The Woodlands, Texas5 days ago
Level II Additional Position Summary: The purpose of this job is to utilize advanced knowledge and experience of acceptable commercial lending practices to provide support for multi Commercial Relationship Managers II or III with (all of the duties of Community Banking Assistant I, plus) complicated portfolio management, perfection of loan documentation, and technical assistance, as needed, to ensure timely and accurate coordination of reviews, loan renewals, loan modifications, exceptions and compliance resolution, and all other aspects of the commercial lending and portfolio management processes. Gather information and prepare loan applications, disburse loan advances, accurately quote payoffs, order credit reports, pull financial statements, collect and review documentation for accuracy and compliance prior to submission for processing, manage exception list, work closely with Relationship Managers in attaining and approving collateral releases, complete, file and release Universal Commercial Code (UCCs), complete application for Letters of Credit, and retrieve and utilize information on sweep accounts.