Account Executive
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Job Location:
Irvine, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
SUMMARY
Provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents new account documentation compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Provides direct support to Relationship Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and deposit relationships. Gathers or assists in compiling information as needed for loan documents new account documentation compliance related materials and any other administrative functions that are tied to the proper maintenance of a loan portfolio.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Coordinates and assists in the processing and closing of loans
- Collects and reviews entity formation documents
- Orders flood tax UCC searches and various other third-party reports as needed
- Prepares applicable compliance forms complete packages and other required items necessary to process and close the loan
- Reviews forms and accurately enters data into banks core system
- Provides general administrative support relating to loans including but not limited to:
- Processing transfer requests for loans
- Organizing and maintaining complete loan files
- Processing Good Faith Deposits
- Handling general client requests for information or statements
- Interacts independently and uses appropriate discretion with clients and prospects to ensure all administrative functions are addressed in a timely manner.
- Collaborates with banks internal departments clients escrow title & attorneys as needed to coordinate loan closings.
- Prepares applicable compliance forms complete packages and other required items necessary to process and close the loan
ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication attitude and teamwork with customers peers and management
- Demonstrates high level of quality work attendance and appearance
- Adheres to all Company Policies & Procedures and Safety Regulations
- Adheres to local state and federal laws
- Understands and complies with all company rules and regulations
- Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACT-Identity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities
MINIMUM QUALIFICATIONS
- Banking experience and/or working knowledge of commercial banking products and services preferred
- preferred
- Understands different borrowing entity structures
- General working knowledge of computer skills to communicate with all levels of bank management staff and customers. (Excel Word PowerPoint and Internet access)
- Ability to communicate clearly and effectively.
- Strong organizational ability with capacity to efficiently manage multiple projects simultaneously.
- Ability to take the initiative and prioritize tasks good time-management problem prevention and problem-solving skills.
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other customers
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differently-abled individuals to perform the essential functions of the job within the environment.
- The work space is clean orderly properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Required Experience:
IC
Key Skills
- Business Development
- Customer Service
- Revenue Growth
- ABC Analysis
- Account Management
- Communication
- CRM
- Excel
- Salesforce
- PMP
- Customer Relationships
- Business Relationships
- Sales Goals
- Sales Process
- CPA
About Company
Sunwest Bank is an entrepreneurial business bank built for entrepreneurs by entrepreneurs. Find bank accounts, financing, HSA and more banking services.
