Job description
GENERAL SUMMARY
Following established company policies and procedures, assists Loan Officers in the following essential functions.
**ESSENTIAL FUNCTIONS **
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Prepare new and renewed underwriting packages.
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Order Credit reports, OFAC, Entity & UCC lien searches.
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Support Loan Officers in loan closing and funding.
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Assist Loan Officers with various account monitoring activities.
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Upload the credit files into Vision Content.
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Respond to customers' inquiries.
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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.