NewAssociate Attorney (Real Property/Creditor Rights) JobotAssociate Attorney (Real Property/Creditor Rights)Kirkland, WA$100,000–$175,000 / year
NewHome Loan Officer Generations Home LoansHome Loan OfficerWoodinville, WA$100,000–$300,000 / yearDESCRIPTION: Generations Home Loans is seeking experienced Home Loan Officers who can combine consultative lending guidance with strong relationship development in a purchase-driven mortgage environment. You will advise clients on home financing options, support real estate partners with responsive loan guidance, and manage each opportunity with professionalism from application through closing.
Loan Servicing Specialist (General Client Service) Washington FederalLoan Servicing Specialist (General Client Service)Seattle, WA$22–$25 / hourFull timeThe position supports loan servicing functions, delivers comprehensive and prompt customer service to internal and external customers and exercises quality control oversight in the execution of all duties. Along with the key functions listed below, each position will be expected to uphold the value that WaFd Bank places on simply being kind when servicing our co-workers and customers.
Commercial Loan Servicing Specialist II-III WASHINGTON TRUST BANKCommercial Loan Servicing Specialist II-IIISeattle, WAFull timeThis role is primarily responsible for the servicing of Commercial loans including but not limited to preparing commercial loan documentation, loan boarding, collateral perfection - including but not limited to; real estate, UCC and titled vehicle secured, processing of related financial transactions, and loan reconciliation functions. Effectively communicate with other departments in the Bank, collaborating with internal and external customers to ensure a successful customer experience.
Consumer Loan Servicing Analyst Sound Credit UnionConsumer Loan Servicing AnalystTacoma, WA$26.73–$40.10 / hourFull timeEnsure accurate and efficient servicing of consumer loans by gathering, interpreting, and using complex data to develop actionable steps that will improve processes and optimize results. Own all post loan closing modifications, including compromised account adjustments, pay off verifications and inquiries, interest assessments and discrepancy verifications.
Loan Officer Associate Lennar HomesLoan Officer AssociateFederal Way, WA$20.29–$21 / hourFull timeLennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. This role goes beyond support—you will actively contribute to lead conversion, pipeline growth, and customer experience while learning the daily behaviors, metrics, and decision‑making of top‑performing Loan Officers.
Mortgage Loan Officer - Member Direct BECUMortgage Loan Officer - Member DirectSeattle, WAFull timeAs a Mortgage Loan Officer - Member Direct at BECU, you'll be the trusted guide helping our members navigate one of the most important financial decisions of their lives-purchasing or refinancing a home. Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?
Consumer Loan Processor BECUConsumer Loan ProcessorSeattle, WAFull timeFund Loans with Precision:You'll complete loan funding and disbursements accurately and efficiently, helping members access their funds without delay. From application through funding, your work ensures loans are processed accurately, efficiently, and with care, providing members with confidence at every step of their lending journey.
Mortgage Loan Officer KeyBankMortgage Loan OfficerTacoma, WAFull timeJob SummaryThe Mortgage Loan Officer (MLO) assists clients with the origination of residential mortgage loans, including providing analysis and advice to current and prospective clients on home lending solutions that meet their needs and financial objectives. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Commercial Loan Coordinator - Senior Washington FederalCommercial Loan Coordinator - SeniorSeattle, WA$31.25–$43.28 / hourFull timeSenior Loan Coordinators provide operational support to Commercial Banking Officers in the ongoing management of WaFd Bank's portfolio of commercial loans as it relates to loan origination and funding, construction draw administration, compliance monitoring, regulatory adherence, collateral perfection, recordation and valuation, as well as general loan administration. The Senior Loan Coordinator will work with Commercial Loan Processing, Relationship Officers, Relationship Managers, Directors and Division Managers to obtain necessary documents from clients to prepare a complete and accurate set of loan documents.
Mortgage Loan Officer WASHINGTON TRUST BANKMortgage Loan OfficerTacoma, WAFull timeFor Washington Trust Bank, ideal candidates demonstrate a can-do attitude, approach situations collaboratively and possess unwavering integrity combined with the skills and experience required for success. As the largest privately-held commercial bank in the Pacific Northwest, our mission for over a hundred years has been achieving the utmost in client service through understanding and meeting the unique financial needs of our customers.
