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Mountain West Bank · 7 hours ago

Commercial Loan Assistant II

Coeur d'Alene, ID

Full-time

Onsite

Mid Level

$20.85/hr - $20.85/hr

3+ years exp

Mountain West Bank is a community-focused organization that values its employees and aims to improve the community. They are seeking a Commercial Loan Assistant II to support the commercial department by managing documentation and assisting Relationship Managers in various tasks related to commercial loans.

Financial Services

No H1B

Responsibilities

Prepare documentation sheet checking off all items as they are received to ensure files are completed in a timely manner

Correspond with various institutions and vendors to obtain information needed such as title commitments, UCC pre-searches and filings, environmental reports, appraisals, flood and tax service; must review for accuracy

Order and review loan documents to ensure accuracy of documents including but not limited to: rate, term, proper vesting, legal descriptions, dates, signatures, etc

Maintain a tickler system to follow-up on covenants for the department as required by the various loan agreements

Work with Title Company to ensure our lien is recorded timely and accurately, and the final title commitment is received

Assist as needed with pending items/documentation from customers, institutions and vendors

Track and follow up on maintenance of files including but not limited to: rate and payment changes, automatic payment, on-line banking, insurance, UCC renewals, financial statements and tax returns, corporate verification of status, inspections, etc

Follow up and assist Loan Servicing on maintenance of files and needed documentation

Actively participates in Bank related and community volunteer events

Assists the Relationship Managers with marketing and workflow as needed

Monitor loans serviced through loan servicing to ensure that required changes are made and are accurate; work as liaison with other departments

Refer likely candidates for the Bank products and services to the appropriate person for follow up and close of sale

Provide clerical assistance as needed, answering telephones, taking messages, etc. Assist customers and branch personnel with questions or problems concerning loans

Maintain and balance holdover accounts, balance budget, and upload accounts payable for the department as assigned

Help department on marketing as needed

Help complete and maintain reports, forms, and files for adverse action to ensure compliance

Ensures documents are within the lending policies and procedures of the bank

Prepare monthly Production Report for the department. Compile Maturing Loans Report and Past Due Report monthly

Maintain service level expectations as defined by the bank

Performs related duties as assigned

Must comply with applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control

Qualification

Banking experienceDocument preparationCustomer serviceMicrosoft applicationsOrganizational skillsMulti-taskingTechXpert certificationSystemsCommunication skillsAttention to detail