Commercial Loan Support Specialist
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Job Location:
Irvine, CA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Position Summary
Summary
The Commercial Banking Support Specialist provides direct administrative and operational support to Relationship Managers ensuring the efficient management of client loan and deposit relationships. This role is responsible for coordinating loan documentation supporting loan closings maintaining accurate loan records and ensuring compliance with internal policies and regulatory requirements. The ideal candidate is detail-oriented proactive and comfortable working independently with both internal partners and external clients.
Essential Duties & Responsibilities
Essential Duties & Responsibilities
- Coordinate and support the processing and closing of commercial loans from origination through funding
- Gather review and organize borrower and entity formation documentation
- Order and track third-party reports including flood certifications tax services UCC searches and other required due diligence
- Prepare compliance documentation and complete loan packages in accordance with regulatory and bank requirements
- Accurately input and maintain loan and client data within the banks core systems
- Provide ongoing administrative support for loan portfolios including:
- Processing loan transfers and maintenance requests
- Organizing and maintaining complete and compliant loan files
- Processing Good Faith Deposits
- Responding to client requests for statements and general account information
- Communicate independently and professionally with clients prospects and internal partners to ensure timely resolution of requests
- Collaborate with internal departments escrow title companies and legal counsel to facilitate smooth loan closings
Additional Responsibilities
- Demonstrate a high level of professionalism in communication teamwork and customer service
- Maintain strong attention to detail quality of work attendance and professional appearance
- Adhere to all company policies procedures and safety regulations
- Comply with all applicable local state and federal laws and regulations
- Participate in required training and maintain working knowledge of regulatory requirements applicable to financial institutions including:
- BSA/AML/CIP
- Consumer Privacy
- Regulation CC
- Information Security
- Bank Protection Act
- FACT / Identity Theft
- GLBA
- Perform additional duties as assigned in support of the role
Supervisory Responsibilities
This position has no supervisory responsibilities
Minimum Qualifications
- Prior banking experience or working knowledge of commercial banking products and services preferred
- Understanding of various borrowing entity structures (e.g. LLCs corporations partnerships)
- Proficiency with standard business software including Microsoft Excel Word PowerPoint and internet-based systems
- Strong written and verbal communication skills
- Excellent organizational skills with the ability to manage multiple priorities and deadlines
- Demonstrated initiative strong time management and problem-solving abilities
Core Competencies
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Organization
- Professionalism
- Results Orientation
- Physical Demands
- The physical demands described here are representative of those required to successfully perform the essential functions of the position. Reasonable accommodations may be made for individuals with disabilities.
Required Experience:
IC
Key Skills
- Children Activity
- Access Control
- Human Resources Administration
- Government
- Actuary
- Hydraulics
About Company
Sunwest Bank is an entrepreneurial business bank built for entrepreneurs by entrepreneurs. Find bank accounts, financing, HSA and more banking services.
