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:
|
|
- 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.