Commercial Loan Specialist

Summary

Responsible for performing a variety of services for our clients in a timely and professional manner.

Essential Functions

• Interact with customers to demonstrate care and build relationships with clients through proactive outreach and follow up.
• Assist commercial banking officers with wire transfers, payments, advances and client inquiries.
• Assist commercial banking officers with collection of application items, requesting financials and/or other documents, client follow up.
• Assist commercial banking officers with exception/critical reports.
• Communicates with commercial banking officers regarding overdrafts, matured/maturing loans, contacts customer and/or insurance companies to clear exceptions on loans and other pending items, etc.
• Ensure that correspondence received is handled and routed as needed.
• Handles in-person and telephone inquiries; responds to request and inquiries, research discrepancies and resolves issues.
• Notarize documents when necessary.
• Other duties and special projects as assigned.
• Carries out responsibilities with professionalism and respect for others in accordance with the Bank's policy as well as to ensure compliance with Federal, State and Banking Regulations
• Complete special projects and other tasks as requested.
• Strong drive to achieve customer satisfaction.
• Provide Reception coverage occasionally.
• Participate in training as requested.
• Ensure that all compliance with policy and regulations are being met to include wires and transfers.

Required Education, Experience, Skills

• Applicants who have previous experience with commercial loan documentation will be given preference.
• General knowledge of banking and the loan process.
• Willingness to learn and adapt to varied and added responsibilities.
• Maintain regular and punctual attendance.
• Strong attention to detail and conscientious proactive approach to delivering high quality results in a fast-paced environment.
• Proven ability to communicate effectively with all levels of bank personnel, customers, attorneys, & title companies; ability to provide excellent customer service.
• Ability to obtain Notary Public license for the state of Texas or New Mexico.
• Bilingual (English/Spanish) preferred.
• Strong computer skills to include Microsoft Office, Word, Excel and Adobe.

Supervisory Responsibility

• N/A

Working Conditions/Physical Requirements

• Office setting

WestStar is an Equal Opportunity Employer and does not discriminate on the basis of any protected trait, including gender, race, ethnicity, disability, or veteran status.