Commercial Loan Assistant - Pittsburg, KS
Equity Bank · Pittsburg, KS · 3 wk ago
Sales$7.9/hrFull-time
Responsibilities
- Process and close commercial loans while providing accurate and detailed support.
- Complete all pre-closing requirements.
- Once Loan Officer provides loan approval and/or commitment letter, request an estimated closing date, prepare loan document request form, input loan information into Easy Lender, and gather supporting documentation, and submit requirements and request for document preparation.
- Closeloan in conjunction with Loan Officer, collect any fees required from borrower to deposit to loan suspense, prepare funding (if applicable) - wiring instructions, etc.
- Send applicable items to be recorded: mortgages, assignment, modifications of mortgages, SNDA’s, Landlord’s consent, etc.
- Copy original note for file; send required booking documentation to Loan Operations;
- Prepare Blue/Red Files with loan documents, supporting documents, financial info, etc. for post-closing document review.
- Absorb and manage loan officer’s portfolio at times, assist officer in pre-underwriting requirements/documents to the credit department (case by case basis).
- Discuss with Loan Officer and create action plan regarding: Exception list, Delinquency/O/D/Past Due List, Maturities (Matured Loan List), Misc Filing, Follow up on recorded mortgage or final title policy.
- Process advance/draw requests as directed when needed and verify compliance.
- Bank Compliance, Laws, Regulations. Keep up-to-date on all laws and regulations. Complete necessary responsibilities to maintain compliance.
- Maintain active and open communications, and provide quality customer service to both internal and external customers.
- Communicate (when necessary) effectively with: Loan Officers, Credit Department, Loan Operations, Vendors (attorneys, title/insurance companies, county/state offices, etc.), Borrowers.
Requirements
- High School diploma is required.
- Excellent interpersonal skills and professional manner.
- Computer skills, especially the ability to work in Windows based systems.
Preferred
- 1-3 years of banking experience.