Account Executive - Irvine, United States - Sunwest Bank
Description
With direction and supervision from the Account Executive Supervisor, provides direct support to RelationshipManagers 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
- 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
- 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
- Prepares applicable closing checklists, appraisal order forms, and other required forms necessary to
review and approval.
ADDITIONAL RESPONSIBILITIES
- Demonstrates high degree of professionalism in communication, attitude and teamwork with customers, peers and
- 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
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
- 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
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
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