27 days old

Business Banking Specialist

First Federal Savings Bank
Burley, ID 83318
  • Job Code
    BUSIN001404-00001



Essential Duties and Responsibilities



  • Set-up and maintain active workflow folders for new and on-going loans as directed by BBOs and Credit Analysts.

  • Assist with the completion of loan applications/loan files including, but not limited to:
    • Requests/orders/reviews a variety of documentation in support of the lending request such as credit reports, flood determinations, property appraisals/evaluations, environmental reports, OFAC, etc.

    • Conduct preliminary research such as UCC lien searches, property information, etc.

    • Verifies customer identification and prepares related documentation as required by/for regulatory and compliance purposes.

    • Review and update RMS records/ Beneficial Ownership Certifications for completeness and accuracy.

    • Work within Loan Origination software with the set-up and/or review existing loan requests.

    • Review files and application checklists for missing application/underwriting documentation; notifies BBO and Credit Analysts of any missing documentation and prepares draft Compliance Certification.

    • Work with BBOs, Credit Analysts, peers, and other parties to coordinate timely closings and that all required documentation is received.

    • Generate loan closing documents in compliance with applicable regulations.

    • Prepare and send loan documents to borrowers or title company

  • Ensure loan documentation, financials, etc. are signed and imaged appropriately

  • Work with the Processors to complete loan file maintenance to include tracking and monitoring for all related file documentation so that files are completed in a timely manner

  • Effectively work to collect pending documentation and follow up on title policies, recorded deeds of trust, vehicle titles and any other items requiring attention including maintaining the tickler systems

  • Work within Construction management software to set-up, track, balance, process construction draws and inspections

  • Assist in tracking inventory on builder guidance lines to ensure loans are within the approved parameters

  • Provides support to the others as needed in processing customer payments and/or advance requests, correct payment errors, provide accurate payoff requests, complete telephone transfers, etc., as assigned at that branch level.

  • Answering customers questions on their accounts about payments or other activity on their commercial loans at that branch location

  • Obtain new or renewed insurance documents to document collateral has current insurance coverage and work with 3rd party Insurance vendor to assist in accuracy of insurance tracking reports.

  • Performs clerical duties (filing, copying, scanning, email/mail correspondence, etc.) related to the lending function.

  • Follow all bank policies and procedures.

  • Perform all job duties and maintain compliance with all banking acts, laws and regulations applicable to your job function.






Non-Essential Duties and Responsibilities



  • Assist with processing monthly draws, which also includes all draw details are sent to imaging

  • Provides backup for other areas of the department as needed.


Skills


Required

  • Communication

  • Word Processing

  • Windows

  • Excel


Behaviors


Required

  • Team Player: Works well as a member of a group

  • Dedicated: Devoted to a task or purpose with loyalty or integrity

Preferred

  • Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well


Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities



The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractors legal duty to furnish information. 41 CFR 60-1.35(c)



See job description





Posted: 2022-04-22 Expires: 2022-05-21
Sponsored by:
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Sponsored by:
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Business Banking Specialist

First Federal Savings Bank
Burley, ID 83318

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