Private Bank Lending Assistant
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Job overview
The Private Bank Lending Assistant supports the lending group with loan documentation, servicing, client management, and coordination across bank departments. The role assists private bank customers with lending and deposit activities and supports private bankers with administrative work, monitoring, and financial-information gathering. It also involves loan application input, ordering reports and appraisals, and preparing monthly activity reports.
Skills & qualifications
Skills
Qualifications
Full job description
Description Provides support to the lending 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 Private Bank customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan funding's, ordering title reports, UCC filings, and various inquires. Assist Private Bank customers with deposit related activities, such as but not limited to: wire transfers, account transfers, and various inquires. Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned. Requirements Three years of loan processing or loan servicing experience in a similar financial environment; High school diploma or equivalent required with some college business course preferred; Bachelor Degree desired; Excellent customer service skills; general knowledge of bank processes; excellent written and oral communication skills; excellent PC skills; working knowledge of commercial loan documentation is required. Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. MidFirst and its affiliates are Equal Opportunity Employers- M/F/Disability/Vets A Drug Free Workplace
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