Associate Portfolio Manager
3 weeks ago
Essential Responsibilities:
Provide Service to all commercial loan customers pertaining to any inquiries and resolve any issues analyzes data, executes response and determine conclusion of request
Prepare letters and memos related to account & loan issues by determining course of action execution based on bank guidelines.
Respond to all correspondence and daily e-mails on a timely basis to ensure responses are handle to the benefit of the customer and bank under standard practices and procedures
Oversee Commercial Portfolio Charge Backs, Large Items, Non-Post & Positive Pay on timely manner to resolve solutions within the allowed time based on standard practices and instruction
Oversee appointments & reports to exchange information with loan officers routinely to manage closings and day to day activity within the allowed targets. Meetings should be set up weekly.
Review Commercial Loan Application to determine if HMDA reportable for accurate reporting purposes.
Review approved CAM to determine the required documentation and prepare the file for closing
Order Phase I Environmental & Appraisal Engagement, prepare tickets for any fees POC
Determine and provide all Closing Fees & Escrow Figures to be collected at closing, prepare disclosures to be signed at closing
Oversee Document Checklist to reflect received and pending items for closing. Coordinate with Commercial Banking Officer & customer to satisfy remaining Pre-Closing Conditions to close
Perform Site Inspections, obtain current insurance and property taxes
Monitor & collect payment on Past Due loans
Oversee Applications for Advance, payoff request, auto debit request, loan & account maintenance and Loan Payments
Minimum Requirements :
A formal training in banking products and/or processing new accounts and, at least 3 years of experience in a similar job is required or equivalent combination of education and experience sufficient to successfully perform the essential functions of the job is required.
EQUAL EMPLOYMENT OPPORTUNITY EMPLOYER
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