Commercial Banking Specialist - FL Job at Popular Community Bank
At
Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; this is why we value their diverse skills, experiences and backgrounds.
Are you ready for a rewarding career?
Over 8,000 people in Puerto Rico, United States and Virgin Islands work at Popular.
Come and join our community!
Popular Association Loan Processing Mgmt
This position is responsible for review and submission of loan offerings to underwriting and the effective servicing of a designated portfolio. Customers are to be effectively serviced, inquiries responded timely and operational situations resolved promptly and efficiently.
In this position, you will:
- Cursory review and submission of loan offerings; including consistently gathering pertinent loan documentation and financials utilized for underwriting of the transaction
- Work with the loan officer(s) to draft loan structures for initial review, including pricing models
- Accurate preparation of Commitment Letters, Contract Letter Agreements, Term Sheets, Loan Narratives
- Review of Credit approval form including covenants, ensure conditions apply to loan purpose/structure
- Conduct required due diligence to ensure completeness of the loan offering in accordance with established guidelines
- Consistently meet loan offering submission deadlines and maintain continuous follow up practices for pending documents
- Pro-actively seek information from clients and prospects to understand possible changing situations, needs and desired loan structures, communicate information to the loan officer(s)
- Review documentation for renewals and restructures as approved by the loan officer(s) and/or management
- Act as liaison with various units to properly service the customer
- Regularly interact with management companies; provide feedback to the loan officer(s) regarding issues or concerns with loan requests
- Maintains profiles of priority customers and notify loan officer(s) of major developments; assists with managing customer relationships with new and routine transactional requests
- Provide support administering day to day credit and loan process, inclusive of department’s tickler review, credit extensions, and customer inquiries
- Prepare and review loan requests, contact customer and/or loan officer(s) for missing information. Clarify facts and approvals
- Maintain electronic files and prepare new customer loan files in accordance with established guidelines. Periodically review existing documentation for accuracy and consistency with the loan offering
- Prepare transmittal letters or ELODs for advances and pay down requests. Review loan’s status on each situation
- Coordinates with loan officer(s) to keep customer in compliance with financial reporting and covenant requirements
- Prepare and mail financial statement requests to customers and obtain all necessary financial documentation, financial statements and/or tax returns to maintain files current and update tickler
- Effectively manage incoming customer inquiries, related to loan status. Conduct loan investigations, researching customer disputes, incorrect billing, non-receipt of statements and late charges
- Monitor loan maturity dates and prepare loan extension requests
- Ensure respective databases are accurate and up to date with customer information
- Compile data and generate management reports as needed
To be considered, you will need:
- Minimum Required: High School diploma; College degree or related field combined with a minimum of one year of experience in commercial banking
- Desirable Education/Experience: Property management company experience or commercial lending, a plus
Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.
If you have a disability and need assistance with the application process, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide reasonable accommodations. Any other correspondence will not receive a response.
As a leading financial institution in the communities we serve, we reaffirm our commitment to always offer essential financial services and solutions for our customers, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.
If you are a California resident, please click here to learn more about your privacy rights.
.
Please Note :
epokagency.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, epokagency.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, Site.com is the ideal place to find your next job.