Banking & Commercial Loan Processing Clerk jobs in Surprise, AZ

Banking & Commercial Loan Processing Clerk performs routine administrative tasks in support of the commercial banking and business loan processing group. Tasks include preparing credit reports, maintaining processing records, and responding to simple questions. Being a Banking & Commercial Loan Processing Clerk requires a high school diploma or its equivalent. Typically reports to a supervisor or manager. The Banking & Commercial Loan Processing Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)

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Commercial Banking Assistant II
  • Arizona Bank & Trust
  • Phoenix, AZ FULL_TIME
  • Arizona Bank and Trust, a division of HTLF Bank, is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.
    Arizona Bank & Trust, a division of HTLF Bank, is a growing dynamic organization with many locations offering uniquely different banking and financial solutions for businesses and personal clients. As a performance driven company, we strive to create a culture of excellence with high standards, and high values while providing outstanding growth and involvement opportunities for employees. Join a team that makes "Great Things Happen!"™
    The Commercial Banking Assistant (CBA) II supports the Relationship Manager (RM) from the initial application processing through closing and booking the transaction, including renewals and modifications along with ongoing support for the client needs.

    This includes being liaison between the RM, Credit and Loan Operations. Complete oversight and responsibility to drive alignment and communication among all internal team members. Additionally, to ensure that all deals successfully continue to move forward.

    The successful CBA II anticipates and executes on all commercial team needs; while guiding, influencing and advising the Relationship Managers for full productivity. Our CBA II makes independent judgment decisions, takes full initiative without waiting for direction, exercises a high level of critical thinking skill and display a dominate presence to ensure each closing is successful.
    Primary Responsibilities
    • Manages the loan process and coordinates the ongoing activities of the Portfolio Manager and Commercial Banker in relation to successful origination.
    • Drives the commercial loan process by interacting with loan customers using multiple communication strategies, acting on behalf of the Commercial Bankers, when appropriate and within scope of authority.
    • Guides borrower to collect all required documentation (pre-and post-approval). Enters all loan data (structure, borrowers, collateral, pricing) into LOS System and is accountable for its accuracy.
    • Images all necessary documents and creates placeholders in DocMan to build an electronic credit file (New with system).
    • Oversees the process of compliance and customer verifications to include OFAC and Fraud. Is responsible for adhering to Reg B and flood regulations.
    • Acquires individual and business credit bureaus from 3rd party vendor and provides documents to the Portfolio Manager for Underwriting.
    • Analyzes all information and data requests from Credit and other business lines to secure all open items. Provides all relevant information to the Credit team and other business lines when requested. Reviews all information received from these teams and is responsible for the appropriate disposition.
    • Requests and collects due diligence activities and third party reports (appraisals, environmentals, UCC, title work, articles of good standing, credit report, etc.) and provides them to the Commercial Banker and Portfolio Manager for review.
    • Partners with Loan Operations to support pre-closing and closing activities including: collect loan documents from Doc Prep team, review for completeness, ensure accuracy and accountable for the confirmation of all closing logistics.
    • Engages credit to complete updated financial spreads and other activities (when new financial statements are received from the client and uploaded into the appropriate system).
    • Ensures funding of closed loans, processes income and expense fees per procedures.
    • Obtains exception reports and partners with Commercial Bankers and Portfolio Managers to resolve all loan documentation issues to clear documentation exceptions within the appropriate timeframe.
    • Oversees and processes paid off loans in accordance with bank procedures in a timely and error free manner.
    • Monitors and acts on daily, weekly and monthly reports for maturing and delinquent loans. Ensures that the Deal Team has no administratively delinquent loans. Manage customer accounts by way of processing loan payments, disbursements, advances, and assisting in the monitoring of NSF activity.
    • Reduces Not In Good Order (NIGO) errors and, as a member of the deal team, initiates any actions needed to improve the quality of the loan.
    • Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function.

    Qualifications
    • High school diploma or equivalent required; Associate's or Bachelor's Degree preferred
    • 3-5 years of commercial banking experience preferred
    • Knowledge of Commercial Banking operations, policies, procedures and regulations preferred
    • Knowledge of proper collateral documentation needed to obtain and perfect all types of collateral, preferred
    • Knowledge of government and specialty lending programs, as well as participated loans, preferred
    • Knowledge of required entity documentation for various business entities (Corporations, LLC’s, Partnerships, etc.), preferred. Proficient computer skills, including Windows, Excel, Word, and Outlook. Ability to quickly become proficient in complex systems.
    • Excellent customer service skills
    • Effective time management skills with the ability to independently prioritize tasks
    • Proven ability to work in a fast-paced environment and meet deadlines
    Scheduled Weekly Hours:
    40
    Time Type:
    Full time
    The targeted salary for this role is:
    $21.61 - $28.09
    You may also be offered incentive compensation, and benefits. Benefits may include Medical, Dental, Vision, 401(k), Health Savings Account, Paid Time Off. Actual compensation may vary based on geographic location of the specific role as well as work experience, education, and skills of the selected candidate.
  • 3 Days Ago

