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.