Loan Assistant

El Monte, CA, United States

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

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Job Detail

  • Job Id
    JD5864866
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    $20.00-24.04 per hour
  • Employment Status
    Permanent
  • Job Location
    El Monte, CA, United States
  • Education
    Not mentioned