree, Bachelor&rsquo;s Degree or Paralegal certificate preferred.</li><li>
Five years of experience as a commercial loan processor or closer with experience in most aspects of underwriting/processing/closing commercial loans for a similar type of financial institution.</li><li>
Experience in commercial regulatory and/or banking policy preferred.</li><li>
A current driver&rsquo;s license.</li></ul>
Ready to Make a Difference?
If you&rsquo;re passionate about supporting your community and eager to grow your career with a team that truly cares, we want to hear from you! Apply today and take the first step towards a rewarding career with Florida Credit Union.
Become a vital part of our mission to support and uplift our members &ndash; apply now!</div>

Commercial Loan Processor

State Bank Northwest

SUMMARYThe position of Commercial Loan Processor is responsible for preparing commercial, Ag, SBA, consumer &amp; TRID loan documentation; process customer loan payments and advances; boards loan to core system and images loan documentation; promotes business for the Bank by maintaining excellent customer relations. This is a full-time, on-site position M-F.ESSENTIAL DUTIES&middot; Completes commercial and Ag loan documentation&middot; Understanding of UCC/Real Estate/Crop collateral documentation requirements &amp; perfection&middot; Prepares Consumer loan document requests&middot; Understanding of Loan Estimate and Closing Disclosure requirements&middot; Reviews loan documentation for accuracy&middot; Boards signed loans to core maintaining data integrity&middot; Responsible for the disbursement of new loan funds&middot; Indexing of loan documentation to imaging system&middot; Prepare and maintain collateral files, ensuring complete and accurate documentation&middot; Process paid off loans &amp; collateral release&middot; Insurance tracking &amp; follow-up&middot; Detail and accuracy are a must&middot; Be able to effectively prioritize in a high-paced environmentJob Type: Full-timePay: $25.00 - $33.00 per hourBenefits:<ul><li>401(k) matching</li><li>Dental insurance</li><li>Flexible spending account</li><li>Health insurance</li><li>Paid time off</li><li>Vision insurance</li></ul>Application Question(s):<ul><li>How many years of LaserPro experience do you have?</li></ul>Education:<ul><li>High school or equivalent (Preferred)</li></ul>Experience:<ul><li>Commercial Document Preparation: 2 years (Required)</li></ul>Work Location: In person

United Bankers' Bank

<div>As a Commercial Loan Portfolio Manager at United Bankers' Bank, your analytical thinking, passion for finance, and talent for relationship building will support our dynamic lending team and play a critical role in ensuring the health of our loan portfolio, supervising the renewal cycle, providing strategic recommendations on risk ratings, and driving the success and growth within the UBB lending department 


The ideal candidate will be located in the Twin Cities and will have the option to work a hybrid schedule in the office 3 days per week, Tuesday &ndash; Thursday, after the initial training period. 

Essential Responsibilities
<ul><li>
Analyzes and underwrites Commercial customers and credit products that include Commercial Real Estate [CRE], Commercial and Industrial [C&amp;I] businesses, agriculture, bank holding companies and their subsidiary banks and individuals.</li><li>
Possesses considerable knowledge of Commercial credit policies, credit analysis, procedures and philosophy.</li><li>
Demonstrated financial and risk analysis skills.</li><li>
Has experience in structuring various types of Commercial credit and evaluating collateral with respect to value, marketability and control.</li><li>
Provides ongoing administration of an assigned loan portfolio including review of the financial and business status of the borrower and recommending risk rating changes when appropriate.</li><li>
Supervises the loan renewal cycle and works with the lender to facilitate credit approval and loan documentation as needed.
</li><li>Conducts annual reviews as part of ongoing portfolio monitoring.</li><li>
Resolves credit problems, delinquent payment issues and other related affairs.</li><li>
Monitors loan covenants to ensure compliance and follow-ups on any covenant violations.</li><li>
Develops strong relationships and ensures prompt communication with client banks and borrowers via written or verbal correspondence.
</li><li>Sends and tracks correspondence and follows up on loan requests in a timely manner.</li><li>
Verifies that loan bookings directly correlate with the terms of the approval.</li><li>
Assists Credit Administration management in preparing reports on loan portfolio metrics.
</li></ul>Knowledge, Skills &amp; Abilities
<ul><li> Bachelor&rsquo;s degree with formal credit training or MBA
</li></ul><ul><li> 5+ years of experience in Commercial underwriting and Credit Administration activities.
</li></ul><ul><li> Previous experience as a Portfolio Manager in a Commercial Banking setting preferred</li></ul>
<ul><li> Excellent verbal and written communication skills</li></ul>
<ul><li> Technical aptitude</li></ul>
<ul><li> Problem solving and presentation skills</li></ul> 


