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Commercial Loan Banking Assistant
full-time•Newport Beach
About this role
About this Role
A Commercial Banking Assistant ensures the accuracy, timely processing, and completion of loan documents; up to and including all documents and due diligence reports associated with each credit facility, and works daily with both loan and deposit customers resolving issues satisfactorily.
In this Role You Will
- Assist in the creation and maintenance of credit and legal files for the loan department
- Complete Loan Input Worksheets, input CIF information for new borrowers and guarantors, and copy documents for lender files; send original files to Loan Servicing
- Review departmental reports along with other necessary and pertinent reporting to ensure accurate and complete information is added to systems and files; assist with follow-up items on an ongoing basis for exception items
- Prepare loan draws when needed; wire transfers and deposit account transfers
- Follow up on exception items, obtain borrower financial statements and other borrower reporting requirements
- Work with relationship managers and customers to open the appropriate DDA accounts to suit the customer's needs; answer customer phone calls and service customer deposit accounts
- Follow up with customers to ensure that services are set up in a timely manner
- Cross-sell additional products to customers as the opportunity presents itself
- Transfer funds to and from customer accounts upon request; complete wire transfers as instructed and handle line of credit disbursements and pay-downs with appropriate authorization
- Provide customer service functions with regard to commercial loan accounts including stop payments, loan referrals, ordering checks, establishing credit cards, etc.
- Open CDs and track CD maturity dates for further customer follow up
- Balance Cash Items Report, Overdraft Report, and send in Activity Reports
- Perform various administrative responsibilities for the Managing Director and Relationship Managers including, but not limited to: opening, sorting, and distributing mail, processing invoices, and creating and typing correspondence
Qualifications, Competencies and Skills
- High school diploma or general education degree (GED) required, some college preferred; and 1-2 years commercial or retail deposit product knowledge, along with loan experience and/or training; or equivalent combination of education and experience
- Minimum of 1-2 years of administrative assistant experience required
- PC proficiency in a Windows environment is required; working knowledge of Word and Excel strongly preferred
- Minimum 6 months previous customer service experience
- Excellent organizational skills and attention to detail
- Friendly and strong orientation towards customer service, a must
What you'll do
- The Commercial Loan Banking Assistant is responsible for ensuring the accuracy and timely processing of loan documents and resolving customer issues. They assist in maintaining credit and legal files, prepare loan draws, and provide customer service functions related to commercial loan accounts.
About First Bank
Founded in 1910, First Bank has been dedicated to serving our clients and local communities since day one. We’ve been around for over 100 years and know the value of providing superior products, delivering quality service, and ensuring our clients have a consistent, personalized experience with us.
Our history is full of successes, commitment, and first-hand experience that have helped shape what we stand for and who we are as a partner, financial services provider, and an employer. Every day we make decisions guided by our vision of successfully helping family-owned businesses, their families, and employees thrive through the generations.
Our people are our biggest asset. They make us who we are, and we value the diverse, unique perspective of each of our employees. We welcome those who share our values of people, teamwork, courage, integrity, passion, purpose, and responsibility. First Bank is a community of people who value partnerships, meaningful connections, who genuinely care, and will welcome you to the First Bank family.
We put our people first because when our people are at their best, our clients get the best.
Member FDIC. Equal Housing Lender.
First Bank does not use LinkedIn as a client service tool and users should refrain from posting personal information. Please contact the First Bank Service Center for client service needs.
Privacy policy: https://www.first.bank/About/Disclosures/Privacy-Statement
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Frequently Asked Questions
What does a Commercial Loan Banking Assistant do at First Bank?
As a Commercial Loan Banking Assistant at First Bank, you will: the Commercial Loan Banking Assistant is responsible for ensuring the accuracy and timely processing of loan documents and resolving customer issues. They assist in maintaining credit and legal files, prepare loan draws, and provide customer service functions related to commercial loan accounts..
Is the Commercial Loan Banking Assistant position at First Bank remote?
The Commercial Loan Banking Assistant position at First Bank is based in Newport Beach, California, United States. Contact the company through Clera for specific work arrangement details.
How do I apply for the Commercial Loan Banking Assistant position at First Bank?
You can apply for the Commercial Loan Banking Assistant position at First Bankdirectly through Clera. Click the "Apply Now" button above to start your application. Clera's AI-powered platform will help match your profile with this opportunity and guide you through the application process.