Provides support to Private Bank by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist Private Bank customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan fundings, ordering title reports, UCC filings, and various inquires. Assist Private Bank customers with deposit related activities, such as but not limited to: wire transfers, account transfers, and various inquires. Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned.

Requirements

Three years of loan processing or loan servicing experience in a similar financial environment; High school diploma or equivalent required with some college business course preferred; Bachelor Degree desired; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of commercial loan documentation.

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)