Summary: This position is responsible for learning about commercial loan administration and providing administrative and client service support to the Commercial Bankers in support of their respective roles and responsibilities
Duties and Responsibilities:
Work with team members and management to learn and understand related terminology, as well as the Bank's loan documentation policies, procedures and guidelines
Process loan advances, loan payments, payoffs, account transfers and any other client requests in a timely manner
Ensure accuracy and completeness of loan set-up/renewal information on bank systems
Set up, process, and monitor commercial loan application packages to ensure that complete files are in place for the creation of loan documentation
Accurate data entry in commercial loan origination system to build customer, guarantor and affiliated entity relationships in the loan system
Order third party reports as assigned in commercial work processes to ensure compliance with FFB policies, guidelines, procedures and all regulatory compliance
Review and resolve a variety of customer problems / issues regarding bank products and services to include (but not limited too) deposits, treasury management, on-line banking, and loan related services
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education and/or Experience:
High School diploma or equivalent required; higher degree preferred
Entry level; 1 to 3 years of banking, loan, or related experience preferred
Basic knowledge of commercial and consumer loan documentation, to include loans secured by real property, UCC Filings, titled vehicles and equipment, pledged assets, and contracts
Must have strong customer service ethics and team building skills
Ability to prioritize, organize, and produce in a high-volume, deadline driven production work group
Must be detail-oriented and self-motivated with the ability to work independently
Strong grammar, composition, and analytical skills are essential
Proficient in Windows applications, including Microsoft Word, Excel, and Outlook
First Foundation is an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, protected veteran status, status as a qualified individual with disability, sexual orientation, gender identity or any other characteristic protected by law.
First Foundation Inc.