Fantastic opening with our San Francisco Client Great compensation package!
Description:
Our Client is looking for a talented, motivated lending professional to join its Commercial
Servicing team. As a Commercial Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the AFS loan accounting system including all complex bookings from both the
Business and Commercial Real Estate product lines. This includes the handling of payments and advances, processing maintenance transactions for various complexities, running and analyzing query reports, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.
Duties and Responsibilities:
• Disburse construction draws and reconcile Funds Control and Budget information.
• Create and monitor the monthly Interest Reserve report and reconcile with Funds Control.
• Accurately and efficiently process financial and non-financial transactions to loan accounts.
• Monitor and satisfy real estate tax payments on behalf of the client and update the loan information accordingly to recover funds over the established payment period.
• Work with internal business partners at various levels to research and translate account information.
• Work directly with clients to research items of various complexities while bringing situations to a successful and timely resolution.
• Satisfy taxes and insurance on behalf of the client and update the loan accordingly to recover funds over the established payment period.
• Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
Requirements:
• High School diploma required. Bachelor’s Degree preferred.
• Must possess 2 or more years of experience in loan operations or related lending experience.
• Must possess strong working knowledge of Microsoft Office Suite.
• Experience with loan systems such as AFS, CLO and/or OnBase.
• Experience with the following loan products: Term Loans, Lines of Credit, Commercial Real Estate, Construction Loans, Film and Media Finance, and Standby Letters of Credit.
• Proactive individual able to operate efficiently in a fast paced environment, especially at month and quarter end.
Description:
Our Client is looking for a talented, motivated lending professional to join its Commercial
Servicing team. As a Commercial Servicing Specialist, you will be responsible for boarding and updating all types of accounts to the AFS loan accounting system including all complex bookings from both the
Business and Commercial Real Estate product lines. This includes the handling of payments and advances, processing maintenance transactions for various complexities, running and analyzing query reports, monitoring and updating collateral, producing monthly and quarterly reporting, and responding to detailed questions from both internal departments and clients.
Duties and Responsibilities:
• Disburse construction draws and reconcile Funds Control and Budget information.
• Create and monitor the monthly Interest Reserve report and reconcile with Funds Control.
• Accurately and efficiently process financial and non-financial transactions to loan accounts.
• Monitor and satisfy real estate tax payments on behalf of the client and update the loan information accordingly to recover funds over the established payment period.
• Work with internal business partners at various levels to research and translate account information.
• Work directly with clients to research items of various complexities while bringing situations to a successful and timely resolution.
• Satisfy taxes and insurance on behalf of the client and update the loan accordingly to recover funds over the established payment period.
• Perform duties and responsibilities specific to department functions and activities or as assigned by supervisor.
Requirements:
• High School diploma required. Bachelor’s Degree preferred.
• Must possess 2 or more years of experience in loan operations or related lending experience.
• Must possess strong working knowledge of Microsoft Office Suite.
• Experience with loan systems such as AFS, CLO and/or OnBase.
• Experience with the following loan products: Term Loans, Lines of Credit, Commercial Real Estate, Construction Loans, Film and Media Finance, and Standby Letters of Credit.
• Proactive individual able to operate efficiently in a fast paced environment, especially at month and quarter end.