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Loan Documentation Specialist

Company: Kforce Finance and Accounting
Location: Newport Beach
Posted on: March 19, 2023

Job Description:

Kforce has a client in Newport Beach, CA that is seeking a Loan Documentation Specialist.

  • 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
  • Salesforce data administration - maintenance and reports; Uniform Commercial Code (UCC) search requests; Act as liaison to operational areas
    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

Keywords: Kforce Finance and Accounting, Newport Beach , Loan Documentation Specialist, Other , Newport Beach, California

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