Benefits
<ul><li> Medical, Dental, and Vision</li></ul>
<ul><li> HSA with a generous company contribution</li></ul>
<ul><li> Medical and Dependent Care Flexible Spending Accounts</li></ul>
<ul><li> 401(k) plan with a 3% company contribution, plus up to an additional 1% match -Roth option available</li></ul>
<ul><li> 12 Paid holidays</li></ul>

To continue to learn more about our superior benefits package and apply for this position, please visit our Careers page at https://www.ubb.com/about-us/careers. 

Pay Range
<ul><li> $90,000.00 - $115,000.00 Salary; depending on education, qualifications, experience</li></ul>
<ul><li> Annual bonus target: 8% of annual pay dependent on company and personal performance
</li></ul>Headquartered in Richfield, MN and chartered in 1975, United Bankers&rsquo; Bank (UBB) is the nation&rsquo;s first bankers&rsquo; bank. Today, UBB has over $1 billion in assets, and is a trusted correspondent banking partner to over 1,000 community banks from the West Coast to the Great Lakes and South Atlantic. Our &ldquo;First for Your Success&rdquo; motto is a guiding principle that establishes the success of each and every customer and UBB employee as our number one priority. 

United Bankers&rsquo; Bank is an EEO/AA employer: All qualified applicants will receive consideration for employment without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status or any other characteristic protected by law.</div>

Commercial Loan Portfolio Manager

Southwest Initiative Foundation

<div>POSITION: Commercial Loan Officer 
POSITION SUMMARY:

This position is responsible for originating, underwriting, and managing commercial loans and business financing programs. The role engages prospects, applicants, and partners; structures and negotiates financing solutions; and oversees loan closing, servicing, and portfolio management. This position also ensures compliance and reporting for multiple state and federal programs, while providing technical assistance to support borrower success and program effectiveness. 
ESSENTIAL FUNCTIONS: 

<ul>
<li>Conduct comprehensive credit analysis using independent judgment and discretion for a multiple business finance programs, including United States Small Business Administration (SBA) Microloan Program, United States Department of Agriculture (USDA) Rural Microentrepreneur Assistance Program, Southwest Minnesota Community Capital (SMCC), Minnesota Emerging Entrepreneur Loan Program and other Minnesota Department of Employment and Economic Development (DEED) programs, and other special business financing initiatives. Review of business plans; historical and projected business cash flow statements, profit and loss statements, and balance sheets; credit bureau reports; business and personal income tax returns; personal financial statements; business and personal collateral/security; organizational/governance documents; audits, contracts, and other due diligence information to complete an accurate financial analysis for each applicant. Review business projections and assumptions for reasonableness to complete the financial analysis and underwriting process.</li></ul> 

<ul>
<li>Provide pre-loan technical assistance to borrowers by assisting prospects and applicants with business planning, loan application preparation, and related processes for application submission and efficient business operations.</li></ul> 

<ul>
<li>Prepare financing recommendations and coordinate applicable internal approval processes including loan committee meetings, President approvals, and Board ratifications/approvals, using independent judgment and discretion.
 
Communicate credit decisions to applicants and project partners. Negotiate terms and conditions as warranted.</li></ul> 

<ul>
<li>Prepare loan closing documents, internal loan files, intercreditor agreements, and other documents in compliance with applicable government regulations and Foundation policies and procedures. Execute filings and registrations to ensure that security interests are perfected, including UCC filings, mortgages, and other pledges of business or personal assets.</li></ul> 

<ul>
<li>Provide portfolio management throughout the term of the loan including insurance, forbearance requests, payoff management, restructuring requests and complex payment issues, substitutions or releases of collateral, collections, and other elements of a mission-based commercial loan portfolio.</li></ul> 

<ul>
<li>Ensure that all loans are made in adherence with federal, state, Foundation, and other funder policies, procedures, guidelines, and applicable laws.
 
