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Loan Documentation Spec

4 months ago

San Diego, California, United States Randstad USA Full time
Hey Are you interested in advancing your career with one of the oldest and largest Financial Institutions in the United States? Our client is a Fortune 500 Financial Services Company and they are hiring Responsibilities: Deliver high-value, quality operational and relationship support to Corporate / Commercial Banking relationship managers (RMs), portfolio managers (PMs) and external customers. Support revenue-generating activities in addition to driving operational and compliance support. Ensure there is a consistent level of data integrity for all systems utilized and identify and resolve exceptions quickly to minimize financial impacts. Proactively identify, research, and resolve customer issues while mitigating the future potential for other customers to have a similar occurrence. Maintain a working knowledge of all applicable regulations to ensure compliance., credit policies and procedures Credit Hard and Soft Exposure Approvals and loan onboarding and administration for agented and non-agented deals, bilateral loans, Letters of Credit, Soft $ Limits Monitoring activities and performing research to determine cause of overdrafts, daylight overdrafts and ACH file suspensions to ensure timely approval Covenant and financial credit monitoring; Marketing and presentation support with content, organization, and preparation of final deck; Proposal preparation to gather customer data and research Coordinates the preparation of loan/lease packages in compliance with policies and procedures, regulatory guidelines and investor standards by gathering and reviewing necessary documents and information within designated time frames. Preferred skills / experience: good knowledge of legal documentation used to support applicable loan processing; ability to work with legal to solve complex documentation needs, Ability to apply critical thinking to underwriting approvals, loan documentation and processes, ability to work effectively and accurately in a fast paced, high production professional environment , good organization and prioritization skills, good verbal and written communication skills. Primary internal support for the Commercial Banking Group Risk assistance, support and ensure compliance of daily credit decisions relating to risk on deposit accounts, and loans Research on loans, deposits, loan payoff, analysis, industry and banking services Presentation support

salary: $24.7 - $24.71 per hour
shift: First
work hours: 8 AM - 5 PM
education: Bachelors

Responsibilities

Deliver high-value, quality operational and relationship support to Corporate / Commercial Banking relationship managers (RMs), portfolio managers (PMs) and external customers.
- Support revenue-generating activities in addition to driving operational and compliance support.
- Ensure there is a consistent level of data integrity for all systems utilized and identify and resolve exceptions quickly to minimize financial impacts.
- Proactively identify, research, and resolve customer issues while mitigating the future potential for other customers to have a similar occurrence.
- Maintain a strong working knowledge of all applicable regulations to ensure compliance., credit policies and procedures
- Credit Hard and Soft Exposure Approvals and loan onboarding and administration for agented and non-agented deals, bilateral loans, Letters of Credit, Soft $ Limits
- Monitoring activities and performing research to determine cause of overdrafts, daylight overdrafts and ACH file suspensions to ensure timely approval

SkillsLoan ProcessingWriting - DocumentationDocumentation of Operations
QualificationsYears of experience: 2 yearsExperience level: Experienced
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Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

At Randstad, we welcome people of all abilities and want to ensure that our hiring and interview process meets the needs of all applicants. If you require a reasonable accommodation to make your application or interview experience a great one, please contact

Pay offered to a successful candidate will be based on several factors including the candidate's education, work experience, work location, specific job duties, certifications, etc. In addition, Randstad offers a comprehensive benefits package, including health, an incentive and recognition program, and 401K contribution (all benefits are based on eligibility).

Applications accepted on ongoing basis until filled.

Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.

We will consider for employment all qualified Applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.