Account Executive - Irvine, United States - Sunwest Bank

Sunwest Bank

Verified Company

Irvine, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

With direction and supervision from the Account Executive Supervisor, provides direct support to Relationship

Managers of the Bank to manage and proactively address the needs of clients in connection with their loan and

deposit relationships. Gathers or assists in compiling information as needed for loan documents, new account

documentation, compliance related materials and any other administrative functions that are tied to the proper

maintenance of a loan portfolio.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Maintains an assigned/delegated client portfolio as the primary administrative officer.
Maintains an up to date tracking of the status, receipt, and delinquency of all required financial reporting

items for their assigned portfolio.

Provides administrative support for all loan and deposit functions of their portfolio, including but not limited

to:
 Assists PM with collecting and organizing required new account documentation



Processes transfer requests for loans under his/her responsibility

 Reviews and assists PM in keeping organized and complete loan files that are ready for FDIC

review

 Assists RM/PM with compliance administrative functions involved in the onboarding of new loan

and deposit accounts

 Requests financial information 90 days in advance of all loan reviews/renewals and informs PMs

of any past due items.

Interacts independently and uses appropriate discretion with clients and prospects to ensure all

administrative functions are addressed in a timely manner.

Requests and reviews entity documentation and other required items for creation of loan documents.
Collaborates with bank's Note Department, escrow, title & attorneys, as needed to coordinate loan

closings.

Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to

process the loan or begin underwriting in a timely manner and provides completed forms to RM/PM for

review and approval.

ADDITIONAL RESPONSIBILITIES

Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and

management

Demonstrates high level of quality work, attendance and appearance
Adheres to all Company Policies & Procedures and Safety Regulations
Adheres to local, state and federal laws
Understands and complies with all company rules and regulations
Attends training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations

BSA/AML/CIP, Consumer Privacy, Regulation CC, Information Security, Bank Protection Act, FACT-Identity Theft,

Information Technology and GLBA.

Additional duties as assigned as it relates to the position

SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities

MINIMUM QUALIFICATIONS

Understand different borrowing entity structures
Thorough knowledge of commercial banking products and services.
General working knowledge of computer skills to communicate with all levels of bank management, staff

and customers. (Excel, Word, PowerPoint and Internet access)

Ability to communicate clearly and effectively.
Strong organizational ability with capacity to efficiently manage multiple projects simultaneously.
Ability to take the initiative and prioritize tasks, good timemanagement, problem prevention and

problem-solving skills.

COMPETENCIES: