Job Description

GENERAL SUMMARY
Under some supervision and following established policies and department procedures, provide loan support to the assigned Loan Officers.
ESSENTIAL FUNCTIONS

• Order and/or update the appraisal report, title premium or date down, environmental report, and field audit request prior to new loan entry to nCino or line renewal/amendment.
• Collect and input data, loan structures, covenants, and borrower's information to nCino for new loan/renewal/annual review/amendment/modification as assigned by the account officer before circulating to underwriters.
• Prepare routine portfolio or other reports for the designated officer.
• Assist with various account monitoring activities including following up on financial reporting, exception items, and past due loan collection with borrowers.
• Coordinate and circulate linesheet exception to AO, team manager and/or senior management for approval.
• Coordinate past due insurance tracking and follow-up with insurance agent for renewal. Upon receipt of the updated insurance, circulate to LSD for record.
• Follow-up on fire insurance.
• Image documents to Vision Content; confirm the Imaging Department has uploaded legal documents correctly.

QUALIFICATIONS

• Education: College degree in accounting or business preferred but not mandatory.
• Experience: 1-2 years' experience, preferably in loan administration or commercial lending. nCino experience is preferred.
• Skills/Ability: PC proficient and detail oriented. Strong verbal and written communication skills. Bilingual (English/ Mandarin or Cantonese) is a plus.

OTHER DETAILS
$20.00 - $24.04 / hour
Pay determined based on job-related knowledge, skills, experience, and location.
This position may be eligible for a discretionary bonus.

Skills Required