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Loan Processing Assistant
  • Tri Pointe Homes Holdings, Inc.
  • Scottsdale, AZ FULL_TIME
  • Overview Want to work for a fast-paced, innovative company? Tri Pointe Homes is always looking for individuals to help us push forward in our pursuit of high-level home buying. If this sounds like a c...
  • 24 Days Ago

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Processing Clerk
  • Exela Technologies
  • Phoenix, AZ FULL_TIME
  • POSITION SUMMARY:Perform processing duties which may include photocopying, balancing activities, data entry and encoding of deposits, generation of reports and statements, sorting of incoming work, ma...
  • 15 Days Ago

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Commercial Banker - Middle Market Banking
  • Alerus
  • Phoenix, AZ FULL_TIME
  • Position Summary:This position is responsible to manage and grow a large, potentially complex portfolio of middle market business in the Arizona region with focus on clients with annual revenues of $2...
  • 20 Days Ago

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Commercial Banker - Middle Market Banking
  • Alerus Financial
  • Phoenix, AZ FULL_TIME
  • DescriptionPosition Summary:This position is responsible to manage and grow a large, potentially complex portfolio of middle market business in the Arizona region with focus on clients with annual rev...
  • 16 Days Ago

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Commercial Loan Broker - Remote
  • ROK Financial
  • Phoenix, AZ FULL_TIME,PART_TIME
  • Are you looking for a lucrative opportunity to be your own boss? ROK Financial is expanding our team nationwide! We are looking for talented and motivated sales individuals who want to work independen...
  • 1 Month Ago

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0 Banking & Commercial Loan Processing Clerk jobs found in Surprise, AZ area

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Accounting Clerk
  • Bethune & Associates
  • Phoenix, AZ
  • Job Description Job Description Accounting Specialist Main duties: Manage client accounts through proprietary accounting...
  • 3/28/2024 12:00:00 AM

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Accounting Clerk
  • Bethune & Associates
  • Scottsdale, AZ
  • Job Description Job Description Accounting Specialist Main duties: Manage client accounts through proprietary accounting...
  • 3/28/2024 12:00:00 AM

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Document Scanner/Data Entry Clerk
  • PSG Global Solutions Careers
  • Tempe, AZ
  • Apply now and our proprietary system will quickly have you in front of a live recruiter. The Opportunity Description We'...
  • 3/27/2024 12:00:00 AM

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Patient Access Specialist (Financial Counselor) at St. Joe's Hospital - Phoenix, AZ
  • Optum
  • Litchfield Park, AZ
  • $2,000 Sign on Bonus for External Candidates Optum is a global organization that delivers care, aided by technology to h...
  • 3/26/2024 12:00:00 AM

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Financial Services Professional
  • Bankers Life
  • Surprise, AZ
  • Note: Applicants must reside in the state of position to be considered. Bankers Life®, one of the most respected brands ...
  • 3/25/2024 12:00:00 AM

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Patient Access Specialist (Financial Counselor) at St. Joe's Hospital - Phoenix, AZ
  • Optum
  • Sun City West, AZ
  • $2,000 Sign on Bonus for External Candidates Optum is a global organization that delivers care, aided by technology to h...
  • 3/25/2024 12:00:00 AM

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Patient Access Specialist (Financial Counselor) at St. Joe's Hospital - Phoenix, AZ
  • Optum
  • Goodyear, AZ
  • $2,000 Sign on Bonus for External Candidates Optum is a global organization that delivers care, aided by technology to h...
  • 3/25/2024 12:00:00 AM

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Regulatory Reporting Senior and Manager
  • Veridian National Search
  • Phoenix, AZ
  • Regulatory Reporting Senior (2) and Manager (2) Large Regional Bank-Phoenix, AZ (will relo) The Sizzle Senior: $90-110K,...
  • 3/24/2024 12:00:00 AM

Surprise is a city in Maricopa County, in the U.S. state of Arizona. The population was 30,848 at the 2000 census; however, rapid expansion has boosted the city's population to 117,517 at the 2010 census, an increase of 281%. As such, it is the second-fastest-expanding municipality in the greater Phoenix metropolitan area (after Gilbert) and, between 1990 and 2000, it was the sixth-fastest-expanding place among all cities and towns in Arizona. Census estimates in 2017 continue this accelerated growth pattern, with the population now estimated at 134,085. The city has a 10,562-square-foot (981....
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Banking & Commercial Loan Processing Clerk jobs
$31,790 to $41,950
Surprise, Arizona area prices
were up 2.2% from a year ago