What are the responsibilities and job description for the Commercial Loan Specialist position at WestStar?
Summary
Responsible for performing a variety of services for our clients in a timely and professional manner.
Essential Functions
Responsible for performing a variety of services for our clients in a timely and professional manner.
Essential Functions
- Interact with customers to demonstrate care and build relationships with clients through proactive outreach and follow up.
- Assist commercial banking officers with wire transfers, payments, advances and client inquiries.
- Assist commercial banking officers with collection of application items, requesting financials and/or other documents, client follow up.
- Assist commercial banking officers with exception/critical reports.
- Communicates with commercial banking officers regarding overdrafts, matured/maturing loans, contacts customer and/or insurance companies to clear exceptions on loans and other pending items, etc.
- Ensure that correspondence received is handled and routed as needed.
- Handles in-person and telephone inquiries; responds to request and inquiries, research discrepancies and resolves issues.
- Notarize documents when necessary.
- Other duties and special projects as assigned.
- Carries out responsibilities with professionalism and respect for others in accordance with the Bank’s policy as well as to ensure compliance with Federal, State and Banking Regulations
- Complete special projects and other tasks as requested.
- Strong drive to achieve customer satisfaction.
- Provide Reception coverage occasionally.
- Participate in trainings as requested.
- Ensure that all compliance with policy and regulations are being met to include wires and transfers.
- Applicants who have previous experience with commercial loan documentation will be given preference.
- General knowledge of banking and the loan process.
- Willingness to learn and adapt to varied and added responsibilities.
- Maintain regular and punctual attendance.
- Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast-paced environment.
- Proven ability to communicate effectively with all levels of bank personnel, customers, attorneys, & title companies; ability to provide excellent customer service.
- Ability to obtain Notary Public license for the state of Texas or New Mexico.
- Bilingual (English/Spanish) preferred.
- Strong computer skills to include Microsoft Office, Word, Excel and Adobe.
- N/A
- Office setting