Consumer Loan Underwriter II BECUConsumer Loan Underwriter IISeattle, WAFull timeWHAT YOU'LL DO: Apply Lending Expertise: You bring a strong understanding of BECU's loan policies, real estate lending practices, and applicable state and federal regulations to make informed decisions on a wide range of consumer loans. Deliver Timely Outcomes: You prioritize efficiency by reviewing applications promptly, clearly communicating decisions, and helping members understand options such as denials, counteroffers, or alternative solutions.
Commercial Loan Underwriter Manager Mechanics BankCommercial Loan Underwriter ManagerSeattle, WAFull timeResponsibilities include interviewing, hiring, and training employees; planning, assigning, and directing work; managing and appraising performance; coaching and development; addressing complaints and resolving problems. In collaboration with the relationship manager and underwriters, identify risks/mitigants of loan structure and participates in discussions with credit risk as required.
Bank Sales Support Specialist(Commercial Loan Processor) First Citizens BankBank Sales Support Specialist(Commercial Loan Processor)Clyde Hill, WAFull timeOngoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Ongoing Credit Servicing Support and Accuracy: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews.
Sr. Mortgage Loan Underwriter - Construction (WA, ID & OR Only) BECUSr. Mortgage Loan Underwriter - Construction (WA, ID & OR Only)Seattle, WAFull timeIn this role, you'll use your knowledge of construction lending programs, along with conventional, FHA/VA, and other specialized mortgage programs to make thoughtful, consistent lending decisions that align with investor and agency guidelines while keeping the member experience at the center of every interaction. Support Exceptional Member Service: Assist Loan Processors and Loan Officers with customer service inquiries, helping identify ways to restructure transactions that align with both member and Credit Union needs.
Loan Servicing Support - Admin I 1st Security Bank of WashingtonLoan Servicing Support - Admin IMountlake Terrace, WA$20–$21 / hourPart time1st Security Bank was named a bronze medal winner in its class in the Puget Sound Business Journal's Best Workplaces contest in its first year nominated and is also consistently rated a 5-star Bank in Washington State by Bauer Financial, an independent bank rating firm. If you are the type of individual that would enjoy working at one of the Puget Sound's Best Places to Work for 10 years in a row and focuses on providing an exceptional client experience, then 1st Security Bank is the place for you.
Manager or Senior Manager, Financial Services Valuation KPMG LLPManager or Senior Manager, Financial Services ValuationSeattle, WAFull timeManage and deliver valuation services related to a variety of financial assets and liabilities in the financial services industry (including banking, specialty lending, insurance, fintech, Insurtech, and asset management) including individual loans and portfolios of commercial real estate (CRE) loans, residential mortgages, commercial & industrial (C&I) loans, construction loans, auto loans, other consumer loans, specialty finance products, and more . Perform and/or review detailed cash flow modeling for mortgage and other loan portfolios, incorporating key credit loss, prepayment, and discount rate assumptions; analyze and interpret large, complex loan-level datasets (e.g., loan tapes, servicing and performance data) and translate findings into valuation inputs and conclusions.
Customer Service Representative III Mechanics BankCustomer Service Representative IIIBellevue, WAFull timePerforms daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Customer Service Representative III (Part-time, 25 hours/week) Mechanics BankCustomer Service Representative III (Part-time, 25 hours/week)Seattle, WAPart timePerforms daily teller services such as processing deposits, withdrawals, holds, loan payments, traveler's checks purchases, stop payments, telephone transfers, direct deposits, cash advances, sight drafts, verifications of deposit, ATM card requests, wire transfers and other related matters. The Customer Service Representative III provides exceptional customer service by taking ownership of the customer experience from introducing the customer to Mechanics Bank through profiling the customer, assessing their banking and borrowing needs, and recommending appropriate products based on a thorough knowledge of Mechanics Bank products and services.
