Portfolio Banking Specialist
3 weeks ago
GBC International Bank is seeking a highly skilled and detail-oriented Portfolio Banker to join our team. As a Portfolio Banker, you will play a critical role in ensuring the smooth preparation and closing of loans, while providing exceptional customer service to our clients.
Key Responsibilities- Loan Preparation and Closing
- Work closely with account officers and underwriters to ensure all necessary documents are received and reviewed for compliance with credit approval memos and program requirements.
- Collect and order documents from various parties, including entity documents, title documents, escrow-related documents, compliance documents, credit reports, insurance evidence, flood certifications, UCC statements, estoppel certificates, SNDA, etc.
- Document Review and Upload
- Review all documents and forms to ensure accuracy and completeness.
- Timely upload all documents to our database and update Loan Vantage/Loan Status Log.
- Customer Service and Communication
- Respond to customer inquiries, bank references, and CPA verification requests.
- Provide excellent customer service to assist customers' needs and answer questions.
- Loan Status Management
- Send out loan past due emails at the 5th and 10th days after payment due date.
- 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 environments.
- Proficient with business office and computer programs such as Word and Excel.
- Minimum one-year experience with commercial real estate as a loan assistant, loan closer, or portfolio banker.
- Computer skills including Microsoft Word, Excel, and Outlook.
- Ability to speak Korean a plus.
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Federal Way, Washington, United States GBC International Bank Full time{"title": "Portfolio Banker", "description": "Job SummaryThe Portfolio Banker is a critical role at GBC International Bank, responsible for preparing loan files for underwriting, documentation, and closing. This position requires strong coordination and communication skills to ensure timely loan boarding.Key ResponsibilitiesCollaborate with account officers...
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Federal Way, Washington, United States GBC International Bank Full timeJob SummaryThe Portfolio Banker is a key role at GBC International Bank, responsible for preparing loan files for underwriting, documentation, and closing. This position requires strong coordination and communication skills to ensure timely loan boarding.Key ResponsibilitiesCollaborate with account officers and underwriters to ensure all necessary documents...
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