Commercial Portfolio Manager

Job Summary: Supports Commercial Lenders. Processes commercial loan applications, commercial loans and prepare commercial loan documentation. Assembles checks and verifies the accuracy and completion of all loan documentation necessary for loan closings. Assists in scheduling loan closings and answers routine questions regarding the commercial loan process. Prepares checks for the distribution of loan proceeds and construction draws. Verify insurance coverage and maintain tax records.

Essential Functions and Responsibilities:

• Obtains all new commercial loan files and ensures all necessary documentation is in the file.
• Obtain and review customer documents, and clear conditions commensurate with authority level.
• Contacts lender or customer to obtain the proper information to ensure the loan process is properly completed.
• Orders title, appraisal, and other necessary documentation for all commercial loans in a timely manner.
• Work with various Title Companies and Counties to record needed documents.
• Create all necessary documents using LaserPro to close and disburse loan.
• Responsible for all aspects of loan funding process including maintaining spreadsheets, wiring funds, changing addresses with counties for filing, and paying off other loans and accounts with proceeds.
• Orders inspections, coordinates construction draws, and keeps records for each construction deal.
• Process Draws on Commercial Loans.
• Conducts all work related to lien placement and release, title preparation, and adjustments and mortgage satisfaction.
• Ensures vendors meet agreed upon service level agreements with each transaction.
• Ensure that liens properly filed and renewed on a timely basis.
• Managing UCC’s, Flood Certification, and Appraisal process.
• Assist in organizing and completing Commercial files.
• Ensure integrity of all data and process inputs.
• Ensure the company and government standards are met at all times, ensuring accuracy on all documents.
• Maintain good working knowledge of company and government standards through continued research.
• Provide all post-closing service and follow up.
• Monitor insurance coverage on loans, ensure all policies are up-to-date.
• Maintain tax records for all real estate loans.
• Pull paid off loans to release documents and title to members, counties, and other necessary parties.
• Run monthly reports and downloads.
• Provide assistance to the commercial loan team with all aspects of the commercial lending process and member boarding process.
• Perform other duties as assigned.
• This job description is subject to change at any time.

Job Requirements:

• High school diploma or equivalent.
• Minimum 1 year Experience with LasePro for Commercial loans.
• Minimum 3 years related work in Commercial Loan Processing and closing, courtesy, customer service, and tact are essential elements of this job.
• Strong understanding of full cycle lending operations, to include business development, loan processing, credit underwriting, documentation preparation, closing, and loan servicing.

· Experience with Mortgage and Uniform Commercial Code (UCC) searching, filing and renewing.

• Work involves much personal contact with others inside and/or outside the company for purposes of giving or obtaining information, building relationships or soliciting cooperation.
• Self-motivated. Strong oral and written communication skills.
• Ability to work in a fast paced environment and manage multiple priorities.
• Detail oriented and strong organizational skills required. Proficiency in Microsoft Excel and Word required.

Physical Requirements/Work Environment: May lift up to 25 lbs.;Office work- must be able to use a PC and phone; hearing and sight are required to perform this job; may need to sit for long periods of time in front of a computer.

It is the policy of Ohio Catholic Federal Credit Union to provide equal employment opportunities without regard to race, color, religion, sex, sexual orientation, gender identity, age, marital status, pregnancy, national origin, genetic information veteran or disability status or any other protected characteristic under applicable law.

Job Type: Full-time

Pay: $21.00 - $30.00 per hour

Expected hours: 40 per week

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Life insurance
• Paid time off
• Tuition reimbursement
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $21 - $30