Jobs · Finance · California

Credit Management Assistant

Citizens Business Bank · Ontario, CA · 2 wk ago
Finance$20/hrFull-time

Summary

Aid Citizens Express Credit Manager and colleagues with various tasks and the thorough processing of Citizens Express Credit loan applications. Essential Duties & Responsibilities

  • Comply with and stay informed about all relevant policies and procedures, federal and state laws.
  • Provide phone support and high-quality customer service to department members, Relationship Managers, and Managers.
  • Review incoming credit requests for completeness and adherence to federal laws concerning application products.
  • Ensure incoming credit requests are complete, obtain necessary signatures for RCE’s, and manage loan documentation requests.
  • Create and approve invoices for payment.
  • Cross-train in and serve as backup for Experian credit-related jobs.
  • Participate in job-related educational seminars/webinars to enhance knowledge and stay updated on legal, regulatory, and operational changes.
  • Apply an understanding of the Bank's Loan Policy and procedures pertinent to the Citizens Express Credit unit.
  • Promote The Citizens Experience to both external and internal customers.
  • Perform other duties as directed.

Qualifications

  • High school diploma or equivalent; at least six months of related experience.
  • Ability to read and comprehend documents, operate computers, and communicate effectively.
  • Basic math skills for adding, subtracting, multiplying, and dividing.
  • Common sense to understand and apply policies and procedures.
  • Knowledge of Microsoft Suite, particularly Excel and Outlook, is required.
  • Familiarity with Navigator and Director is beneficial.

Physical Demands

  • Sit, stand, walk, and lift up to 10 pounds.
  • Use hands to finger, handle, and feel objects.
  • Communicate through speech and hearing.

Salary Range

$20.00 to $24.08 per hour. Exact compensation may vary based on skills, experience, and/or education, and location. This position is also eligible for an annual bonus.

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