Commercial Loan Support Specialist

Description

First Resource Bank, a thriving community bank headquartered in Exton PA and recognized as one of the “Best Places to Work”, is seeking a dynamic and motivated full-time Commercial Loan Support Specialist.

 The Commercial Loan Support Specialist (“CLS”) will directly support lenders and; in turn, portfolio managers to ensure that the Bank’s loan portfolio is properly attended to and in compliance with Bank policy.  The position reports to the Chief Lending Officer.

Requirements

• Coordinate and review the accuracy and completeness of loan packages in accordance with the Banks’ Interdepartmental Processing Standards.
• Assist lending team with new and existing requests to Post-Closing, Credit, Portfolio Managers and/or Construction/Collateral for advances, construction draws, LOC renewals, temporary extensions.
• Ensure CRA information is accurate and current.
• Process new loan fundings in accordance with the funding sheet.
• Collect and process 3rd party payments for fees.
• Work with lenders to clear any pre- and post-closing documentation items while ensuring that financial reporting tracking items are collected and filed in the Banks’ central imaging system.
• Coordinate with internal partners to follow-up for renewals and/or expired insurance policies that are primarily monitored by the Post-Closing area.
• Provide administrative support or other duties as needed.

Competencies:

Knowledge, skills and abilities

• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Attention to detail
• Excellent verbal and written communication skills.
• Excellent interpersonal and customer service skills.
• Excellent sales and customer service skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Strong analytical and problem-solving skills.
• Ability to function well in a high-paced and at times stressful environment.
• Proficient with Microsoft Office Suite or related software

 Supervisory Responsibilities:

• None

 Education and Experience:

• High school diploma or equivalent.
• At least five (5) years related experience required.

 Physical Requirements:

• Prolonged periods of sitting at a desk and working on a computer.
• Must be able to lift up to 15 pounds at times.

First Resource Bank is an Equal Opportunity Employer