- Assist Lenders in procuring documentation and information essential to loan application processing and ongoing portfolio management.
- Review approval for accuracy, and coordinate revisions, as necessary.
- Assist lenders with providing superior customer service to existing customers by resolving issues and providing accurate and timely information.
- Engage Attorney or Doc Prep to prepare documents for closing.
- Collect due diligence needed to close loans in accordance with approval.
- Act as liaison with attorneys and lenders and coordinate closing dates.
- Obtain all necessary Insurances and ensure sufficient coverage requirements are met prior to closing.
- Responsible for upholding and enforcing all stated Bank policies.
- Process loan payments, draws on lines of credit, payoffs and credit advances.
- Monitor pipeline reports to ensure timely closings.
- Carefully review loan documents for closing to ensure accuracy, close loans when necessary.
- Review Title Commitment and Final Title Policy for accuracy.
- Clear any documentation exceptions.
- Communicate with Lenders any issues that arise prior to closing.
- Order items necessary to complete the file.
- Prepare Commitment Letters when required.
- Disburse loan proceeds at closing.
- Prepare booking packages post-closing.
- Implement new procedures in accordance with policy changes.
- Excellent Interpersonal skills as well as verbal and written communication skills.
- Confident in ability to enforce policies, procedures and processes when/if challenged.
- Strong PC skills using Microsoft office applications as well as Bank's core system and nCino software.
- Highly proficient in all areas of customer service, organizational skills, data input, time management and handling multiple tasks simultaneously within a high volume, strict deadline work environment.
- High School Diploma or GED and a minimum of up to 3 years Lending Assistant or Loan Processor experience.
- Knowledge of Commercial Real Estate and C-I loan documentation preferred.
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Commercial Lending Assistant
2 weeks ago
Valley Bank Jacksonville, United StatesJob Overview: · The Lending Assistant will assist with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships. · Make sure to apply quickly in order to maximise your chances of being considered for an inter ...
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Commercial Lending Assistant
3 weeks ago
Valley Bank Jacksonville, United StatesJob Overview: · The Lending Assistant will assist with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships. · Responsibilities include, but are not limited to: · Assist Lenders in procuring documentation a ...
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Commercial Lending Assistant
3 weeks ago
Insight Global Jacksonville, United StatesA large banking client is looking for a Commercial Lending Assistant to join their Jacksonville office and assist the senior bankers in lending activities. · Responsibilities: · - Assist Lenders in gathering documentation and information for loan application processing and ongoi ...
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Assistant Branch Manager
1 week ago
South State Bank Jacksonville, United StatesAs a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We ...
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Member Success Supervisor
1 week ago
RADIFI FEDERAL CREDIT UNION Jacksonville, United StatesRadiFi Credit Union (formerly Jax Federal Credit Union) is seeking a Member Success Supervisor to be responsible for supporting the Member Success Manager in meeting team and individual goals. May support Manager by assisting with coaching the branch team to effectively execute o ...
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Property Attendant
1 week ago
Stayable Jacksonville, United States**Property Attendant - Jacksonville West** · Shift: 4 days per week which are 2 days and 2 nights · - ** 2 days**: Sunday & Monday (10:00 am - 6:00 pm) · **Role** · The Property Attendant is an essential position on the Stayable team. A remarkable Property Attendant delivers safe ...
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Property Attendant
1 week ago
Stayable Jacksonville, United States**Property Attendant - Jacksonville West** · **Shift**:Tuesday - Saturday (10:00 am - 6:00 pm) · **Role** · The Property Attendant is an essential position on the Stayable team. A remarkable Property Attendant delivers safe and clean accommodations by keeping the grounds clean, p ...
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New-market Branch Manager
1 week ago
RADIFI FEDERAL CREDIT UNION Jacksonville, United StatesRadiFi Credit Union (formerly known as Jax Federal Credit Union) is seeking a New-Market Branch Manager (New-Market Member Success Manager) to be responsible for directing and administering the sales, service and operational efforts of a new retail branch ensuring the branch meet ...
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Transaction Coordinator
19 hours ago
Guild Mortgage Jacksonville, United States Full timeGuild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of profe ...
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Loan Operations
1 week ago
Arena Investors I Quaestor Advisors Jacksonville, United States PermanentArena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas ...
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Senior Associate
1 week ago
Arena Investors I Quaestor Advisors Jacksonville, Florida, United States PermanentArena Investors, LP ("Arena") is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas ...
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Personal Banker
19 hours ago
PNC Bank NA Jacksonville, United States Full timeDescription · Acquires and deepens the branch customer base through a variety of proactive sales and service activities. Manages the customer experience by identifying opportunities to improve the customer's financial wellbeing. Collaborates with ecosystem partners to grow custo ...
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Operations Universal Agent
2 weeks ago
PNC Jacksonville, United StatesPosition Overview · At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. As a(n) [position title] within PNC's [name of division] organization, you will be base ...
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Senior Systems Analyst
2 weeks ago
VyStar Credit Union Jacksonville, United States Full timeAt VyStar, we offer competitive pay, an excellent benefit package that includes a 401(k) Plan, an extensive paid technical and on-the-job training program, and tuition reimbursement--available to all full and part time employees. Part time positions start at a minimum of 30 hours ...
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Senior Analyst, Financial Data Governance
2 weeks ago
Social Finance Ltd Jacksonville, United StatesAccountingShape a brighter financial future with us.Together with our members, we're changing the way people think about and interact with personal finance.We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our m ...
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Bilingual Mortgage Branch Manager
3 weeks ago
Southeast Recruiters LLC Jacksonville, United StatesLocation Jacksonville, FL · No Remote **Bilingual Mortgage Branch Manager** · **Location: Jacksonville, FL** · **Position: Bilingual Mortgage Branch Manager, Multicultural Lending Division** · **Company Information:** · **Our client, based in Tennessee, has been helping peop ...
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Contact Center Sales Representative
2 weeks ago
JM Family Enterprises Jacksonville, United StatesThe Contact Center Sales Representative in JM Assoicates Federal Credit Unionwill process new membership applications by phone and online as well as new loans for existing and new members. This individual will maintain a high level of member service, cross-selling products, and s ...
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Bilingual Mortgage Branch Manager
1 week ago
Cameron Craig Group Jacksonville, United StatesLocation · Jacksonville, FL · No Remote · **Bilingual Mortgage Branch Manager** · **Location: Jacksonville, FL** · **Position: Bilingual Mortgage Branch Manager, Multicultural Lending Division** · **Company Information:** · **Our client, based in Tennessee, has been helping peo ...
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Contact Center Sales Representative
1 week ago
JM Family Enterprises Jacksonville, United StatesThe Contact Center Sales Representative in JM Assoicates Federal Credit Union will process new membership applications by phone and online as well as new loans for existing and new members. This individual will maintain a high level of member service, cross-selling products, and ...
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Mortgage Loan Originator
2 days ago
Paramount Residential Mortgage Group Jacksonville, United StatesJob Description · Job DescriptionDo you have a proven track record of creating lending solutions for your clients and a desire to assist buyers in obtaining the property of their dreams? If so, we'd love to talk with you about joining our team We are a tight-knit group of lending ...
Commercial Lending Assistant - Jacksonville, United States - Valley National Bancorp
Description
Job OverviewThe Lending Assistant will assist with loan documentation, processing, closing and monitoring while providing quality service and diplomacy to customer relationships.
Job Description
Responsibilities include, but are not limited to:
Required Skills: