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MidFirst Bank · 1 day ago

Lending Assistant - 1st Century Bank

Los Angeles, CA

Full-time

Onsite

Mid Level

$55K/yr - $75K/yr

3+ years exp

MidFirst Bank is seeking a Lending Assistant to work closely with a relationship management team. The role involves assisting with loan documentation, servicing, and client management to meet internal and external client needs.

BankingVenture Capital

Responsibilities

Assist with lending related activities, such as loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires

Correspond with customers and interacts with Relationship Managers regarding loan details and to collect various documents and financial information

Monitor daily workflow and operations

Reviews loan documents to ensure accuracy with the terms and conditions per credit approval

Assists Relationship Managers in the management and creation of CRM opportunities, credit documents, and processing collateral release requests

Assist clients with deposit related activities, such as but not limited to: opening of new accounts, wire originations and transfers, account transfers, exception item processing, and various inquires

Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, preparation and initial review of loan documents, maintaining credit/documentation files and gathering of financial information

Prepare various monthly activity monitoring reports

Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions

Assist with expense report

Assist with marketing related activities such as event planning and client tracking

Notarize loan document

Other duties and projects as assigned

Qualification

Loan processing experienceCommercial loan documentationComputer knowledgeBanking backgroundSense of urgencyCommunication skills

Required

3+ years of experience of loan processing or loan servicing experience and working knowledge of commercial loan documentation in a financial environment is required

Sense of urgency

Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks

Excellent computer knowledge (including a strong understanding of excel)

Strong written and verbal communications skills