Essential Responsibilities: • Provide Service to all commercial loan customers pertaining to any inquiries and resolve any issues analyzes data, executes response and determine conclusion of request • Prepare letters and memos related to account & loan issues by determining course of action execution based on bank guidelines. • Respond to all correspondence and daily e-mails on a timely basis to ensure responses are handle to the benefit of the customer and bank under standard practices and procedures • Oversee Commercial Portfolio Charge Backs, Large Items, Non-Post & Positive Pay on timely manner to resolve solutions within the allowed time based on standard practices and instruction • Oversee appointments & reports to exchange information with loan officers routinely to manage closings and day to day activity within the allowed targets. Meetings should be set up weekly. • Review Commercial Loan Application to determine if HMDA reportable for accurate reporting purposes. • Review approved CAM to determine the required documentation and prepare the file for closing • Order Phase I Environmental & Appraisal Engagement, prepare tickets for any fees POC • Determine and provide all Closing Fees & Escrow Figures to be collected at closing, prepare disclosures to be signed at closing • Oversee Document Checklist to reflect received and pending items for closing. Coordinate with Commercial Banking Officer & customer to satisfy remaining Pre-Closing Conditions to close • Perform Site Inspections, obtain current insurance and property taxes • Monitor & collect payment on Past Due loans
Oversee Applications for Advance, payoff request, auto debit request, loan & account maintenance and Loan Payments
Minimum Requirements:
A formal training in banking products and/or processing new accounts and, at least 3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.