Customer Service Supervisor, Retail Mechanics BankCustomer Service Supervisor, RetailSeattle, WAFull timeServes in a leadership capacity to assist branch manager in motivating and supporting Customer Service Representative (CSR) staff to participation in branch sales efforts, exemplary customer service, and sound branch operations. In conjunction with Branch Manager: Responsible for scheduling, supervising and coaching Customer Service Representative (CSR) staff, managing paying, receiving and new account operations, and ensuring branch regulatory compliance.
Manager / Senior Manager, Financial Services Valuation KPMG LLPManager / Senior Manager, Financial Services ValuationSeattle, WAFull timeManage and deliver business and intangible valuations related to a variety of equity interests, assets, and liabilities related to the financial services industries (banking, insurance, fintech, Insurtech, and asset management) including customer relationships, distribution agreements, loan portfolios, core deposit intangible, contract intangibles, developed technology, intangible assets, indemnification assets, and more. Significant experience with valuations of business entities and intangible assets, purchase price allocations, analyzing goodwill and long-lived asset impairment, financial instruments, supporting a company's value for bidding or asking price plans, litigation support, and financial analysis and research with the financial services industry.
Commercial Real Estate Loan Servicing Manager - Remote Symetra Financial CorporationCommercial Real Estate Loan Servicing Manager - RemoteBellevue, WARemoteThis means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they''re buying, and we design products--and operate our company--to stand the test of time. Direct communication with mortgage banker for problem solving, real estate tax delinquency, mortgage payment delinquency, non-compliant insurance coverage, mortgage banker performance, etc.
Senior Vice President, Portfolio Management (Native American Financial Services KeyBankSenior Vice President, Portfolio Management (Native American Financial ServicesSeattle, WAFull timeAdditionally, the Senior Vice President, Portfolio Management will be assigned a portfolio of high-value corporate clients (often with a significant number of Left Lead and highly complex deals) for which they will take ownership of ongoing credit monitoring and risk rating, negotiating and reviewing legal documentation, and assisting product partners in cross-selling additional bank products. Gather and analyze all relevant financial and industry data for high value clients or prospects, including collaborating with third party vendor to ensure accuracy of financial spreads statements, analyzing historical performance, accurately calculating credit metrics, identifying risks and mitigants, assessing creditworthiness, etc., while effectively utilizing, and providing feedback to, third party resources.
Service Desk Operator Skookum Educational ProgramsService Desk OperatorPoulsbo, WAFull timemanaging service requests, assigning work orders, and coordinating communication between requesters, schedulers, and maintenance staff. Serves as a liaison between requesters, maintenance staff, schedulers, and managersfacilitatingclear communication and efficient coordination.
Sr. Commercial Real Estate Loan Servicing Insurance Specialist - Remote Symetra Financial CorporationSr. Commercial Real Estate Loan Servicing Insurance Specialist - RemoteWARemoteProvides general support to other areas within Loan Servicing including boarding of new loans, reviewing loan documents for accuracy and data entry in records management system; fielding 1098 inquiries and accuracy for reporting, final approver for mortgage verifications, ACH changes, amortization schedules, wiring instructions and assumption processing. Download and compile CRE loan documentation including loan documents, organizational documents, title insurance policies, third party reports, leases, borrower financials, NOI Analysis and inspections, and servicing system information.
Commercial Loan Servicing Specialist II-III Washington Trust Bank Wealth ManagementCommercial Loan Servicing Specialist II-IIISeattle, WAThis role is primarily responsible for the servicing of Commercial loans including but not limited to preparing commercial loan documentation, loan boarding, collateral perfection - including but not limited to; real estate, UCC and titled vehicle secured, processing of related financial transactions, and loan reconciliation functions. Effectively communicate with other departments in the Bank, collaborating with internal and external customers to ensure a successful customer experience.
Credit Card Operations Analyst Washington FederalCredit Card Operations AnalystSeattle, WA$22–$25 / hourFull timeThe Credit Card Analyst is responsible for providing high quality support to Branches, the Client Care Center, Boise Deposit Operations and other internal departments to best support the Company's business goals and service level expectations. Fully participate in banking and business skill and knowledge development through various channels that the Bank may provide, including self-study assignments, computer-based training, one-on-one instruction, and group instruction.
