- Professional
- Bureau à Dallas
This position provides support to the Private Banking Group by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to;
* Assist customers with lending related activities, such as but not limited to: loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires
* Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire originations and transfers, account transfers, exception item processing, and various inquires
* Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, preparation and initial review of loan documents, maintaining credit/documentation files and gathering of financial information
* Prepare various monthly activity monitoring reports
* Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions
* Other duties and projects as assigned
Requirements
A minimum of three years of loan processing or loan servicing experience and working knowledge of commercial loan documentation in a financial environment is required; High school diploma or equivalent required with some college business courses preferred; Excellent customer service skills; Excellent written and oral communication skills; Excellent computer skills.
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