Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we're 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that's working to fulfill its vision to be the world's most trusted financial group.
This position is responsible for auditing C&I, SBA and/or Commercial Real Estate loans that have been funded to ensure all required documents are in the file. The incumbent will follow-up on any missing items. This person will also image and upload loan documentation files to the electronic repository.
Carry a pipeline of loans to be audited for completeness.
Track receipt of filed UCC (Uniformed Commercial Code), and check if the required insurance coverage is in place. Ensure real estate documents are recorded. Confirm TCD (Time Certificate of Deposit), Savings, UBIS or UB Trust Accounts are properly held.
Set-up appropriate ticklers on the CLSA system.
Review and prepare advance requests and verify UCC for proper lien position.
Follow-up for UCC terminations. Review final Escrow Closing Statement. Review Title Policies and confirm receipt of all required endorsements.
Prepare, image and/or upload loan documentation files to electronic file repository.
A high school diploma or equivalent education required.
Must have 1-2 years of commercial and real estate loan documentation experience.
Understanding of C&I SBA, and Commercial Real Estate loan documentation.
Knowledge of AFS is highly preferred.
Must have strong organizational and follow-up skills and the ability to meet deadlines.
Proficient with MS Word and Excel.
Must have excellent oral and written communication skills.
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.
Union Bank, N.A.