Job Summary: 

• Answering customer service line
• Take responsibility for handling incoming mail
• Process commercial loan transactions using multiple loan systems (i.e. AFS, CLSA)
• Monitoring team common mailboxes to ensure all work requests are assigned timely
• Interpret and process loan serving requests including not limited to payment, advances, setting up billing schedules and updating loan data
• Communicate with internal and external clients
• Process pre-closing escrow deposits made by customers held against closing costs such as fees, appraisals, etc. 
• Verify that all pre-closing conditions have been met before authorizing funding.
• Attends required training sessions and completes associated coursework within the required timeframe.
• Represents Lincoln Savings Bank in a positive light in all professional duties.
• Participate in civic, community, and networking events to cultivate productive relationships for Lincoln Savings Bank

Skills on Resume: 

• Customer Service Excellence (Soft Skills)
• Mail and Document Management (Hard Skills)
• Loan System Expertise (Hard Skills)
• Communication Skills (Soft Skills)
• Pre-Closing and Escrow Management (Hard Skills)
• Training and Development (Soft Skills)
• Professional Representation (Soft Skills)
• Community Engagement (Soft Skills)

Job Summary: 

• Provide administrative and loan file management support to commercial lenders for GGL-specialized loans. 
• Act as primary loan assistant to GGL specialized lenders, processing and managing loan files from prospect to satisfaction of the debt.
• Acts as liaison between Vital Financial and LSB commercial lender.
• Acts as liaison between LSB commercial lender and Centralized Loan Processing.
• Ensure the correct combination of documents is received and reviewed for each loan closing and following the loan authorization.
• Manage electronic loan files, ensuring file completion on time, perfecting collateral and maintaining compliance with conditions specific to the guarantee.
• Assists lenders in managing/monitoring their loan pipelines while maintaining customer relationships.
• Monitor existing loans to ensure complete conformity with terms and conditions.
• Process and track loan transactions inclusive of but not limited to equity contributions, pre-close items, loan funding, draws, advances, payments, guaranty fees and payoffs. 
• Manages the client-holding account activity specific to those transactions.
• Create/maintain required funds tracking spreadsheets, obtain proper disbursement approvals and retain associated documents.

Skills on Resume: 

• Loan File Management (Hard Skills)
• Administrative Support (Soft Skills)
• Liaison Skills (Soft Skills)
• Document Review and Compliance (Hard Skills)
• Loan Pipeline Management (Hard Skills)
• Transaction Processing (Hard Skills)
• Client Account Management (Soft Skills)
• Spreadsheet and Data Management (Hard Skills)

Job Summary: 

• Create loan documents in LaserPro software.
• Assist the Loan Underwriter with the preparation of the loan packet.
• Prepare loan packet for customer signatures and ensure all documents are collected before closing.
• Enter loans into the core banking system.
• File, organize, and collect appropriate loan documents and internal forms.
• Ensure loan documentation is complete, accurate, verified and complies with Bank policy and Federal and State regulations.
• Submit the completed file to Loan Review.
• Communicate effectively both verbally and in writing to the Bank's loan customer to service their accounts.
• Ensure loan-specific due diligence is in the file before the close, coordinating efforts with lenders, attorneys and third-party personnel.
• Record/maintain collateral documents to ensure a perfected security interest is maintained and only released following the authorization.
• Assist with ongoing GGL audits.

Skills on Resume: 

• Loan Documentation Management (Hard Skills)
• Underwriting Support (Hard Skills)
• Core Banking Systems (Hard Skills)
• Regulatory Compliance (Hard Skills)
• Communication Skills (Soft Skills)
• Due Diligence and Coordination (Hard Skills)
• Collateral Documentation (Hard Skills)
• Audit Assistance (Hard Skills)

Job Summary: 

• Monitors loan compliance regarding payment due dates, timely receipt of assignments, insurance certificates, financial statements and tax returns
• Review closed loan documents and preparation of a loan summary
• Ordering and review of loan inspection reports
• Review, approval and submission for funding of loan draws
• Assists in providing necessary documentation for loan-sharing purposes
• Maintains builder lot takedown schedules
• Reviews and processes lot sale documentation and execution of appropriate lien releases
• Sets up and maintains physical and digital loan files
• Take responsibility for notarizing various documents
• Stay up-to-date with bank, investor, and regulatory changes affecting commercial loans
• Provide support and backup coverage to the department, cross-training

