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Pomeroy · 3 weeks ago

Onboarding Specialist

Matawan, NJ

Contract

Onsite

Mid Level

$25/hr - $27/hr

3+ years exp

Pomeroy is seeking an onsite Onboarding Specialist in Matawan, NJ for a 6-month contract. The Onboarding Specialist will be responsible for the accurate and timely implementation of reports and documentation related to the company’s loan portfolio and assisting in the onboarding of new store locations.

Consulting

Hiring Manager

David Johnson

Responsibilities

Work closely with business development to gather, organize and review all information necessary for onboarding a store into the Co-Operative

Analyze Judgement/Lien and UCC searches to determine if a prospective store is a good fit for the Co-Operative

Organize, update, and ensure all documentation is in the physical and digital folder system

Prepare checklists to be signed off on by the loan committee, and VP of Finance for the store to onboard and receive funding

Draft Membership and Security Documentation for approved prospective stores

Work closely with Business Development coordinating the preparation and maintenance of membership documents

Perform collateral reviews and lease abstracts, as part of financial recaps

Working with management, prepare timely and accurate loan documents & request package for loan committee approval

Assist with monitoring payments and reporting delinquencies for entire loan portfolio

Assist with timely communication with borrowers as conversion or term change dates approach for loans

Perform periodic collateral audits. Request and obtain updated information

Demonstrate an understanding of loan policy, underwriting, loan risk, and regulatory requirements

Assist accounting department staff with reconciliations and analyses

Work with loan committee, members, and attorney to prepare and ensure execution of all loan documents (commitment letters, promissory notes, guarantees, CAOL, etc.)

Escalate issues as necessary to appropriate parties