Closes varied and complex loans and may disburse loan funds.
Prepares and/or reviews all loan documents for completeness and accuracy.
Reviews documentation and verifies work processes to ensure completeness, accuracy and conformance to established service levels and applicable policies and procedures.
Reviews moderately complex loan-closing documentation based on approval documentation.
May be responsible for sharing best practices with team members and may recommend process improvement.
May represent department on projects and initiatives.
Participates on deal team with negotiations of the legal documentation.
Reviews and validates due diligence associated with project or transaction.
Partners with internal and/or external business partners to route communications, documents or other action items to complete transactions.
Identifies and may address exceptions; escalates appropriately.
May interact with customers and/or have assigned accounts or portfolios.
Provides responses and documentation to inquiries and ad hoc requests.
Completes loan set up sheets and other necessary documentation for entry into the bank's loan system.
May schedule time frames for loan closings in light of loan commitments and customer needs.
Requirements
Capital Management
Compliance Requirements
Corporate Accounting
Credit Assessment
Customer Experience (CX)
Customer Solutions
Documentations
Due Diligence
Process Improvements
Data Gathering and Analysis
Decision Making and Critical Thinking
Effective Communications
Managing Multiple Priorities
Negotiating
Operational Functions
Planning and Organizing
Problem Management Process
Products and Services
Standard Operating Procedures
University/college degree with < 1 year of professional experience and/or successful completion of a formal development program