Senior Lending Assistant at Comerica Bank
Comerica Bank · Palo Alto, United States Of America · Onsite
- Professional
- Office in Palo Alto
Senior Lending Assistant
The Senior Lending Assistant acts as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues. Provide customers with information for routine to highly complex inquiries.
The Senior Lending Assistant acts as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues. Provide customers with information for routine to highly complex inquiries.
Position Competencies
Successful incumbents possess customer service skills, ability to communicate by phone and via e-mail and other written correspondence, and problem-solving skills.
Successful incumbents possess customer service skills, ability to communicate by phone and via e-mail and other written correspondence, and problem-solving skills.
Position Responsibilities:
- Assist in servicing financial and banking needs of lending and deposit customers.
- Contacts or prepares correspondence to relationship and portfolio managers and customers, as appropriate.
- Assists officers and customers in preparing various forms, applications, presentations, etc.
- Facilitates opening, closing and modifying of accounts, including DDAs at the Banking Centers.
- Provides customers with support for interest rate elections and investment option information when requested. Includes accessing and maintaining daily listings of available options, rates, etc.
- Facilitating the request when received, acting in accordance with established policies, procedures and authorizations and verifying that the request was correctly completed.
- Researches and coordinates the resolution of complex issues related to overdrafts, returned items, lockbox, stop payments and late deposits.
- Assist with loan maintenance, monitoring and reporting.
- Monitors delinquencies and exceptions.
- Monitors and coordinates with Relationship Managers and Portfolio Managers as applicable to ensure various reports are received, reviewed and processed.
- Assists in Portfolio Reporting activities by entering and/or retrieving information from various data collection sites.
- Assist with administrative and/or compliance reporting such as FDICIA, Leveraged Lending report, etc.
- Provides administrative support to the RMs and PMs.
- Conducts customer research for officer calls, preparing/maintaining/distributing portfolio lists, reports, mailing lists, presentation materials, scheduling appointments and making travel arrangements.
- Performs additional duties such as mail, ordering supplies, correspondence, special projects and other miscellaneous tasks.
- Provides training to lower level Lending Assistants in procedures and processes.
- Act as focal point between customers, relationship managers, portfolio managers and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues.
- Provide customers with information for routine to highly complex inquiries.
- Provides administrative support to the Relationship Managers and Portfolio Managers.
- Assist in servicing financial and banking needs of lending and deposit customers.
- Assist with loan maintenance and monitoring.
- Assist in Portfolio Reporting activities by entering and retrieving information from various data collection sites.
