Commercial Loan Clerk, Sr. processes loan payments and applies funds to customer accounts. Calculates and processes payoffs, and releases titles and insurance interest. Being a Commercial Loan Clerk, Sr. calculates and prepares refunds for customers that submit overpayments. Responds to customer inquiries and requests for net payoff quotes. Additionally, Commercial Loan Clerk, Sr. may require an associate degree or equivalent. Typically reports to a supervisor or manager. The Commercial Loan Clerk, Sr. works independently within established procedures associated with the specific job function. Has gained proficiency in multiple competencies relevant to the job. To be a Commercial Loan Clerk, Sr. typically requires 3-5 years of related experience. (Copyright 2024 Salary.com)
Description
CalPrivate Bank is an equal opportunity employer, committed to diversity, equity and inclusion!!!
Job Title: - Senior Loan Servicing Specialist
Department: Loan Servicing Department
Reports To: VP/ Loan Servicing Manager
FLSA Status: Non-Exempt
Job Summary:
Responsible for performing a variety of servicing functions for all loan types including conventional and SBA. Performs loan boarding, maintenance, advances, payments and construction disbursements. Provide all necessary support to Lending department to originate and manage existing portfolio.
Duties and Responsibilities:
BSA/AML/
Compliance Responsibilities
This position includes direct or indirect interaction with customers and other employees and therefore includes responsibilities relating to BSA/AML. The employee may have opportunity to examine and view information and documents produced by other employees of the Bank relating to BSA and therefore has the obligation to report suspicious activity to the BSA Officer as appropriate. The employee is responsible for understanding and following the Bank’s BSA/AML policies including elevating suspicious activity to the BSA Officer. Additionally, the employee is required to understand and follow the Bank’s compliance program.
Physical Demands:
While performing the duties of this job the employee is frequently required to sit, stand, use hands to finger, handle, or feel, reach with hands or arms and talk or hear. The employee is occasionally required to walk, climb or balance and stoop, kneel, crouch or crawl. The employee must occasionally lift, and/or
move up to 25lbs. Specific vision abilities required by this job include close vision and the ability to focus.
Requirements
Qualifications:
Skills Needed:
Competencies:
Problem Solving
Quality/Quantity Management
Communication
Judgement
Teamwork
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