Birmingham, Alabama3 days ago
During the loan closing and post-closing stages, duties include but not limited to: preparing the loan closing package for booking, submitting the loan closing package for booking, verifying loans book accurately (including rate, payments schedule, maturity, etc.), sending the original loan closing package to Loan Operations, disbursing loan advances, quoting payoffs, working with the Portfolio Managers to monitor loan covenants and financial reporting, submitting loan covenants and financial reporting into various bank systems, working with Relationship Managers and Portfolio Managers with collateral releases and Uniform Commercial Code (UCC) requests, and retrieving and utilizing information on sweep accounts. During the application/underwriting stage and prior to loan closings, duties include but not limited to: gathering information from clients and prospects, inputting applicable information for clients and prospects into various bank systems, ordering credit reports, preparing loan applications and other required forms (such as Policy Exception Form, Real Estate Worksheet, Flood Determinations/Status Update Forms, CIP Forms, Compliance Checklists, etc.), ordering loan documents, communicating with CDP to answer questions about loan documents, gathering Beneficial Ownership information, preparing Beneficial Ownership Certification Forms, and preparing loan document packages for closings.