Loan Assistant (Commercial Lending)

JOB SUMMARY

Under minimal supervision and following established policies and procedures, responsible for loan servicing of portfolio loans (CRE, C&I, MFR and participation loans) in LA, Chicago, New York and others. The position is to provide support to department manager and Portfolio Department. Complies with all regulations within apply within the scope of the position, including Bank Secrecy Act.

DUTIES

• Serve as an ongoing point of contact for clients, helping them collect required information and complete any necessary documents throughout the loan process
• Collect, organize, and verify financial documents to ensure loan applications are complete.
• Perform general office administration duties.
• Performs various data analysis involved in the support of client lending activities
• Coordinate with Portfolio Department on loan administrative tasks such as auto debit/ACH set up, p...