Enforce adherence to requirements and advise management on needed actions. Maintain up-to-date knowledge of SBA, USDA, and DEED products, rules and regulations, and applicable laws and policies. Assist in preparing reports, budgets, expenditure analysis, funding requests, and all other steps needed for compliance with funding from SBA, USDA, DEED, the Community Development Financial Institutions (CDFI) Fund, and any other program funders as applicable.</li></ul> 

<ul>
<li>In collaboration with the Entrepreneurship Program Manager, provide direct technical assistance to borrowers including, but not limited to, accounting and financial management, sales and marketing, operations, governance, and general business management. Perform borrower site visits and review routine financial statements and income tax returns submitted by borrowers.</li></ul> 

<ul>
<li>Manage the budgeting and payment processes including engagement with accounting staff, management of incoming invoices, and related steps to align with internal policy and procedure, external regulation from funders, and other internal or external guidelines and requirements.</li>
<li>Support the certification, launch, and implementation of the Southwest Minnesota Community Capital emerging CDFI including, but not limited to: research, resource procurement, due diligence, strategy, budgeting and sustainability assessment, organizational design, donor and funder relations, compliance, reporting, and brand promotion.</li></ul> 


OTHER FUNCTIONS:
<ul>
<li>Participate in internal staff functions, team meetings and events.</li>
</ul><ul><li>Perform other duties as assigned.</li>
</ul><ul><li>Data Management and Integrity: Perform established processes and procedures to maintain the accuracy, completeness, and security of the organization&rsquo;s data within your area of responsibility. Ensure data is entered, updated, and managed following organizational standards and best practices. Regularly review and verify data to identify and correct errors or inconsistencies and collaborate with team members to improve data management practices.</li>
</ul>
KNOWLEDGE, SKILLS AND ABILITIES REQUIRED: 

<ul>
<li>Demonstrated ability to act independently, apply discretion and confidentiality, think critically and analytically, negotiate, and persuade; demonstrates strong situational awareness and self-awareness to act empathetically in difficult and complex situations.</li></ul> 

<ul>
<li>Knowledge of managing government funding programs, including compliance and reporting requirements.</li> 
</ul>
<ul><li>Strong written and verbal communication skills, along with program management, and stakeholder relationship management skills.</li> 
</ul>
<ul><li>Proficient in Microsoft Outlook, Excel, and Word, and database management; proficiency in bookkeeping software.</li> 
</ul>
<ul><li>Strong understanding of economic development, credit analysis and commercial finance, business operations and management, business technical assistance including operations and financial management, fundamentals of entrepreneurship, and available resources for small businesses.</li></ul> 

<ul>
<li>Knowledge and understanding of the southwest Minnesota economy including the network of key stakeholders regionally, statewide, and nationally.</li> 
</ul>
<ul><li>Ability to work collaboratively as part of a team in a fast-paced environment and effectively manage multiple demands and deadlines.</li></ul> 


CORE COMPETENCIES:

Manages Complexity, Values Differences, Cultivates Innovation, Nimble Learning, Resourcefulness, Demonstrates Self Awareness, Strategic Mindset, Communicates Effectively, Collaborates, Optimizes Work Processes, Financial Acumen, Business Insight. 


CORE VALUES:

Southwest Initiative Foundation employees are expected to demonstrate these core values: Optimism, Belonging, Integrity, Innovation, and Collaboration. 
MINIMUM QUALIFICATIONS:

Associate&rsquo;s degree in accounting, business administration, finance, or a related field, or equivalent combination of education and relevant work experience. Minimum of three years of experience in commercial business finance. Minimum of three years of experience working directly with entrepreneurs and small business owners, including experience with economic development programs or organizations. This position requires significant regional travel (estimated 2&ndash;3 days per week), as well as occasional state or national travel. Must provide personal transportation to travel as needed. 


PREFERRED QUALIFICATIONS:

Five or more years of experience in commercial business finance. Additional experience working directly with entrepreneurs and small business owners, particularly within community development or mission-based lending programs. 


