Banking & Commercial Loan Processing Clerk, Sr. jobs in Phoenix, AZ
Banking & Commercial Loan Processing Clerk, Sr. performs administrative tasks for commercial loan processing. Coordinates with lenders, customers, and external vendors to collect and prepare all required documentation for closings. Being a Banking & Commercial Loan Processing Clerk, Sr. ensures that loan packages are complete, and documentation correctly prepared within required timelines. Inputs and maintains all required transaction and processing records according to procedures. Additionally, Banking & Commercial Loan Processing Clerk, Sr. responds to inquiries. Prepares required regulatory reporting. May require an associate degree. Typically reports to a supervisor. The Banking & Commercial Loan Processing Clerk, Sr. works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Banking & Commercial Loan Processing Clerk, Sr. typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)
Recently Added Banking & Commercial Loan Processing Clerk, Sr. jobs
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:40Time Type:Full timeThe targeted salary for this role is:$21.61 - $28.09You 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. - 1 Month Ago
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...
- 1 Month Ago
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...
- 1 Month Ago
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...
- 1 Month Ago
Commercial Loan Officer
- First International Bank & Trust
-
Phoenix, AZ
FULL_TIME
- First International Bank and Trust is a family-owned community bank and one of Prairie Business Magazine's 50 best places to work for 10 years running. We are seeking an experienced professional with ...
- 3 Days Ago
Sr. Loan Officer, Retail
- AmeriHome Mortgage Company, LLC
-
Phoenix, AZ
FULL_TIME
- Job Title: Sr. Loan Officer, Retail Location: AZ Remote What you'll do: AmeriHome Distributed Retail Loan Officers work directly with Clients and third-party referral sources (Realtors, Builders, CPA’...
- 16 Days Ago
Filters
- Current Active Filter
- Phoenix, AZ
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Banking & Commercial Loan Processing Clerk, Sr. jobs found in Phoenix, AZ area
Warehouse Clerk - CMV
- Apria, Inc.
-
Peoria, AZ
- **Warehouse Clerk - CMV** CAROUSEL_PARAGRAPH * Peoria, Arizona * Full-time * Full-time * Onsite * Commensurate with Expe...
- 4/26/2024 12:00:00 AM
Senior Underwriting Assistant - Insurance - Remote
- CRC Group
-
Phoenix, AZ
- The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll ...
- 4/25/2024 12:00:00 AM
Accounting Clerk | Phoenix, AZ
- CornerStone Staffing
-
Phoenix, AZ
- Job Description Job Description Job Title: Accounting Clerk Location: Phoenix ,AZ Pay: $19.66/hourly Job Description: Th...
- 4/24/2024 12:00:00 AM
36B Financial Management Technician
- Army National Guard
-
Phoenix, AZ
- Budgets need to be balanced, and Soldiers and vendors need to be paid on time. An Army National Guard Financial Manageme...
- 4/23/2024 12:00:00 AM
Accounting Clerk
- JobsRUs.com
-
Phoenix, AZ
- JobsRUs.com is seeking to hire a Accounting Clerk for our client in Phoenix AZ! Benefits Available! Weekly Pay! $20.49/H...
- 4/23/2024 12:00:00 AM
Accounts Payable Specialist
- The Lasalle Network
-
Phoenix, AZ
- LaSalle Network has partnered with one of the largest healthcare systems in Arizona to help them find an Accounts Payabl...
- 4/23/2024 12:00:00 AM
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'...
- 4/23/2024 12:00:00 AM
Accounting Clerk
- Bethune & Associates
-
Phoenix, AZ
- Job Description Job Description Accounting Specialist Main duties: Manage client accounts through proprietary accounting...
- 4/22/2024 12:00:00 AM
About Phoenix, Arizona
Phoenix is in the southwestern United States, in the south-central portion of Arizona; about halfway between Tucson to the southeast and Flagstaff to the north. By car, the city is approximately 150 miles (240 kilometers) north of the US-Mexico border at Sonoyta and 180 mi (290 km) north of the border at Nogales. The metropolitan area is known as the "Valley of the Sun" due to its location in the Salt River Valley. It lies at a mean elevation of 1,086 feet (331 m), in the northern reaches of the Sonoran Desert.
Other than the mountains in and around the city, the topography of Phoenix is gener...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Banking & Commercial Loan Processing Clerk, Sr. jobs
$46,171 to $62,568
Phoenix, Arizona area prices
were up 2.2% from a year ago
were up 2.2% from a year ago
What does a Banking & Commercial Loan Processing Clerk, Sr. do?
Banking & Commercial Loan Processing Clerk, Sr. in Trenton, NJ
This individual is responsible for properly maintaining and managing all processing records.
February 24, 2020
Banking & Commercial Loan Processing Clerk, Sr. in San Jose, CA
Administrative tasks such as the preparation of credit reports are the sole duty of the Banking and Commercial Loan Processing Clerk.
January 31, 2020
Banking & Commercial Loan Processing Clerk, Sr. in Altus, OK
A Banking and Commercial Loan Processing Clerk is responsible for performing administrative duties and tasks, including commercial banking and the processing of business loans.
January 06, 2020