Senior Commercial Loan Assistant

OceanFirst Bank – New York, NY

PRIMARY PURPOSE:
Support lenders with preparation of loan documents and customer service as well as support the development of Commercial Loan Assistants (CLA).
ESSENTIAL DUTIES AND RESPONSIBILITIES:
1. Work with lenders and Closing Assistants in the preparation of accurate loan documentation ensuring all required documentation is obtained in a timely manner.
2. Provide internal and external customer support.
1. Prepare loan documentation, prepare and review loan closing packages, coordinate loan closings.
2. Provide support of operational issues including payment and billing problems, overdrawn and uncollected accounts, past dues, maturities, account transfers, payments, pay offs, wire transfers and advances.
3. Coordinate the ordering and tracking of required environmental reports.
4. Assist RM and CLA input on Sales Force.
5. Assist RMs and CLAs with tracking and exception reports.
6. Assist CLAs with proper set-up of credit files.
7. Coordinate schedules of CLAs.
JOB SPECIFICATIONS:
Knowledge, Skills & Abilities
  • Strong verbal, interpersonal skills and written communication skills.
  • Proficient in MS Office Suite and documentation prep programs. Main Frame systems, and Sales Force.
  • Working knowledge of loan documentation process, from initial generation through to closing.
  • Ability to organize time, resources, and set priorities to accomplish multiple duties and maintain efficient work flow.
  • Must be a reliable and dependable team member.

Experience & Education
  • High School Diploma or equivalent with 5+ years of CLA experience.
  • Minimum of 5-7 years experience in banking industry.

Internal and External Contacts
  • Frequent external contacts with customers, prospects and referral sources.
  • Internal contacts include Loan Servicing, Closing Assistant and Retail Customer Service.

Working Conditions/Physical Requirements
Office environment. Ability to operate computer. Ability to communicate in order to exchange simple to complex information with individuals and groups. Ability to travel throughout Bank footprint.

Equal Opportunity Employer

Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity

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