Robert Half Corporation Jobs

Description

Essential Functions and Responsibilities include, but are not limited to, the following:

• Initiate the generation of loan documentation.

• Begin credit request process and run credit reports on current or prospective borrowers as necessary.

• Process commercial and real estate loan payments and advances on lines of credit.

• Initiate and monitor escrow on amortized mortgage loans and work monthly expiring report

• Conduct account research to update customers complete banking relationship and process all loan payments and advances.

• Review loan approvals to ensure information is complete and follow up on missing data.

• Prepare and send loan commitment.

• Prepares documents for Small Business Administration (SBA) loans ensuring accuracy and completeness and compliance with federal regulations.

• Prepares documents on participation loans for all Bank personnel

• Set up and maintain credit and other files for documentation and compliance.

• Work with insurance policies and related reports; contacts agents; works closely with customers to ensure proper insurance is received and maintained.

• Monitors collateral addenda’s and other tickler system to ensure proper receipt of UCC, Deeds of Trust, and Title Policy filings and other documentation.

• Assists loan officers to ensure proper related documentation is prepared and/or provided, closes paid loans and may terminate collateral when applicable, and corrects loan accounting system errors as necessary.

• Assists loan officers with Loan Proposal Report (LPR) completion, call on past due customers and call on deposit accounts that have insufficient funds.

• Analyze and process all incoming draws, reviews documentation for proper approvals and makes loan disbursements to voucher Control Company or borrower in accordance with the contract.

• Distribute daily and monthly reports.

• Promote business for the Bank by maintaining good customer relations and referring customers to appropriate staff for new services.

• Opens new deposit accounts in conjunction with loan transactions or when needed to assist operations area.

• Scans in loan documents or daily work documentation, and reviews scanned files other individuals have scanned to insure accuracy of the data before destruction of the original documents.

• Knowledgeable and skilled in all areas of servicing loans.

• Provide excellent customer service and maintain a high level of professionalism at all times.

• Perform other duties as assigned.

Skills:

• Banking Compliance Regulations. Knowledge in bank lending policies including, but not limited to: Reg B (equal credit opportunity), Reg C (Home Mortgage Disclosure), Reg E (Electronic Funds Transfers), Reb Z (Truth in Lending), Reg CC (Funds Availability), Reg DD (Truth in Savings), and Laws (Bank Secrecy Act and Right to Financial Privacy Acct).

Requirements

Required Qualifications (includes education, skills and experience): The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Minimum high school graduate, or equivalent

• 2-5 years loan experience in a financial institution

• 2-5 years customer service experience

• Prefer experience in opening new accounts in a financial institution setting

Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.

Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.

All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.

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