Assists with lending activities for consumer and commercial loans Performs one or more of the following functions as assigned: Develops new lending reports and tracking methods to help ensure achievement of branch lending goals. Researches and resolves lending inquires and issues. Reviews loan documentation for completeness and requests additional information as required. Creates new pipeline and sales reports. Monitors sales progress. Assists in development of telemarketing lists and the distribution of marketing materials to prospective customers. Reviews loan documentation, requests additional information as required; reviews and administers loans in accordance with approval conditions, prepares loan documentation; reviews, analyzes and makes loan disbursements including construction draws, Performs maintenance of balanced ledgers and change orders. Performs special projects as assigned.
Typically requires a High School degree or equivalent and 5 years of lending support experience. Broad application of lending principles, theories and concepts. Advanced knowledge of CBT products, lending policies, procedures and practices. Contributes to the development of new lending procedures.
This position requires Federal Registration with the National Mortgage Licensing System (NMLS), in accordance with the SAFE Act.
California-San Diego-SD - San Diego Office
California Bank & Trust - 14 months ago