Skills on Resume: 

• Compliance Monitoring (Hard Skills)
• Document Review and Preparation (Hard Skills)
• Inspection Report Management (Hard Skills)
• Loan Draw Management (Hard Skills)
• Documentation Support (Hard Skills)
• File Management (Hard Skills)
• Notarization (Hard Skills)
• Regulatory and Industry Knowledge (Hard Skills)

Job Summary: 

• Preparing all necessary documents for the loan closing package and coordinating closing with the closing agent.
• Ensuring all loan case files are complete and accurate.
• Tracking collateral insurance
• Filing collateral documentation with an appropriate government agency.
• Ordering appraisals, loan title commitments and title policies.
• Assisting with the annual review processes such as sending financial data requests, property inspections and completing debt coverage worksheets.
• Assists in loan underwriting.
• Providing customer service to commercial loan customers.
• Maintains a working knowledge of loan policies and applicable federal regulations.
• Filing various documents on time.
• Provide suggestions to management for improved workflow and service to customers

Skills on Resume: 

• Document Preparation and Coordination (Hard Skills)
• Attention to Detail (Soft Skills)
• Collateral Management (Hard Skills)
• Order Processing (Hard Skills)
• Annual Review Assistance (Hard Skills)
• Underwriting Support (Hard Skills)
• Customer Service (Soft Skills)
• Regulatory Knowledge and Workflow Improvement (Hard Skills)

Job Summary: 

• Independent review and interpretation of loan documents presented by loan application and/or loan write-ups to Regional Center
• Accurately enter data into the documentation software
• Quality control loan documents created to ensure accuracy and compliance with all regulations
• Follow-up with loan assistants to correct discrepancies and implement additional training if warranted
• Research and resolve issues with loan documents promptly and professionally
• Maintain a 2-day or less turnaround time for documentation to the division
• Track and monitor loan assistant performance standards and provide monthly reports to management
• Responsible for the correction of non-post transactions related to commercial loans
• Validate System implementation and test new department software
• Report system implementation issues to the Information Services team

Skills on Resume: 

• Document Analysis and Interpretation (Hard Skills)
• Data Entry and Software Proficiency (Hard Skills)
• Quality Control (Hard Skills)
• Problem Resolution and Issue Management (Soft Skills)
• Training and Development (Soft Skills)
• Time Management and Efficiency (Soft Skills)
• Performance Tracking and Reporting (Hard Skills)
• System Validation and Testing (Hard Skills)

Job Summary: 

• Assisting Account Officers in processing loan requests, including ordering appraisals, environmental reports, property inspections, and attorney-prepared loan documents serving as primary system administrator and preparer of credit union loan documentation within the commercial document software system. 
• Verifies all pre-closing requirements are met, coordinates loan closings and ensures all memberships are established before closing.
• Serves as the primary systems administrator for Synergy (electronic document storage system), including uploading and maintaining commercial credit and loan documentation. Assist Account Officers and Commercial Credit Manager with sending correspondence to members, including requests for financials.
• General administrative support to the commercial banking group, including greeting internal and external customers, drafting correspondence, providing phone coverage and ordering supplies.
• Assist with department projects as requested by the manager
• Individually and if applicable, as a manager, participates in identifying, measuring, monitoring, controlling and mitigating departmental and enterprise-wide risks
• Maintains awareness of and adheres to the Bank's compliance requirements and risk management concepts, expectations, policies and procedures and applies them to their daily tasks
• Report discrepancies found in documentation products that fall outside of established corporate standards to the department manager
• Work with participant banks in arranging for funding on loans sold or purchased. 

Skills on Resume: 

• Loan Processing and Documentation (Hard Skills)
• Systems Administration (Hard Skills)
• Pre-Closing Verification and Coordination (Hard Skills)
• Administrative Support (Soft Skills)
• Compliance and Risk Management (Hard Skills)
• Correspondence and Communication (Soft Skills)
• Project Assistance (Soft Skills)
• Discrepancy Reporting and Resolution (Hard Skills)