Vice President, Innovation Banking Western Alliance BankVice President, Innovation BankingSeattle, WA$139,530–$172,360 / yearFull timeGather all information necessary to present a financing request to senior management or Loan Committee for approval; meet with new/potential customers; visit sites of loans; negotiate loan terms and conditions; refer and recommend acceptance to the Chief Credit Officer or Loan Committee. Coordinate processing of approved loans; ensure loans are processed according to agreement, customer needs and conform to Bank lending policies; obtain sufficient information and/or documentation from customers; solve problems relative to processing and servicing of loans within the Relationship Manager's portfolio.
Relationship Officer, Commercial Bank KeyBankRelationship Officer, Commercial BankSeattle, WARemoteFull timeKey has implemented a role-based Mobile by Design approach to our employee workspaces, dedicating space to those whose roles require specific workspaces, while providing flexible options for roles which are less dependent on assigned workspaces and can be performed effectively in a mobile environment. General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
NewLoan Servicing Project Specialist Columbia BankLoan Servicing Project SpecialistTacoma, WA$18–$30 / hourStaffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team. The Project Specialist serves as a subject matter expert with responsibility for planning, organizing, administering, and/or leading short-term initiatives of varying scope within a division(s) and/or department(s).
Paralegal, Real Estate Finance Ballard Spahr LLPParalegal, Real Estate FinanceTimes Square, WA$95,000–$105,000 / yearFull timeWe are seeking a paralegal in our Seattle office to become a key member of our nationally recognized real estate finance team representing clients in structuring, documenting, closing, servicing, and restructuring real estate loans. Preparing documentation for closings, including organizing, proofreading, and assembling documents, coordinating and managing signature packages, and maintaining large deal files for transactions involving multiple properties.
Mortgage Advisor - King County BECUMortgage Advisor - King CountyTukwila, WAFull timeYour expertise won't stop at loans-you'll be a go-to resource, mentor, and advocate, helping teammates grow their mortgage knowledge while ensuring members feel informed, confident, and supported from application through funding. As a Mortgage Advisor - Primary Market, you'll deepen trusted relationships with new and existing members, guide them through complex mortgage decisions, and expand BECU's mortgage presence within your assigned community.
Sr Mortgage Advisor - Greater Puget Sound BECUSr Mortgage Advisor - Greater Puget SoundTukwila, WAFull timeBuild Powerful Partnerships: You'll develop and nurture strong relationships with real estate agents, builders, financial advisors, and community influencers to grow your referral network. You won't just originate loans-you'll create lasting partnerships, strengthen communities, and expand BECU's impact by connecting members to the right financial solutions at the right time.
Mortgage Sales Assistant II BECUMortgage Sales Assistant IITukwila, WAFull timeFrom preparing applications and analyzing key documents to supporting outreach events and marketing efforts, your attention to detail and member-first mindset will help BECU deliver on our promise of best-in-class service. Is it surprising to hear that a financial institution of 1.5 million members and over $30 billion in managed assets say that success comes from focusing on people, not profits?
Non-Delegated Mortgage Underwriter III Western Alliance BankNon-Delegated Mortgage Underwriter IIISeattle, WARemoteFull timeIf you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email recruiter@westernalliancebank.com or call (602) 797-3662. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!
Principal Financial Analyst - Treasury Operations Puget Sound Energy, IncPrincipal Financial Analyst - Treasury OperationsClyde Hill, WAFull timeCompany & Industry Acumen - Consistently demonstrates a breadth of industry and company knowledge and viewed by peers and external leaders as a key resource; has the ability to extract key findings from an analysis and relay that information to key stakeholders; works to refine and expand knowledge base continually and drives improvement throughout processes. Assists with daily cash management operations including monitoring daily cash position and incoming receipts, processing outgoing wire transfers and payments, reconciling bank account activity, validating accounting entries and transaction documentation, and forecasting daily cash flow.
