Underwriting Assistant I - New York, United States - Valley National Bank

Valley National Bank

Verified Company

New York, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Responsibilities include but are not limited to:

Monitors the financial exception report on a regular basis to track financial statements. Based on findings, creates and provides reports to the CPM Team Leader and Manager of the Business Line.
Ensures that the tickler dates are updated and correct on exception reports as financials are received.
Escalates situations to the CPM and Loan Officer when the required financial statements are not received within 45 days of the initial letter or contact.
Ensures that once financial statements are received, they are sent for imaging and provided to the CPM and Loan Officer for review.
Monitors Portfolio Management reports such as Delinquent Real Estate Taxes, Liquid Collateral, Past Due Loans, etc. and works with Loan Officers on past due loans and to clear exceptions when necessary.
Provides superior customer service by resolving issues and providing accurate and timely information to CPMs and Loan Officers.

Requirements:

Required skills:

Proficient computer skills with knowledge of Microsoft Word and Excel and performing internet searches.
Basic math skills, including the ability to compute ratios.
Strong organizational skills and detail oriented.
Ability to work in a fastpaced environment and move quickly through assignments to ensure deadlines are met.
Ability to read, interpret and comprehend policies, procedures and training materials.

Required Experience:

High School Diploma or GED and minimum of one year banking experience.
Completion of college level courses in accounting or finance and/or Associate's degree a minimum of two years banking, credit or lending experience preferred.