Commercial Relationship and Loan Specialist

Requirements

• Input loan request into loan origination system
• Prepare Debt Summary (if applicable)
• Coordinate collection of business tax returns, financial statements, personal financial statements, tax returns, credit reports, and credit monitoring required financials
• Assist with compiling approval package for submission to approving/reviewing entity
• Input consumer/commercial loans
• Meet with members for loan closings
• Review signed documents for completeness and proper signatures
• Package loan documents and required supporting documentations for transmittal to Loan Services
• Follow up and clear outstanding exceptions
• Prepare loan payoff quotes and accept loan payoff checks
• Monitor weekly past due loan payments and update comments
• Coordinate renewal process for maturing Letters of Credit
• Process transfer requests, wire transfers, and stop payments
• Decide overdrafts daily
• Open accounts for members
• Assist members with account research and ordering checks, ATM/Debit cards, and online banking enrollment
• Assist Officers with sales calls