Fantastic opening with our Palo Alto Client great compensation package!
Description:
Responsible for assisting Regional Managing Director (RMD) with day-to-day duties which may include a variety of analytical and customer service oriented tasks. The position represents a liaison between the RMD and Private Banking Officers, lending personnel and clients.
Responsibilities:
Support the loan process:
• Review set-up loan files for completeness and identify missing documentation and/or problems
• Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and client’s loan program criteria and are accurately documented
• Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
• Prepare pre-qualification and/or commitment letters for loan officer review
Provide excellent customer service:
• Follow-up with delinquent clients
• Mail out loan applications
• Respond to incoming calls
Assist with special marketing projects:
• Coordinate distribution of marketing mailers
• Contact customers to explain new marketing campaign
Provide administrative support:
• Mail out realtor rate sheets
• Prepare cross-sell reports and distribute as necessary
• Adhere to and comply with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e., Bank Secrecy Act, USA Patriot Act)
• Adhere to Bank policies and procedures
• Identify and report potential suspicious activity to the BSA/AML Officer
• Know and verify the identity of any customer(s) that enters into a relationship with the Bank
Requirements:
• A minimum of 2 years customer service experience is required with an emphasis on building customer relationships and providing excellent customer service. College degree preferred
• Work experience in residential processing & underwriting is required
• Strong interpersonal and communication skills
• Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel
Description:
Responsible for assisting Regional Managing Director (RMD) with day-to-day duties which may include a variety of analytical and customer service oriented tasks. The position represents a liaison between the RMD and Private Banking Officers, lending personnel and clients.
Responsibilities:
Support the loan process:
• Review set-up loan files for completeness and identify missing documentation and/or problems
• Analyze each loan file, ensuring the LAW form, loan narrative (if applicable), appraisal(s), application, preliminary title report and verifications meet secondary market and client’s loan program criteria and are accurately documented
• Prepare loan files for funding by reviewing the analysis for accuracy and by completing the Request for Documents form to ensure all regulatory information and loan terms are accurately input into the computer system to meet compliance requirements
• Prepare pre-qualification and/or commitment letters for loan officer review
Provide excellent customer service:
• Follow-up with delinquent clients
• Mail out loan applications
• Respond to incoming calls
Assist with special marketing projects:
• Coordinate distribution of marketing mailers
• Contact customers to explain new marketing campaign
Provide administrative support:
• Mail out realtor rate sheets
• Prepare cross-sell reports and distribute as necessary
• Adhere to and comply with all applicable, federal and state laws, regulations and guidance, including those related to Anti-Money Laundering (i.e., Bank Secrecy Act, USA Patriot Act)
• Adhere to Bank policies and procedures
• Identify and report potential suspicious activity to the BSA/AML Officer
• Know and verify the identity of any customer(s) that enters into a relationship with the Bank
Requirements:
• A minimum of 2 years customer service experience is required with an emphasis on building customer relationships and providing excellent customer service. College degree preferred
• Work experience in residential processing & underwriting is required
• Strong interpersonal and communication skills
• Strong working knowledge of MS Word / MS Outlook / MS PowerPoint/ MS Excel