Experience: 6 months to 2 years of similar or related experience, including time spent in preparatory positions
Education/Certifications/Licenses: A high school degree or GED is required
Wage/Salary: Based on experience
Major Duties and Responsibilities
Administer the Construction Loan Process
- Administer construction loan projects/budgets on the bank's core platform as well as the online construction management platform
- Maintain accurate and complete records including paper and image files throughout the Construction administration process
- Monitor and ensure lien waivers are obtained or secure third-party service to do so when available/appropriate
- Reconcile all draws to pay applications
- Originate LIP billing for active construction loans each month
- Order monthly inspections through bank approved inspectors or bank staff where appropriate
- Prepare active construction loan report for Board of Directors
- Create and send 1099 misc. tax forms at year end for payees and inspectors
- Monitor and maintain files on third party inspectors
- Keeps close liaison with all major builders and developers
Equipment Finance Process Support
- Coordinate with clients to collect information (financial and credit data) required to prepare loan and leasing presentations and close/fund loans
- Administer Lease asset insurance tracking and monitoring
- Assist and monitor process to securing equipment assets with appropriate UCC Filings and Title instruments
- Coordinate with clients and staff to support Commercial Lending on loan and leasing related activity
Commercial Department Loan Processing Support
- Provide secondary review as needed regarding verifying loan documents for proper legal descriptions, vesting, dates and signatures
- Back up process loan and lease files as needed
- Scan and upload customer file information
- Cross sell bank products and services
- Attend, coordinate, and participate in training and bank meetings
- Manage department projects as requested by supervisor including tasks related to daily/weekly/quarterly duties as assigned, not limited to expense reports, problem loan reports, construction reports, etc.
Provide and promote exceptional customer service.
Must comply with all company policies and procedures, applicable laws and regulations, including but not limited to the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.
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