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Commercial Loan Documentation & Servicing Department Supervisor

West Valley National Bank Phoenix, AZ
  • Posted: over a month ago
  • Full-Time
  • Benefits: Vision, Medical, Life Insurance, 401k, Dental

SUMMARY:

Prepares commercial loan documents and assembles proper documentation for loan packages. Maintains loan files, including tracking insurance and perfecting collateral/security. Provides friendly, quality customer service and treats customers with respect and dignity either in person, over the telephone, or via email.

ESSENTIAL DUTIES AND SPECIFIC JOB FUNCTIONS: (Include, but are not limited to the following. Other duties and responsibilities may be assigned):

  • Maintains financial institution loan records;
  • Prepares commercial loan documents for loan closings;
  • Inputs loan information, processes loan changes, and reviews entered information for accuracy;
  • Processes documents for payments;
  • Establishes and maintains files on each loan and ensures that the information is complete and accurate before processing and forwarding to the loan officer for approval;
  • Records and tracks insurance on loan collateral;
  • Records documents, as needed;
  • Receives and processes loan payments;
  • Prepares various management reports;
  • Processes UCC filings and balances loan accounts;
  • Assists customers, in person or over the phone, with routine inquiries regarding payoffs, changes of ownership, note modifications, beneficiaries, and other loan details;
  • Protects the privacy and confidentiality of customers, other employees, and the Bank.

SPECIFIC JOB REQUIREMENTS:

  • Prior experience preparing commercial loan documents; Knowledge of Laser Pro a plus;
  • Understanding of loan application policies and procedures, as well as documentation required by underwriters and government agencies;
  • Previous experience with Microsoft Word and Excel;
  • Prior experience with commercial & Industrial (C&I) loans and various types of Commercial Real Estate (CRE) loans.
  • Prior experience with SBA or other government guarantee loan programs a plus
  • Prior experience with Construction loans a plus
  • Prior teller experience a plus;
  • Good organizational and analytical skills;
  • Knowledge of Jack Henry System a plus.
  • High school diploma or equivalent

SPECIFIC SKILLS:

  • Analysis and inspection;
  • Organization;
  • Multi-tasking;
  • Business/Office Skills;
  • Prioritization.

PHYSICAL REQUIREMENTS:

  • Ability to stand or sit for extended periods of time;
  • Data entry with the use of a 10 key, computer, adding machine, or calculator;
  • Climbing for retrieval purposes;
  • Manual dexterity – counting money, folding papers, stuffing envelopes;

ENVIRONMENT:

  • Well lit, climate controlled office setting.

West Valley National Bank

Why Work Here?

Great things happening at WVNB! We are expanding into new markets. This is your opportunity to join a fast growing team.

Address

2111 E Highland Ave 150-B, Phoenix, AZ 85016
Phoenix, AZ
USA

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