Loan Documentation Specialist

2 weeks ago


San Diego, United States swipejobs Full time

JOB DESCRIPTION:

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. Communicates with staff, customers/clients, realtors, brokers, counsel, title companies, etc. to respond to inquiries, resolve problems and obtain additional documents needed to complete the file. Ensures compliance with internal policies, regulatory and investor requirements and customer service standards. May coordinate the closing and funding of assigned loan packages; calculating final closing costs and disbursing funds. Please note that we are unable to sponsor applicants requiring work authorization or visas for the positions currently available. We kindly request that only candidates who already possess the legal right to work in the United States apply for consideration.


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.


SUPPORTED ACTIVITIES:

- 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

- Prospecting projects to identify new leads by specific industries and geographic regions


#cspro

1019672



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