Loan Operations Assistant: White Plains, NY

Job ID: PM209
Department: Loan Operations/Facilities          
Title: Loan Operations Assistant
Exempt/Non-Exempt: Non-Exempt
Report to: Director of Loan Operations
Supervises: N/A
 
General Responsibilities:

• Run Credit Reports
• Run Flood Certifications
• Request Environmental Reports
• Request Appraisals
• Order Tax Services

• Process Lease Payments
• Process Participation Payments and Advances
• Create Payoff Letters
• Process payoffs on core system.
• Perform Loan File Maintenance on the core system
• Create Loan Documents using the Documentation System
• Follow up on Tickler Items:
• Insurance
• Taxes
• Leases
• Financial Information
• Create Financial Request Letters
• Book new loans on the core system
• Process loan Renewals and Extension on the core system
• Process Line of Credit Advances and Paydowns on the core system
• Suspense account maintenance and reconciliation

 
Maintain Monthly Reports:
Exception Report
Insider Loan Report
Watchlist
Assist Loan Operations Manager in various projects
 
Skill(s): Proficient reading, writing, mathematics, and grammar skills; proficient communicative and interpersonal relations skills; a working knowledge of current regulations; proficient PC skills; a thorough knowledge of documents used in various loan accounts; a thorough knowledge of the features and benefits of all loan products and services.
 
Education and/or Experience:
High school diploma or equivalent
 
The Westchester Bank is an Affirmative Action/Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.