The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned. RESPONSIBILITIES Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete. Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst. Performs call b... more details
The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned.
RESPONSIBILITIES
Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete.
Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst.
Performs call back function on established provisionally received ticklers for loan originations and modifications.
Periodic updating of tickler and covenant notes as requested by the Portfolio Manager.
Dispositions tickler and covenant items as appropriate and as requested by Portfolio Manager.
Provides general assistance to the Credit Analyst, Portfolio manager and Credit Manager.
Assists borrowers with payoffs, line of credit advances and loan draw requests.
Responds to general customer inquiries regarding loan statements, document copies, loan balances, etc.
Uploads various documents and other financial information as received by borrowers.
Assists with management of the imaged file and various periodic file management projects.
Assists Portfolio Manager and Credit Manager with re-indexing files as necessary.
Reviews borrower imaged file to ensure current insurance certificate and related information have been properly and timely uploaded.
Works closely with the Portfolio Manager in the initial preparation of Letters of Interest and Letters of Approval.
Assists the Portfolio Manager with the setup of the electronic working file and the uploading of periodic information received by the customer.
With respect to loan reviews, orders site inspections, Westlaw Reports, credit reports, UCC searches and various other information on an as needed basis.
Performs other duties and tasks as requested by the Credit Manager, Portfolio Manager or Credit Analyst.
Other duties as assigned.
QUALIFICATIONS
1+ year experience in lending administration environment, banking or financial institution preferred.
Knowledge of CASH Suites, Sales Force and FIS Horizon preferred.
Knowledge of commercial lending terminology preferred.
Proficient computer skills including Microsoft Office (Word, Excel, Outlook), lending software applications and platform preferred.
A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $17.29 to $25.94. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit https://www.ppbi.com/careers.html
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