Job Summary:

• Performs all administrative functions needed to process a request for loan documents. 
• Communicate directly with loan officers, market presidents, and any third-party service providers such as insurance and title companies to acquire any missing items needed to order loan documents and board a loan. 
• Creates and updates loan files for all requests.
• Ensure all Bank procedures and policies as well as regulatory requirements are met, or an exception is listed on the approval document.
• Prepare escrow instructions.
• Obtain entity documents.
• Perform UCC searches to determine the Bank’s collateral position.
• Composes and types routine correspondence.
• Conducts research and compiles and types statistical and miscellaneous reports.
• Keeps record of credit transactions, deposits, and payments.
• Performs account reconciliation by adjusting incorrect credit charges.

Skills on Resume:  

• Administrative Expertise (Hard Skills)
• Effective Communication (Soft Skills)
• Attention to Detail (Soft Skills)
• Regulatory Knowledge (Hard Skills)
• Research Abilities (Hard Skills)
• Record-Keeping (Hard Skills)
• Reconciliation Skills (Hard Skills)
• Report Writing (Hard Skills)

Job Summary:

• Process consumer and business credit applications
• Evaluate the information provided to assess the need for required reports.
• Run and analyze consumer and business credit reports.
• Monitor the status of credit applications.
• Issue appropriate correspondence of approval/denial to credit applicants.
• Update and maintain the credit application database.
• Provide administrative assistance to department leadership.
• Processes credit applications from credit bureaus, employers and personal references for the Manager's review and approval.
• Process lien waivers.
• Special submittals to specific customers.

Skills on Resume: 

• Credit Analysis (Hard Skills)
• Detail-Oriented (Soft Skills)
• Database Management (Hard Skills)
• Report Generation (Hard Skills)
• Communication (Soft Skills)
• Administrative Support (Soft Skills)
• Process Management (Hard Skills)
• Compliance (Hard Skills)

Job Summary:

• Review documentation required to establish a customer credit account.
• Work cross-functionally with Sales, Marketing, and Funding departments
• Promotes products and services to assist in the continued growth and development of the company.
• Build and maintain strong working relationships with customers.
• Team player who works well under pressure and is flexible in the face of changing priorities and needs.
• Self-starter with the ability to identify needs and areas of impact, as well as potential solutions.
• Strong prioritization skills and a track record of consistently going above and beyond with outside-the-box thinking.
• Perform administrative duties for the credit department.
• Type and coordinate correspondence, reports, memoranda, special projects, technical papers, and related material for the department as requested.
• Maintain records, gather and check data, as well as design, format, compose, and edit a variety of reports.

Skills on Resume: 

• Document Review (Hard Skills)
• Cross-Functional Collaboration (Soft Skills)
• Product Promotion (Hard Skills)
• Customer Relationship Building (Soft Skills)
• Adaptability (Soft Skills)
• Initiative (Soft Skills)
• Prioritization (Soft Skills)
• Administrative Skills (Hard Skills)

Job Summary:

• Provide administrative support to the lending department.
• Provide general or specialized administrative assistance to assigned manager(s), in an accurate and flexible manner.
• Assist in the schedule and control the team’s daily appointment calendars.
• Assist in travel and lodging arrangements
• Arrange and coordinate the team’s meetings, conferences, special functions, and appointments.
• Collect and prepare information for the team’s use in discussions and meetings with executive staff members, Board of Directors, and outside individuals.
• Act as primary liaison with various departments within the Bank.
• Work with accounts payable, accounts receivable, and outside vendors to ensure payment and processing of third-party vendors.
• Develop a working relationship with superiors and peers to accomplish department and Bank goals.
• Compose letters and memoranda from verbal direction, dictation, or from Bank policies and procedures.

Skills on Resume: 

• Administrative Support (Hard Skills)
• Specialized Assistance (Soft Skills)
• Calendar Management (Hard Skills)
• Travel Arrangements (Hard Skills)
• Event Coordination (Hard Skills)
• Information Preparation (Hard Skills)
• Liaison Duties (Soft Skills)
• Vendor Payment Processing (Hard Skills)

Job Summary:

• Provide material releases and other documentation for customers
• File and coordinate applicable preliminary notices and related documentation
• Process standard daily reports and deposits.
• Prepares and sends to customers vouchers, invoices, checks, account statements, reports and other records and reviews for accuracy.
• Provide assistance to the Credit Manager in processing money transactions, invoicing, reconciliations, verifying posting substantiating business transactions, and other tasks on a daily basis.
• Possesses strong attention to detail and able to detect discrepancies in data and written documents.
• Monitor and Follow-up on any outstanding Accounts Receivables per the direction of the credit manager.
• Conform to all company policies and procedures.
• Processes credit applications including processing trade references
• Assists employees with approval and questions related to customer accounts
• Assists with mailing out statements

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Document Management (Hard Skills)
• Financial Reporting (Hard Skills)
• Reconciliation Skills (Hard Skills)
• Customer Service (Soft Skills)
• Process Adherence (Hard Skills)
• Communication Skills (Soft Skills)
• Organizational Skills (Soft Skills)

Job Summary:

• Providing credit adjudication services to the Mortgage Sales Force
• Reviewing mortgage documentation for compliance to policy (real estate appraisals, proof of income, down payment, etc.)
• Maintaining strong and positive working relationships with TDCT Mortgage Sales Force representatives
• Providing telephone/email/MS teams Administrative tasks must be completed in accordance with established bank procedures and processes to ensure compliance.
• Providing prompt and thorough resolution of processing issues.
• Work with the loan officers in order to get documents for approved loans
• Process loan transactions and handle inquiries from customers
• Provides exceptional customer service to both internal and external customers
• Follow regulatory requirements by protecting information for privacy and confidentiality
• Develop and maintain a database of suppliers and purchase details.

