Job description
Following established policies and department procedures and under limited supervision, responsible for providing loan support for loan officers including the functional duties listed below:
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Order and/or update all appraisal reports, title premium or date down, environmental reports, and field audit requests prior to new loan entry to CLX or line renewal/amendment.
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Maintain loan application log.
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Collect and input data, loan structures, covenants, and borrower’s history to CLX for new loan/renewal/annual review as assigned by the Account Officer before circulating to CAD for underwriting. Prepare Amendment/Extension with analysis and explanation for the AO – as assigned.
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Upon receipt of the approved CCR/Amendments, coordinate and collect all necessary, required documents/reports and forward to LDD for document preparation; review the completed loan documents prior to customer signatures.
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Prepare demand letters for payoff as needed.
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Forward all signed loan documents and/or demand responses to CLPM for loan closing.
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Prepare routine portfolio and other reports for the designated officer.
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Assist with various account monitoring activities including follow-up on financial reporting, exception items, and past due loan collection from borrowers.
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Assist with customer inquiries.
QUALIFICATIONS
College graduate with major in accounting or business preferred. 4+ years commercial lending and banking experience with thorough knowledge of lending regulations. PC Proficient. Strong verbal and written communication skills. Organized and detail oriented.