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Job Description:
Description
The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned.
RESPONSIBILITIES
- Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete.
- Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst.
- Performs call back function on established provisionally received ticklers for loan originations and modifications.
- Periodic updating of tickler and covenant notes as requested by the Portfolio Manager.
- Dispositions tickler and covenant items as appropriate and as requested by Portfolio Manager.
- Provides general assistance to the Credit Analyst, Portfolio manager and Credit Manager.
- Assists borrowers with payoffs, line of credit advances and loan draw requests.
- Responds to general customer inquiries regarding loan statements, document copies, loan balances, etc.
- Uploads various documents and other financial information as received by borrowers.
- Assists with management of the imaged file and various periodic file management projects.
- Assists Portfolio Manager and Credit Manager with re-indexing files as necessary.
- Reviews borrower imaged file to ensure current insurance certificate and related information have been properly and timely uploaded.
- Works closely with the Portfolio Manager in the initial preparation of Letters of Interest and Letters of Approval.
- Assists the Portfolio Manager with the setup of the electronic working file and the uploading of periodic information received by the customer.
- With respect to loan reviews; orders site inspections, Westlaw Reports, credit reports, UCC searches and various other information on an as needed basis.
- Performs other duties and tasks as requested by the Credit Manager, Portfolio Manager or Credit Analyst.
QUALIFICATIONS
- Familiar with commercial lending terminology.
- At least 1 year experience in a lending administration environment.
- Knowledge of CASH Suites, Salesforce and FIS Horizon a plus.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
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