Loan and Portfolio Management - Loan Documentation Spec Loan Documentation Spec

Company: LanceSoft Inc
Location: Newport Beach
Posted on: March 20, 2023

Job Description:

Job Description: - Corporate Banking Relationship Support

Virtual interviews
Shift will be 8am-5pm
100% Onsite location:

- Deliver high-value, quality operational and relationship support to Corporate / Commercial Banking relationship managers (RMs), portfolio managers (PMs) and external customers.
- Support revenue-generating activities in addition to driving operational and compliance support.
- Ensure there is a consistent level of data integrity for all systems utilized and identify and resolve exceptions quickly to minimize financial impacts.
- Proactively identify, research, and resolve customer issues while mitigating the future potential for other customers to have a similar occurrence.
- Maintain a strong working knowledge of all applicable regulations to ensure compliance., credit policies and procedures.

Support the following activities:

- Credit Hard and Soft Exposure Approvals and loan onboarding and administration for agented and non-agented deals, bilateral loans, Letters of Credit, Soft $ Limits
- Monitoring activities and performing research to determine cause of overdrafts, daylight overdrafts and ACH file suspensions to ensure timely approval
- Covenant and financial credit monitoring; Marketing and presentation support with content, organization, and preparation of final deck; Proposal preparation to gather customer data and research
- Prospecting projects to identify new leads by specific industries and geographic regions
- Certificate of Good Standing requests
- Order Flood Determinations

Preferred skills / experience:

- strong knowledge of legal documentation used to support applicable loan processing;
- ability to work with legal to solve complex documentation needs, Ability to apply critical thinking to underwriting approvals, loan documentation and processes, ability to work effectively and accurately in a fast paced, high production professional environment , strong organization and prioritization skills, strong verbal and written communication skills.

--- Sacramento Main
621 Capitol Mall, Suite 800
Sacramento, CA 95814

--- Encino 17th Floor Commercial Loan
15910 Ventura Blvd. Suite 1712
Encino, CA 91436

--- Newport Beach
4100 Newport Place, Suite 900
Newport Beach, CA 92660

--- Torrance Commercial Banking
990 W. 190th St.
Torrance, CA 90502

--- U.S. Bank Tower Los Angeles
633 W. 5th St. 30th Floor E
Los Angeles, CA 90071

--- San Diego Executive Drive
4747 Executive Dr. 3rd Floor
Sa Diego, CA 92121



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