Current jobs related to Commercial Loan Assistant - Medford - People's Bank of Commerce

  • Commercial Operations Loan Closer

    2 weeks ago

    Medford, Massachusetts, United States Citizens Full time

    Job SummaryCitizens is seeking a highly skilled Commercial Operations Loan Closer to join our Business Banking Operations team. As a key member of our team, you will be responsible for ensuring loans with complex structures or documentation requirements are closed and documented in accordance with our credit approval policy.Key ResponsibilitiesAccurately...

  • Commercial Operations Loan Closer

    2 weeks ago

    Medford, Massachusetts, United States Citizens Full time

    Job SummaryCitizens is seeking a skilled Commercial Operations Loan Closer to join our Business Banking Operations team. As a critical member of our team, you will be responsible for ensuring loans with complex loan structures or documentation requirements are closed and documented in accordance with the Citizens credit approval policy.Key...

  • Commercial Sales Director

    3 weeks ago

    Medford, Oregon, United States AutoZone Full time

    Job SummaryWe are seeking a highly motivated and experienced Commercial Sales Manager to join our team at AutoZone. As a Commercial Sales Manager, you will be responsible for driving commercial sales within your location, developing and maintaining positive relationships with commercial customers, and exceeding customer expectations by delivering exceptional...

  • Commercial Sales Director

    1 week ago

    Medford, Oregon, United States AutoZone Full time

    Job Title: Commercial Sales ManagerThe Commercial Sales Manager is a key role within AutoZone, responsible for driving commercial sales within their location. This individual will develop and maintain positive relationships with commercial customers, managing the acquisition and delivery of products, providing ongoing customer service, and maintaining expert...

  • Consumer Loan Officer Trainee

    4 weeks ago

    Medford, United States Reliable Credit Association Full time

    Join a winning team, with a successful company that has been in business over 60 Years! At Reliable Credit our two highest priorities are our Employees and our Customers, inspired by traditional values we are committed to achieve the highest standards of performance and satisfaction in everything we do. Monday-Friday (In-office) 8:30am-5:30pm Bilingual...

  • Consumer Loan Officer Trainee

    3 days ago

    Medford, United States Reliable Credit Association Full time

    Join a winning team, with a successful company that has been in business over 60 Years!The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.At Reliable Credit our two highest priorities are our Employees and our Customers, inspired by traditional values we are committed to...

  • Consumer Loan Officer Trainee

    2 days ago

    Medford, United States Reliable Credit Association Full time

    Join a winning team, with a successful company that has been in business over 60 Years!The full job description covers all associated skills, previous experience, and any qualifications that applicants are expected to have.At Reliable Credit our two highest priorities are our Employees and our Customers, inspired by traditional values we are committed to...

  • Consumer Loan Officer Trainee Position

    2 weeks ago

    Medford, Oregon, United States Reliable Credit Association Full time

    Consumer Loan Officer TraineeReliable Credit Association is seeking a motivated and detail-oriented Consumer Loan Officer Trainee to join our team. As a key learning role in our Credit Officer development program, you will have the opportunity to develop your skills and knowledge in customer service, collection, and credit application development.Key...

  • Consumer Loan Officer Trainee

    4 days ago

    Medford, Oregon, United States Reliable Credit Association Full time

    About the Role:The Consumer Loan Officer Trainee is a key learning role as part of our Credit Officer development program at Reliable Credit Association. As a non-exempt employee, you will perform customer service and collection duties, investigate and develop credit applications, and work to obtain discretionary credit approval for the origination of direct...

  • Financial Services Representative II

    3 months ago

    Medford, United States Suffolk Credit Union Full time

    Join our Member Services team as a Financial Services Representative ll and start enjoying all of the benefits of loving where you work!As a leader in the industry, Suffolk Credit Union offers superior value, unique products and personal service so our members have access to the best banking solutions around. And, just as we value our members, we value our...

  • Floating Assistant Branch Manager

    2 weeks ago

    Medford, New York, United States Suffolk Credit Union Full time

    Job Title: Floating Assistant Branch ManagerAt Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Our team is dedicated to providing exceptional service and support to our members, and we're seeking a skilled and experienced professional to join our team as a Floating...

  • Assistant Branch Operation Manager

    2 days ago

    Medford, Massachusetts, United States Suffolk Credit Union Full time

    Role Overview:The Floating Assistant Branch Manager will provide coverage for branch management or supervisory staff during absences, overseeing day-to-day branch operations on an interim basis, and as directed.This role involves supervising and coaching branch employees while enhancing member services satisfaction. Additionally, the position manages the...

