Banking - Commercial Loan Support Specialist at United Security Bank

Fresno, California, United States -

Full Time

Start Date

Immediate

Expiry Date

05 Feb, 26

Salary

0.0

Posted On

07 Nov, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Commercial Lending, Customer Service, Loan Documentation, Report Generation, Account Reconciliation, Communication Skills, Business Software Proficiency, Attention to Detail

Industry

Banking

Description

Description United Security Bank has an opening in our Commercial Lending department for a full-time Commercial Loan Support Specialist. The Commercial Loan Support Specialist reports to the Commercial Loan Center Manager and provides support to the CLCM and loan officers by accurately and consistently performing the following tasks: Primary Responsibilities The Commercial Loan Support Specialist reports to the Commercial Loan Center Manager and provides support to the CLCM and loan officers by accurately and consistently performing the following tasks: 1. Print daily, weekly, and monthly reports for CLCM (deficit balances, past due notes, maturing loans, etc.). 2. Order credit reports, flood certifications, Dunn & Bradstreet reports, OFAC, census tract code reports, and EDR reports. 3. Assist customers with account and loan questions, requests for statements, etc. 4. Prepare loan advance/pay-down tickets, wire instructions, and other daily operational transaction paperwork. Obtain proper signatures from authorized officers. 5. Submit loan documentation orders and loan boarding packages to the Loan Service Center. 6. Reconcile and certify branch G/L accounts (loan suspense, loan cost receivable, etc.). 7. Prepare and maintain the loan files and digital files in an efficient and organized manner. 8. Other duties and special projects related to commercial lending. Generous Benefit Package 401(k) Medical Dental Vision Life Paid Time Off Requirements The commercial loan support specialist should possess the following skills and background experience: 1. A High School Diploma or General Education Degree (GED) is required. 2. Two years of advanced education in business administration, finance, accounting, or a related field and/or equivalent work experience. 3. One or more years of experience working in a commercial lending environment (bank or other financial institution). 4. Proficiency in Word, Excel, 10-key, and other standard business software. 5. Excellent personal skills, including working effectively with customers in the business community. 6. Excellent written and verbal communication skills. United Security Bank is an Anti-Discrimination Equal Opportunity Employer, which fully and actively supports equal access for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, or protected veteran status. California Privacy Rights Act Notice for Applicants For details on how we collect, use, and share your data, please review our Privacy Policy at: https://www.unitedsecuritybank.com/california-privacy-policy United Security Bank will protect the privacy of information collected in accordance with applicable state, federal, and local laws and regulations.

Responsibilities

The Commercial Loan Support Specialist provides support to the Commercial Loan Center Manager and loan officers by performing tasks such as generating reports and assisting customers with loan inquiries. They also prepare loan documentation and maintain organized loan files.