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Lending Assistant - 1st Century Bank chez MidFirst Bank

MidFirst Bank · Encino, États-Unis d'Amérique · Onsite

$55,000.00  -  $75,000.00

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Lending Assistant is responsible for working closely with a relationship management team and assist with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external client needs. Duties include, but are not limited to:

  • Assist with lending related activities, such as loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires
  • Correspond with customers and interacts with Relationship Managers regarding loan details and to collect various documents and financial information.
  • Monitor daily workflow and operations.
  • Reviews loan documents to ensure accuracy with the terms and conditions per credit approval.
  • Assists Relationship Managers in the management and creation of CRM opportunities, credit documents, and processing collateral release requests.
  • Assist clients 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.
  • Assist with expense report
  • Assist with marketing related activities such as event planning and client tracking
  • Notarize loan document
  • Other duties and projects as assigned.

Position Requirements:

  • 3+ years of experience of loan processing or loan servicing experience and working knowledge of commercial loan documentation in a financial environment is required
  • Sense of urgency
  • Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks
  • Excellent computer knowledge (including a strong understanding of excel)
  • Strong written and verbal communications skills
  • Banking and/or mortgage background is a plus

Salary Range: $55,000.00 - $75,000.00. Exact compensation may vary based on skills, experience, and location.

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