About this role
Dut i es and Responsibilities
- Obtain and review preliminary title reports , organizational documents and all pertinent document atio n associated with closing commercial loans .
- Document and close new and renewal loan requests
- Process loan payments and advances .
- Build/organize commercial loan files .
- Track/update ticklers/covenants for commercial loans .
- Assist Commercial Loan Officers and Asst. Commercial Loan Officers with duties .
- Obtain pertinent daily and monthly reports for department.
- Assist members/department with opening depository accounts including on - l i ne access , remote d epo s it s , ACH transactions etc ...
- Maintaining collateral files such as extending UCC ' s and recording deed of trust , etc .
- Ordering of third-party documents such as , but not limited to flood certifications , preliminary t itle r epo rt s, credit reports, NADA reports, Carfax , etc .
- Build and create commercial loan documents using Lazer Pro.
- Board commercial loans onto the Credit Unions core system.
- Other Duties as assigned
Qualifications
Required Skills
- Strong understanding of commercial loan products, class codes, loan terms, purpose codes, collateral codes, and related commercial lending terminology.
- Good communication skills
- Good computer skills (Word , Excel, DNA, Lazer Pro, Co-Pilot)
- Good organizational skills
- Ability to work independently
- W i llingness to learn new duties