Overview

The purpose of this job is to provide technical expertise and assistance in all aspects of moving loan applications through the real estate loan process to successful closing and provide assistance with portfolio management after the loans are closed.

Responsibilities

All activity involved from taking the real estate loan application and moving it to and beyond the closing. This could involve but would not be limited to, packaging, assembly, review and analysis, delivery to loan officer, completion of requirements for delivery to CDP, actual closing activity, loan booking and final review to perfection.
To assist with all activity after loan closing to successfully service and manage real estate portfolio. This could involve but would not be limited to, booking documentation, processing draws, exception processing for financial statements and collateral documents, follow-up on recordings, appraisals, insurance, and other financial documentation.
Perform various administrative duties as needed for lenders and managers to allow them to spend maximum time on sales development and service activity.
Customer service duties as well as the making of referrals/leads to officers and other divisions.

Qualifications

Junior college/two-year college training or equivalent job related experience (including documentation, customer contact, loan closing, etc.)
Two years knowledge of commercial real estate collateral, security documentation, lien perfection requirements, and loan compliance regulations required
Knowledge of bank policies, procedures, and commercial loan software preferred OR
Retail Bank knowledge including product knowledge and sales skills
Knowledge of commercial real estate loan documentation preferred
Interpersonal Skills
Organizational Skills
Communication Skills - verbal and written
Time management skills
Excellent computer skills in Microsoft Word and Excel

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.

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Real Estate Assistant I

Real Estate Assistant I