STATUS: Full Time, Exempt 
 REPORTS TO: President 
NUMBER OF DIRECT REPORTS: None 
OFFICE LOCATION: Hutchinson-based with flexible work option

Remote Work Option

As part of our commitment to equitable practices, we want to ensure employees have access to resources and accommodation that empower us to thrive. We believe that both employees and the organization can benefit from flexible work arrangements. Remote work options apply to full-time and part-time employees regardless of tenure. Given the nature of some job functions, SWIF remote work arrangements may not apply to all employees. Each employee&rsquo;s remote work arrangement should maximize individual, team, and organizational well-being, and will be co-created in collaboration with their supervisor</div>

Commercial Loan Officer

Platte Valley Companies

Loan Technician
 CH Brown Company – Wheatland, WY
 
JOB SUMMARY: 
The Loan Technician’s primary duty is to provide excellent customer service to all CHB clients and visitors in-person, over the phone, or via email through initial contact, greeting, and handoff to a co-worker. The position is assigned to the Production/Apps Processing Department and works closely with other CHB associates both internal and external to the work center. Secondary duties include prepare and send written correspondence, prepare and initially handle Credit Applications and Loan Files, data entry and review, filing, and answer phone/email communications. The skill and ability to work independently and as part of a team are needed in this quick-paced and visible position. Daily work crosses multiple time zones and productivity goals are required. Exceptional communication skills and a commitment to customer service are required.
 
RESPONSIBILITIES:ESSENTIAL FUNCTIONS: 
a. Review and process incoming Credit Applications and Loan Requests; copy/transcribe data, submit online data requests, upload acquired info, and prepare the initial electronic Loan file
 b. Serve as the primary user/manager of the organizational “Credit” email account; reply to messages
 c. Prepare, print, envelope, and stamp outgoing, written official correspondence
 d. File and access or re-file Loan Folders
 e. Assist daily with mail processing to include packing, shipping, receipt, and internal delivery of items
 f. Maintain an orderly, organized, and professional appearing work center
 g. Assist with end-of-day security procedures when needed/requested
 h. Effectively utilize a computer work station and associated software to include MS applications, LOS, SilverLake, and other front-end automated data processing tools for loans
 i. Perform all other duties of a similar nature or level as assigned
 REQUIREMENTS
 
Minimum Qualifications: 
1. High School diploma or equivalent.
 2. One year full-time work experience filling an administrative or clerical support position in an office team environment; loan or banking areas experience preferred.
 3. Educational background in credit analysis and review, or equivalent obtained through practical experience.
 4. Strong administrative and organizational skills.
 5. Ability to work successfully in a high-demand, fast-paced, pressure-laced environment.
 6. Must be assertive and possess sound decision-making abilities.
 7. Competent keyboarding and computer use skills.
 8. Ability to learn new software and procedures, and grasp new concepts.
 9. Previous software experience/skills in Microsoft applications (e.g. Word, Excel, Outlook).
 10. Effective oral and written communication skills (including telephone).
 11. Self-sufficient/self-starting.
 12. Must be able to produce accurate and timely results while maintaining a professional and positive attitude.
 13. General areas of competency: dependability, personal development, work place safety, evaluation and interpersonal skills, prioritization, problem solving, teamwork, time management.
 14. Demonstrated aptitude to handle sensitive financial transactions and customer relationships.
 15. Professional dress and appearance.
 16. Must be capable of working with and maintaining the confidentiality of sensitive information.
 
Physical Requirements: 
Light Work - exerting up to 20 pounds of force occasionally, and/up to 10 pounds of force frequently, and/or a negligible amount of force constantly to move objects. Reaching, grasping, repetitive motions, stooping, crouching, standing, walking, lifting, climbing, kneeling, talking, hearing, pulling, pushing, thinking, concentrating and interacting with others.
 You should be capable of performing in a reasonable manner, with or without reasonable accommodation, the activities involved in this job. A description of the activities involved in this job is listed above.
 
Machines Used: 
Computer, scanner, fax, copier, telephone, 10-key and adding machine.
 Note: The statements herein are intended to describe the general nature and level of work being performed by employees assigned to this classification. They are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required of personnel so classified.
 
An Equal Opportunity Employer, Including Disability/Vets

CHB Loan Technician

Search 10000+ Commercial loan specialist jobs near you this May. New roles added regularly across leading industries. Apply today.

10000 commercial loan specialist jobs Near Me

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