What are the responsibilities and job description for the Lending Assistant – Corporate Banking position at Ocean Bank?
Overview
The Lending Assistant in the Corporate Lending Division is responsible for assisting Relationship Manager(s) and/or the Corporate Lending Group Manager with portfolio management, developing new and servicing existing customers with the origination, processing, underwriting and closing of loans.
Responsibilities
This position handles new clients and manages existing loans for both consumer and commercial products, while assisting Relationship Managers in managing and growing the overall loan portfolio.
Qualifications
Key Responsibilities:
- Assist Relationship Manager(s) in the coordination and flow of credit applications through the analysis process for both C&I and CRE Loans.
- Prepare Credit Approval Summary and Credit Approval Memorandum, for selected loans not requiring Credit Analysis Underwriting for both C&I and CRE Loans.
- Prepare Deal Memorandums, Personal Financial Statements, Waivers, Memorandums and letters of Intent for both C&I and CRE Loans.
- Assist Relationship Manager(s) in performing the annual reviews and/or modifications for both C&I and CRE Loans.
- Ensure compliance with financial/reporting requirements, identify document exceptions and assist in identifying/correct data integrity of the loan reporting systems.
- Conduct client visits and site visits with Relationship Manager(s) when necessary.
- Serve as a point of contact for clients regarding loan status, documentation needs, and general inquiries.
- Assist with KYC profiling and assist the BSA review team for monitoring suspicious activity and high risk accounts.
Education/Experience:
Requirements
Combination of education and experience will be considered.
Skills and Competencies
Preferences:
- None
Licenses/Certifications
None
Job Posting Locations
In this role you can work onsite from Miami, Florida, United States
