Job Description:
Primary responsibility is to prepare accurate legal documentation in accordance with Bank policies/procedures and to facilitate loan closings directly with the client and/or vendors, which includes routine to complex transactions. The role requires the individual to work with various vendors to perform due diligence (property appraisal, flood and hazard insurance, title, etc) to perfect the security interest in the various types of collateral pledged to the Bank by the borrower as security for a loan or line of credit.
Key Metrics:
Monthly Productivity
Quality/Accuracy
Timeliness/Cycle Time
Client Satisfaction
Risk
Required Skills:
Financial acumen (preferably with business lending, legal and risk)
Strong technology skills – computer savvy, must be able to toggle across multiple systems
Microsoft Office proficiency
Ability to multitask and prioritize competing requests – it’s a fast paced environment
Strong customer service and communication skills – interaction with client managers
Desired Skills:
LoanIQ
Previous commercial/insurance experience
Job Band:
H6
Shift:
1st shift (United States of America)
Hours Per Week:
40
Weekly Schedule:
Referral Bonus Amount:
0