What are the responsibilities and job description for the Banking - Commercial Loan Support Specialist position at United Security Bank?
Description
United Security Bank has an opening in our Commercial Lending department for a full-time Commercial Loan Support Specialist.
Primary Responsibilities
The Commercial Loan Support Specialist reports to the Commercial Loan Center Manager and provides support to the CLCM and loan officers by accurately and consistently performing the following tasks:
1. Print daily, weekly, and monthly reports for CLCM (deficit balances, past due notes, maturing loans, etc.).
2. Order credit reports, flood certifications, Dunn & Bradstreet reports, OFAC, census tract code reports, and EDR reports.
3. Assist customers with account and loan questions, requests for statements, etc.
4. Prepare loan advance/pay-down tickets, wire instructions, and other daily operational transaction paperwork. Obtain proper signatures from authorized officers.
5. Submit loan documentation orders and loan boarding packages to the Loan Service Center.
6. Reconcile and certify branch G/L accounts (loan suspense, loan cost receivable, etc.).
7. Prepare and maintain the loan files and digital files in an efficient and organized manner.
8. Other duties and special projects related to commercial lending.
Requirements
The commercial loan support specialist should possess the following skills and background experience:
1. A High School Diploma or General Education Degree (GED) is required.
2. Two years of advanced education in business administration, finance, accounting, or a related field and/or equivalent work experience.
3. One or more years of experience working in a commercial lending environment (bank or other financial institution).
4. Proficiency in Word, Excel, 10-key, and other common business software.
5. Excellent personal skills, including working effectively with customers in the business community.
6. Excellent written and verbal communication skills.
United Security Bank is an Anti-Discrimination Equal Opportunity Employer, who fully and actively supports equal access for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, or protected veteran status.
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https://www.unitedsecuritybank.com/california-privacy-policy
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Salary : $24 - $33