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Knowledge of Mortgage Policies (Hard Skills)
• Effective Communication (Soft Skills)
• Customer Service (Soft Skills)
• Administrative Efficiency (Hard Skills)
• Problem-Solving (Soft Skills)
• Compliance (Hard Skills)
• Database Management (Hard Skills)

Job Summary:

• Assists in the preparation of loan applications, approvals, closings, and ongoing portfolio servicing. 
• Identifies and sources missing financial information within business, commercial, and retail loan applications. 
• Serves as a liaison to operations teams for loan documentation preparation issues.
• Prepares, reviews, and processes documentation relating to loan portfolios. 
• Works closely with other associates to address any documentation deficiencies or requirements. 
• Maintains files within department systems.
• Performs a range of administrative and support tasks as part of ongoing client servicing. 
• Answers inquiries, resolves issues, and maintains client accounts.
• Performs pre-closing and pre-funding quality control reviews to ensure closing requirements are met.
• Prepare and maintain detailed records of all purchases, including information about costs, items ordered, and resolution of issues.

Skills on Resume: 

• Attention to Detail (Soft Skills)
• Document Management (Hard Skills)
• Financial Acumen (Hard Skills)
• Communication Skills (Soft Skills)
• Quality Control (Hard Skills)
• Administrative Skills (Hard Skills)
• Problem-Solving (Soft Skills)
• Organizational Skills (Soft Skills)

Job Summary:

• Establish and maintain communication lines with suppliers.
• Monitor inventory levels and advise on stock level adjustments.
• Deal with vendor-related issues.
• Analyze, process and file accounts payable invoices.
• Follow up with vendors regarding invoice discrepancies.
• Mail out cheques and documents to vendors and customers.
• Receive and examine credit card payments/transactions and process payments.
• Verify the accuracy of data/details on customers’ credit applications and supporting documentation to ensure management can review customers.
• Respond to or escalate inquiries from various internal departments and external clients, ensuring that the highest level of customer service is delivered.
• Maintain records of credit accounts, and updated credit information into the internal system.
• Provide support to the Vice President and Supervisor, including preparing insurance premium renewal, maintaining fleet portal/database and recording purchases, leases, and payments.
• Communicate with all departments to support efficient operation.

Skills on Resume: 

• Effective Communication (Soft Skills)
• Inventory Management (Hard Skills)
• Accounts Payable Management (Hard Skills)
• Payment Processing (Hard Skills)
• Record Keeping (Hard Skills)
• Customer Service (Soft Skills)
• Administrative Support (Hard Skills)
• Problem-Solving (Soft Skills)

Job Summary:

• Research credit applications for the credit collection advisors by verifying trade references
• Receive completed credit applications and apply credit processing, sending receipts to customers
• Coordinate all loan requests submitted to the Private Banking Credit Middle Office department of the Bank. 
• Requires SAFE Act registration as the role may work with mortgage terms. 
• Review incoming loan requests to ensure completeness and accuracy and set up credit files. 
• Determines the appropriate disclosures to ensure they are sent to clients in line with regulatory requirements. 
• Maintains crucial files and documentation utilized by the department. 
• Ensures closing requirements are met and any documentation deficiencies are addressed. 
• Performs pre-closing and pre-funding quality control reviews to ensure necessary requirements are met. 
• Answers inquiries and helps to resolve issues

Skills on Resume: 

• Attention to Detail (Hard Skills)
• Regulatory Knowledge (Hard Skills)
• Organizational Skills (Soft Skills)
• Communication Skills (Soft Skills)
• Problem-Solving (Soft Skills)
• Quality Control (Hard Skills)
• Customer Service (Soft Skills)
• Technical Proficiency (Hard Skills)

Job Summary:

• Participates in West Side’s Safety Program
• Completes training assigned by the manager
• Maintain Loan Files
• Organize and electronically file/scan documents
• Monitor collateral and insurance
• Control the proper designation of loan documentation
• Filling and releasing mortgages, mailing mortgages, and UCC’s.
• Administratively support other areas in the credit department
• Loan Operations & Wire Responsibilities
• Book new and renewed loans
• Mail loan notices and email documents to customers
• Post loan payment and apply cash

Skills on Resume: 

• Organizational Skills (Hard Skills)
• Attention to Detail (Hard Skills)
• Administrative Support (Soft Skills)
• Time Management (Soft Skills)
• Communication Skills (Soft Skills)
• Compliance Knowledge (Hard Skills)
• Technical Proficiency (Hard Skills)
• Problem-Solving (Soft Skills)

Job Summary:

• Assist with loan advances and input outgoing wires
• Wires & seek approvals for outgoing wires
• Ensure funds are successfully transferred and recorded into Banker’s Bank
• Data input, wires, and special projects
• Telephone Coverage and customer Inquiry
• Review desk procedures quarterly and submit them to the supervisor for review
• Using a database to search and upload information, checking portals and entering info into spreadsheets
• Responsible for preparing daily Excel spreadsheets for specific customers
• Assist in entering daily A/R deposit list
• Complete departmental filing/shredding

Skills on Resume: 

• Financial Data Management (Hard Skills)
• Attention to Detail (Soft Skills)
• Database Management (Hard Skills)
• Communication Skills (Soft Skills)
• Organizational Skills (Soft Skills)
• Approval and Compliance (Hard Skills)
• Excel Proficiency (Hard Skills)
• Project Management (Soft Skills)