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LOAN PORTFOLIO MANAGER
DIVISION: Commercial Lending
FLSA STATUS: Non-Exempt
SUPERVISES: No Supervisory Responsibility
JOB SUMMARY
To assist loan officers with the servicing & closing of commercial & consumer loans.
JOB DUTIES
- Assist loan officers as necessary with all aspects of loan closings
- Make files by placing documentation on loan into folder
- Perform research and communicate findings to borrower
- Engage appraisers and attorneys
- Coordinate loan closing with attorneys
- Verify departmental invoices for services performed by third parties (i.e., appraisals, flood certifications, etc.)
- Handle loan payments
- Handle incoming customer calls regarding servicing on accounts
- File annual tax and insurance documents, correspondence and support documentation for servicing of accounts
- Assist in clearing exceptions and collecting past due accounts
- Check NSF items for accounts assigned to loan officers
- Performs other duties and special projects as needed
- Cross trains and backs-up other positions as needed
- Work with the loan documentation department to coordinate & prepare loan documents for closing
SKILLS NECESSARY TO PERFORM THIS JOB:
- Personal computer experience, Windows, Word, Excel, Laser-Pro
- Detail Oriented
- Accurate
- Reliable
- Ability to operate small office equipment (typewriter, adding machine, phone, fax, copier)
- Ability to perform multi tasks and meet deadlines
- Ability to work in fast pace environment
- Self motivation
EDUCATION/TRAINING/EXPERIENCE NECESSARY TO PERFORM THE DUTIES/RESPONSIBILITIES OF THIS POSITION SUCCESSFULLY:
- 2 year college degree or equivalent
- Three to five years of loan processing
- SBA experience
- Familiarity with loan program guidelines
- Candidate must have knowledge of consumer, commercial and real estate loans, regulations, procedures and documentation
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