1064 NY Corp Lending Flushing 2B.Loan Assistant

GENERAL SUMMARY

Following established company policies and procedures, assists Loan Officers in the following essential functions.

**ESSENTIAL FUNCTIONS  **

1. Prepare new and renewed underwriting packages.

2. Order Credit reports, OFAC, Entity & UCC lien searches.  

3. Support Loan Officers in loan closing and funding.

4. Assist Loan Officers with various account monitoring activities. 

5. Upload the credit files into Vision Content. 

6. Respond to customers' inquiries.  

7. Handle daily loan transactions & outgoing wire transfers. 

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QUALIFICATIONS

• Education:    College degree in accounting or finance preferred, but not required

• Experience:  Experience in a lending or banking preferred, but not required

• Skills/Ability: Proficient with Microsoft applications; Proficient in verbal and written communication skills in English; Bilingual in English and Chinese a plus.