Portfolio Banker Assistant
7 days ago
**Job Summary**
The Portfolio Banker Assistant is responsible for providing administrative support to the C&I lending group in preparing files for underwriting, documentation, and loan closing.
**Essential Job Functions**
- Work closely with account officers, portfolio officers, and portfolio managers to provide administrative support to ensure all documents needed for closing the loan have been received for compliance with credit approval memo and program requirements.
- Collect and maintain files according to checklist and credit approval memo including entity documents, title documents, escrow related documents, compliance documents, credit report, insurance evidence, flood certification, UCC statement, etc.
- Help engage appraisal, appraisal review, and environmental reports from approved vendors.
- Timely upload all documents to database and update Loan Vantage / Loan Status Log.
- Complete CIP / CDD forms (Customer Identification Program / Customer Due Diligence).
- Provide excellent customer service to assist customers’ needs and answer questions.
**Qualifications/Requirements**
- Bachelor’s Degree or equivalent, with a focus in Business, Finance, or Accounting preferred.
- Detail oriented with an aptitude for business and customer interaction.
- Must be efficient with cooperative work habits, while managing time to account for sudden fast-paced work environment.
- Proficient with business office and computer programs such as Word and Excel.
**Knowledge**:
- Computer skills including Microsoft Word, Excel and Outlook.
**Physical Requirements**:
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is occasionally required to:
- Stand; walk; sit; use hands to finger, handle, or feel objects, tools or controls; reach with hands and arms; climb stairs; balance; stoop, kneel, crouch or crawl; talk to hear.
- The employee must occasionally lift and/or move up to 25 pounds.
While performing the duties of this job, the employee is not exposed to weather conditions. The noise level in the work environment is usually moderate.
**Education**:
Bachelor Degree or equivalent.
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