POSITION PURPOSE

Perform initial review of regulatory data required by bank regulations for commercial loan applications.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1.Perform initial review of required regulatory data to assure completeness and accuracy.

2.Identify errors or incomplete information, contact lending associates, and coordinate solutions for resolution.

3.Establish and maintain effective communication with lending associates for completion of required loan file documentation.

4.Learn and implement knowledge of loan data regulatory requirements.

5.Effectively demonstrate professional communication at all levels to achieve desired results.

6.Aid in other loan support activities as assigned.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description may be amended at any time.

QUALIFICATIONS

EDUCATION/CERTIFICATION: 
High school graduate or equivalent.
Some college education preferred

EXPERIENCE REQUIRED: 
Experience in a financial institution not required
Minimum two years’ experience requiring attention to detail, particularly working with numbers or documents

KNOWLEDGE REQUIRED: 
Ability to assess data quality, require accuracy, and articulate results.

SKILLS/ABILITIES: 
Personal educational and work history evidencing willingness to learn new skills and ability to successfully apply newly learned skills.
Detail oriented
Accurate
Working knowledge of Microsoft Excel, Word, and Outlook preferred
Strong Time Management skills – effective at managing multiple priorities

LENDING MANAGEMENT SUPPORT – REGULATORY LOAN DATA REVIEW SPECIALIST
Ability to work both collaboratively and independently
Highly organized
Excellent oral and written communication skills with solid organizational, interpersonal, and problem-solving skills.