  • Assistant Branch Manager Lead

    4 weeks ago

    Medford, New York, United States Suffolk Credit Union Full time

    Job Title: Floating Assistant Branch ManagerSuffolk Credit Union is seeking a highly skilled and experienced Floating Assistant Branch Manager to join our team. As a key member of our branch operations team, you will provide critical support to our branch managers and staff, ensuring seamless day-to-day operations and exceptional member service.Key...

  • Part Time Office Assistant

    5 days ago

    Medford, Massachusetts, United States Guldmann Inc Full time

    Guldmann Inc is seeking a part-time Office Assistant to support our Boston team.This role involves ensuring the smooth operation of our office and providing excellent customer service to our clients.Greet customers/visitors in a friendly and open mannerAnswer incoming calls, determine the purpose of the call, and route accordinglySupport Homecare clients by...

  • Part time Office Assistant

    5 days ago

    Medford, United States Guldmann Inc Part time

    Job DescriptionJob DescriptionDescription: Guldmann Inc is looking for a part time, energized Office Assistant to join our Boston team.We would love to speak with you if you enjoy working with people, need a flexible work environment and part time hours. As an Office Assistant, you will be responsible for ensuring our office operations run smoothly and...

  • Part time Office Assistant

    6 days ago

    Medford, United States Guldmann Inc Part time

    Job DescriptionJob Description Guldmann Inc is looking for a part time, energized Office Assistant to join our Boston team.We would love to speak with you if you enjoy working with people, need a flexible work environment and part time hours. As an Office Assistant, you will be responsible for ensuring our office operations run smoothly and providing...

  • Floating Assistant Branch Manager

    4 weeks ago

    Medford, United States Suffolk Credit Union Full time

    At Suffolk Credit Union, we empower our members and strengthen our community by promoting financial wellness, transparency, and respect. Join us to enjoy comprehensive benefits, including health plans, lifestyle spending accounts, 401(k) matching, and support for work-life balance, along with employee engagement activities and opportunities for community...

  • Financial Services Representative

    5 days ago

    Medford, New York, United States Suffolk Credit Union Full time

    Job DescriptionAbout Us:Suffolk Credit Union is a team committed to empowering our members and building a stronger community. We treat every individual with dignity and respect, fostering a culture of transparency and integrity. Our mission is to make financial wellness accessible for everyone, offering guidance whether you're saving for the future, buying a...

  • Part Time Office Assistant

    4 days ago

    Medford, Massachusetts, United States Guldmann Inc Full time

    We are seeking a highly organized and detail-oriented Office Assistant to join our Boston team at Guldmann Inc.The ideal candidate will have excellent communication and interpersonal skills, with the ability to work independently and as part of a team.Responsibilities will include:Greeting customers and visitors in a friendly and open mannerAnswering...

  • Nurse Practitioner or Physician Assistant

    3 weeks ago

    Medford, Oregon, United States Provider Solutions & Development Full time

    Job SummaryProvidence Medical Group is seeking a board-certified Nurse Practitioner or Physician Assistant to join its well-established primary care clinic in Medford, Oregon. Our age-friendly clinic supports senior health and features a primary care medical home setting and multidisciplinary team.About the RoleThis is a full-time position with flexible...

Commercial Loan Assistant

4 months ago

Medford, United States People's Bank of Commerce Full time

Job Type

Full-time

Description

Established in 1998 in Medford, Oregon, People's Bank of Commerce was formed to provide a community business bank for the southern Oregon area. Since its inception, People's Bank has been providing its customers with superior, responsive and flexible service with a friendly approach. Through conservative solid banking fundamentals and doing right by its customers, employees and community, People's Bank has earned the esteemed reputation as one of the top community banks in Oregon.

We strive to provide a better experience to our customers and a better career experience for our employees. We recognize that our employees are the messenger of our vision and values and are key to our success. We offer a competitive benefits package including salary commensurate with experience, 401k, Employee Stock Ownership Plan (ESOP), as well as health, dental, vision and life insurance coverage.

Provides basic support to the Commercial Loan Department by assisting with set-up and maintenance of commercial loan customer files. Responsible for documenting commercial/consumer loan packages and files in accordance with established legal regulations and bank policies and procedures. Ensures correct combinations of documents are prepared and or received for each transaction to secure legal interest of the bank. Perform diverse duties in support of, and in conjunction with, the commercial/consumer loan portfolio maintenance, including but not limited to accurately setting up commercial/consumer loan files in computer systems. Provide excellent customer service and administrative support for commercial lending department. An entry level Commercial Loan Assistant may require frequent assistance from more senior colleagues within and outside of the commercial lending department and may have little to no specific loan program knowledge.

