Commercial Fulfillment Trainee
Position Goals:
Provide an analytical review of due diligence and creation of loan closing documents ensuring compliance with regulatory requirements using guided instruction to resolve issues for non-real estate secured loans, including but not limited to Commercial and Industrial (C&I) Loans.
Provide quality customer service through accurate and efficient processing from approval through closing.
Position ensures completion of commercial fulfillment based on the loan structure, conditions, and collateral.
Essential Duties and
Responsibilities:
Complete accurate, unbiased due diligence review within required timelines and according to standards; Customer Identification Program (CIP), entity validation, facility structure, collateral security.
Analyze, draft, finalize, and deliver high-quality legal documents that are consistent with credit approval and compliant with state and federal laws and regulations.
Work closely with Business Partners and Management by researching discrepancies to facilitate and resolve issues on new loan transactions, modifications and renewals.
Develop expertise on commercial collateral types, including but not limited to Commercial and Industrial (C&I) Loans.
Provide timely and accurate customer service in a professional manner to customers, employees, vendors and all other inquiries.
Independently manage assigned pipeline and other reports documenting performance in meeting service level requirements.
Exercise moderate independent judgement to determine legal closing documents and loan file support meets compliance and policies / procedures.
Offer process / procedure improvement suggestions and raise illogical situations / findings to management.
Assist with testing changes / improvements to programs within the department.
Work collaboratively and demonstrate teamwork, yet also work independently and take initiative when necessary.
Possess strong organizational skills, including the ability to prioritize and remain calm when working in a fast-paced / deadline driven environment.
Maintain file coverage for team members out of the office.
Attend and participate in department, process, and policy meetings.
Assist with departmental projects as directed by management.
Position Requirements:
Education - High school diploma or equivalent (GED).
Experience - None.
Other - None.
Preferred Requirements:
Associate degree or bachelor's degree in business or a related field of study.
Experience with Core Processing / Loan tracking solutions.
Experience in MS Office Suite (Word, Excel, Outlook, Access).
Commercial / business banking experience.
Experience with loan document origination systems (LaserPro preferred).
Recommended Skills Commercial Banking Coordinating Customer Identification Program Customer Service Loans Ms Access Estimated Salary: $20 to $28 per hour based on qualifications.
Provide an analytical review of due diligence and creation of loan closing documents ensuring compliance with regulatory requirements using guided instruction to resolve issues for non-real estate secured loans, including but not limited to Commercial and Industrial (C&I) Loans.
Provide quality customer service through accurate and efficient processing from approval through closing.
Position ensures completion of commercial fulfillment based on the loan structure, conditions, and collateral.
Essential Duties and
Responsibilities:
Complete accurate, unbiased due diligence review within required timelines and according to standards; Customer Identification Program (CIP), entity validation, facility structure, collateral security.
Analyze, draft, finalize, and deliver high-quality legal documents that are consistent with credit approval and compliant with state and federal laws and regulations.
Work closely with Business Partners and Management by researching discrepancies to facilitate and resolve issues on new loan transactions, modifications and renewals.
Develop expertise on commercial collateral types, including but not limited to Commercial and Industrial (C&I) Loans.
Provide timely and accurate customer service in a professional manner to customers, employees, vendors and all other inquiries.
Independently manage assigned pipeline and other reports documenting performance in meeting service level requirements.
Exercise moderate independent judgement to determine legal closing documents and loan file support meets compliance and policies / procedures.
Offer process / procedure improvement suggestions and raise illogical situations / findings to management.
Assist with testing changes / improvements to programs within the department.
Work collaboratively and demonstrate teamwork, yet also work independently and take initiative when necessary.
Possess strong organizational skills, including the ability to prioritize and remain calm when working in a fast-paced / deadline driven environment.
Maintain file coverage for team members out of the office.
Attend and participate in department, process, and policy meetings.
Assist with departmental projects as directed by management.
Position Requirements:
Education - High school diploma or equivalent (GED).
Experience - None.
Other - None.
Preferred Requirements:
Associate degree or bachelor's degree in business or a related field of study.
Experience with Core Processing / Loan tracking solutions.
Experience in MS Office Suite (Word, Excel, Outlook, Access).
Commercial / business banking experience.
Experience with loan document origination systems (LaserPro preferred).
Recommended Skills Commercial Banking Coordinating Customer Identification Program Customer Service Loans Ms Access Estimated Salary: $20 to $28 per hour based on qualifications.
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