About this role
About Working at FineMark Bank and Trust, a division of Commerce Bank
FineMark Bank & Trust, a division of Commerce Bank, delivers exceptional service in banking, trust, and investments, fostering long-lasting client relationships. We provide a workplace grounded in integrity, teamwork, and an entrepreneurial spirit, where associates are empowered to contribute and serve with purpose. Our culture is rooted in doing what is right, with an emphasis on thoughtful innovation, sound decision-making, and delivering the highest level of service to our clients.
About This Job
The main purpose of this job is to provide accurate and timely processing of the construction draw process.
Essential Functions
- Order title insurance updates as appropriate and review for accuracy
- Order appropriate insurances and surveys and review for accuracy, along with inspections
- Understand and monitor NTO/partial releases/final releases and construction lien law
- Input loans into a construction loan software program for tracking, draws, balancing, etc. and maintain the accuracy of the program
- Reconcile loan amount, equity requirements, draws, etc.
- Fund construction draws after obtaining the appropriate approvals
- Maintain accurate draw files
- Answer telephone and respond to written inquiries concerning loan construction-draw process from clients, contractors, etc.
- Regular attendance at the FineMark location designated in this job description, during regular business hours, or assigned hours for the position, is required
- Perform other duties as assigned
Knowledge, Skills & Abilities Required
- Strong knowledge regarding construction lien law, AIA formatting, and percent- complete construction
- Strong background in word processing, computerized spreadsheets, and legal requirements of lien perfection and loan compliance
- Excellent proofreading skills
- Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
- Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
- Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
- Basic level proficiency with Microsoft Word, Excel, Teams, and Outlook
Education & Experience
- Bachelor’s degree or equivalent combination of education and experience required
- 4+ years experience in the loan processing department of a financial institution required
*Hybrid Schedule: In office 3 days per week
Must be eligible to work in the US without sponsorship now or in the future.
The candidate selected for this position may be eligible for the following employment benefits: employer sponsored health, dental, and vision insurance, 401(k), life insurance, paid vacation, and paid personal time. In addition, we offer career development, education assistance, and voluntary supplemental benefits. Click here to learn more.
Location: 8695 College Parkway, Suite 100, Fort Myers, Florida 33919
Time Type:
Full time