Reports to: Commercial Loan Officer

Supervises: None

Requirements

A. Provide friendly, courteous and professional communication support, including responding to incoming telephone calls, electronic mail and voice mail for both internal and external customers, assisting with simple inquires.

B. Strive for complete and accurate Laser Pro transmittal document requests to help ensure commercial loans are documented to meet regulatory standards, SBA guidelines and bank policy and may require frequent assistance from senior colleagues.

C. Review for accuracy and completeness on all new and renewed loan documents prior to closing, ensure correct combination of loan documents for each transaction and ensure perfection of collateral position. These duties may require frequent assistance from senior colleagues.

D. Obtain all necessary reports (i.e., credit reports, flood certifications, title reports, etc.) for each loan file.

E. Follow for receipt of property/collateral insurance coverage to assure adequate protection to Bank/ ensure collateral on Insurance Policy is same as on loan plus verify collateral identification numbers to security documents, including flood insurance.

F. Set-up and maintain loan files in accordance with Bank policy and procedures and established guidelines for conventional and SBA loans and may require frequent assistance from senior colleagues.

G. Compile reports (i.e., preparation of Exhibits I & II for CR-115's, etc.) and prepare customer letters as directed by loan officers.

H. Follow-up for receipt of annual financial reporting from customers and security interests' documents.

I. Understand and adhere to the compliance of all federal and state laws and regulations and bank policies, procedures, and standards in area of responsibility and may require frequent guidance from senior colleagues.

J. Ability to quickly learn, with assistance, laws and regulations governing bank-lending activities, the Patriot Act (CIP), Bank Secrecy Act and Community Reinvestment Act.

K. Review changes and updates in regulations and policies as required.

L. Complete all required internet compliance training within established timeframes.

M. Release notes and security interests on paid off loans and may require frequent assistance from senior colleagues.

N. Set Up and Maintain Ticklers and may require frequent assistance from senior colleagues.

O. Respond to simple inquiries from internal and external customers.

P. Attend department and staff meetings as requested.

Q. May be requested to become a Notary Public.

R. Other duties as assigned.

Performance Standards:

A. Answer telephone by 3rd ring.

B. Respond promptly to walk-in customers and incoming telephone calls by assisting or referring them to appropriate personnel/departments.

C. Maintain a satisfactory level of attendance and tardiness as defined in the bank attendance policy.

D. Maintain accuracy, neatness and thoroughness in performance of assigned duties to minimize errors.

E. Prioritize tasks and special assignments to meet deadlines on a daily basis.

F. No errors on transmittal documents.

G. Work with commercial lending department teammates ensuring credit file maintenance is such that exceptions found in outside reviewer's audits do not exceed 25%.

Skills and abilities required:

A. Must be able to work within and a team environment, while effectively managing own workload.

B. Excellent oral, written and telephone communication skills.

C. Problem-solving skills and ability to tactfully resolve simple customer situations.

D. Strong proven interpersonal skills in order to provide superior quality service to teammates and customers. Supporting the bank's commitment to fun, professional, service-oriented working/business environment.

E. Ability to manage multiple priorities and achieve results according to department priority.

Education, training and experience:

A. Prior banking experience preferred or comparable experience in an analytical and support type role.

B. Successful completion of a high school diploma or GED.

C. Excellent knowledge of office equipment essential to job performance: ten-key calculator, personal computer.

D. Strong knowledge of computer programs: Word, Excel, Outlook, and Internet usage. Basic knowledge of CSI core operating system preferred.

Working environment and conditions:

A. Physical Demands:

Lifting (up to 30 Pounds)

Sitting

Walking

Standing

Finger dexterity

B. Mental Demands:

Interaction with staff and customers

Act on own initiative

Work unsupervised to meet deadlines/demands

Problem-solving

May include extended periods of time at the computer terminal

Occasional overtime may be required

C. Environmental Demands:

Occasional exposure to noise, hazards, fumes, dust or odors associated with office location and external influences

Potentially hazardous conditions associated with financial instructions, i.e., robbery, kidnap, extortion, etc.

Equipment and tools:

A. General office equipment including, but not limited to:

  • Personal computer Cell phone
  • Fax machine Voicemail
  • Copy machine Calculator
  • Telephone

B. Computer, peripherals, and Microsoft Office software.

The above statements are intended to describe the general nature and level or work to be performed. They are not intended to be an all-inclusive listing of all responsibilities, duties and skills required for this position.

I have read this job description and acknowledge my understanding of the duties and responsibilities set forth herein. I understand that People's Bank of Commerce has the right to modify or make changes to the job description at any time.