- Provide high-quality operational and relationship support to Corporate and Commercial Banking RMs, PMs, and external clients.
- Support revenue-generating activities and ensure consistent operational and compliance support.
- Maintain data integrity across all utilized systems and quickly resolve exceptions to minimize financial impacts.
- Proactively identify, research, and resolve customer issues to prevent recurrence.
- Keep abreast of all applicable regulations, credit policies, and procedures to ensure compliance.
- Approve credit exposures (hard and soft) and manage loan onboarding and administration for agented and non-agented deals, bilateral loans, Letters of Credit, and Soft $ Limits.
- Monitor and research causes of overdrafts, daylight overdrafts, and ACH file suspensions to ensure timely approval.
- Conduct Uniform Commercial Code (UCC) search requests.
- High school diploma
- Strong knowledge of legal documentation related to loan processing.
- Experience providing primary internal support for a Commercial Banking Group.
- Ability to assist with risk management, support compliance in daily credit decisions on deposit accounts, and loans.
- Skilled in conducting research on loans, deposits, loan payoffs, analysis, industry trends, and banking services.
- Critical thinking skills for underwriting approvals, loan documentation, and processes.
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Loan Documentation Specialist - Seattle, United States - Russell Tobin
Description
Russell Tobin + Associates is currently seeking a Loan Documentation Specialist to work hybrid in Seattle, WA.
Job Title: Banking Operations Specialist
Pay: $ $21.00/hour (based upon experience)
Duration: 12-month contract
Schedule: Monday – Friday // 40hrs/week // 8am-5pmPST
Hybrid schedule = Tuesday, Wednesday, and Thursday in office. Monday and Friday will be work from home days.
Location: Hybrid in Seattle, WA
Our client is seeking a dynamic and detail-oriented Commercial Banking Operations Specialist to join their team. This role is integral in providing high-value operational and relationship support to their Relationship Managers (RMs), Portfolio Managers (PMs), and external customers.
RESPONSIBILITIES:
QUALIFICATIONS:
Russell Tobin offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance and hospital indemnity), a 401(k)-retirement savings, life & disability insurance, an employee assistance program, identity theft protection, legal support, auto and home insurance, pet insurance, and employee discounts with some preferred vendors.
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