Business Loan Specialist

Salt Lake, UT - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

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Job Description:

This position is responsible for ensuring that commercial loan files are organized and that documentation is complete and current. This individual will be responsible for helping to manage and minimize risk to the Bank. The individual works closely with loan portfolio managers relationship managers clients and third parties. SBA Loan experience highly desired. This employee reports to the Credit Administration Manager and there is a $2500 Signing Bonus available.

Provide exceptional customer service.
Maintain well organized and complete commercial loan files.
Complete post-closing loan file reviews.
Coordinate with the Scanning department to ensure that documentation is saved correctly.
Proactively maintain tracking items for commercial loan portfolio
Correspond with clients and third parties to obtain documentation.
Verify insurance documentation is complete and adequate.
Draft loan maintenance requests memos and letters for loan file.
Assist Loan Portfolio Manager with responding to audits and promptly resolving exceptions.
Correspond with and provide documentation to loan participants.
Maintain collateral vault and process paid loans.
Answer incoming phone calls and direct walk-in clients to commercial lending personnel.
Complete other general office duties.

The Family and Medical Leave Act (FMLA)

The Employee Polygraph Protection Act (EPPA)

Know Your Rights: Workplace Discrimination is Illegal U.S. Equal Employment Opportunity Commission

Experience and Skills:

Demonstrated commitment to superior customer service.
Attention to detail and strong organizational skills.
Ability to anticipate problems and recommend solutions.
Task oriented and driven to see projects through to completion.
Effective and professional written and verbal communication skills.
Ability to multi-task and work effectively with a team.
Proficiency in Microsoft Word Excel and Outlook.
Familiarity with applicable banking regulations.

This description reflects the general nature and functions of this position and is not an all-inclusive list of qualifications tasks duties or responsibilities associated with this particular position.

Experience

1-2 years of experience in banking finance or related field.

Education

High School Diploma or equivalent
Some College Desired

Benefits

Medical Dental and Vision Insurance (employer pays 75% of premiums)

401K Plan (dollar-for-dollar employer match up to 5% of employee deferral)

PTO and Holiday Pay

Employee Development and Internal Promotion is a Core Focus

Quarterly Employee Events

Incentive Plan

Company-paid Life Insurance

Tuition Reimbursement after 1 year of service

Required Experience:

Junior IC

Invite a friend Job Description:This position is responsible for ensuring that commercial loan files are organized and that documentation is complete and current. This individual will be responsible for helping to manage and minimize risk to the Bank. The individual works closely with loan portfo...

Invite a friend

Job Description:

Provide exceptional customer service.
Maintain well organized and complete commercial loan files.
Complete post-closing loan file reviews.
Coordinate with the Scanning department to ensure that documentation is saved correctly.
Proactively maintain tracking items for commercial loan portfolio
Correspond with clients and third parties to obtain documentation.
Verify insurance documentation is complete and adequate.
Draft loan maintenance requests memos and letters for loan file.
Assist Loan Portfolio Manager with responding to audits and promptly resolving exceptions.
Correspond with and provide documentation to loan participants.
Maintain collateral vault and process paid loans.
Answer incoming phone calls and direct walk-in clients to commercial lending personnel.
Complete other general office duties.

The Family and Medical Leave Act (FMLA)

The Employee Polygraph Protection Act (EPPA)

Know Your Rights: Workplace Discrimination is Illegal U.S. Equal Employment Opportunity Commission

Experience and Skills:

Demonstrated commitment to superior customer service.
Attention to detail and strong organizational skills.
Ability to anticipate problems and recommend solutions.
Task oriented and driven to see projects through to completion.
Effective and professional written and verbal communication skills.
Ability to multi-task and work effectively with a team.
Proficiency in Microsoft Word Excel and Outlook.
Familiarity with applicable banking regulations.

Experience

1-2 years of experience in banking finance or related field.

Education

High School Diploma or equivalent
Some College Desired

Benefits

Medical Dental and Vision Insurance (employer pays 75% of premiums)

401K Plan (dollar-for-dollar employer match up to 5% of employee deferral)

PTO and Holiday Pay

Employee Development and Internal Promotion is a Core Focus

Quarterly Employee Events

Incentive Plan

Company-paid Life Insurance

Tuition Reimbursement after 1 year of service

Required Experience:

Junior IC

Key Skills

Business Development
Sales Experience
B2B Sales
Presentation Skills
Time Management
Marketing
Cold Calling
Microsoft Powerpoint
Salesforce
Organization Design
Public Speaking
Lead Generation

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About Company

First Utah Bank

First Utah Bank is a true community bank, wholly-owned and operated by people who live and work right here in Utah. Get to know us, and see how we’re redefining possible, one relationship at a time.

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Business Loan Specialist

Salt Lake, UT - USA

Job Summary

Job Description:

Experience and Skills:

Benefits

Job Description:

Experience and Skills:

Benefits

Key Skills

About Company

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