Customer Service Representative (Loan Consultant II) Lendmark Financial Services LLCCustomer Service Representative (Loan Consultant II)Bremerton, WAPrepare reports, correspondences, transaction documentation, and record and file documentation; operate cash drawer, process bank deposits, maintain records and balances and closing of the branch. Handle account activities related to collection accounts, including phone calls and face to face communications with customers.
Mortgage Loan Coordinator (Hybrid) Symetra Financial CorporationMortgage Loan Coordinator (Hybrid)WAAchieve this by working closely with the various team members by creating electronic loan files, data entry, downloading documentation submitted through an online web portal, processing new loan applications, ordering reports, preparing documents and letters, boarding new loans, accounting functions and other specific tasks as assigned by the group Manager. This means we provide products and services people need at a competitive price, we communicate clearly and openly so people understand what they''re buying, and we design products--and operate our company--to stand the test of time.
NewConsumer Loan Support Specialist Columbia BankConsumer Loan Support SpecialistTacoma, WA$18–$30 / hourIn this role you will be responsible for monitoring highly complex retail loan servicing workflow, assisting other loan support specialists as needed and keeping leadership informed of department activities within an environment of high work volumes and established deadlines. + Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation.
Loan Support Specialist Columbia BankLoan Support SpecialistTacoma, WA$18–$28 / hourResponsible for the transaction and processing of moderately complex consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with the organizations workflow, ensuring regulation, policy, and procedures practices are followed. + Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation.
Senior Product Manager, Servicing SoFi Technologies IncSenior Product Manager, ServicingSeattle, WAThis is a highly cross-functional and high-impact role for a product leader who thrives in ambiguity, can set clear direction in evolving spaces, and is equally comfortable defining strategy and driving execution. In this role, you will partner closely with engineering, research, data science, design, legal, operations and business stakeholders to bring new capabilities to life and ensure they deliver measurable results.
Loan Support Specialist I Columbia BankLoan Support Specialist ITacoma, WA$18–$26 / hourResponsible for the transaction and processing of moderate to complex consumer, small business, SBA and commercial/business loan products, required documentation, in accordance with theorganizationsworkflow, ensuringregulation, policy, and procedures practices are followed. + Perform loan servicing activities such as general loan maintenance, processing loan payments, data entry, loan document creation, lien perfection, escrow/tax support, flood review or general ledger reconciliation.
Mortgage Loan Advisors East West Bancorp IncMortgage Loan AdvisorsBellevue, WAResponsible for generating business through direct marketing efforts to outside sources such as realtors, builders, attorneys, and professionals in the assigned areas to develop the mortgage business • Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone • Cross-sells and promotes the Bank and its services to the clients • Maintain contacts with clients throughout the application process to keep them advise of status • Maintain current and thorough knowledge of all lending programs, policies, procedures, and regulatory requirements • Works closely with the mortgage operations teams from time of application through closing • May perform other duties as assigned including contacting borrowers for loan retention purpose. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
Mortgage Loan Officer Wells Fargo BankMortgage Loan OfficerTacoma, WashingtonThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Business Loan Administrator (Post‑Approval) Columbia Banking System IncBusiness Loan Administrator (Post‑Approval)Tacoma, WA$18.19–$30 / hourIndividuals with experience in loan operations, documentation review, escrow, title, or financial services will find this role especially well aligned, as it requires both technical expertise and the ability to collaborate, communicate, and problem-solve in a fast-paced environment. The ideal candidate builds strong working relationships with bankers, underwriting partners, and external stakeholders such as escrow and title teams-helping guide each transaction to a smooth and successful close.
Sr Business Loan Specialist (post-approval) Columbia Banking System IncSr Business Loan Specialist (post-approval)Tacoma, WA$25–$32 / hourThe ideal candidate builds strong working relationships with bankers, underwriting partners, and external stakeholders such as escrow and title teamshelping guide each transaction to a smooth and successful close. Individuals with experience in loan operations, documentation review, escrow, title, or financial services will find this role especially well aligned, as it requires both technical expertise and the ability to collaborate, communicate, and problem-solve in a fast-paced environment.
Remote Mortgage Loan Officer (Washington) Zillow IncRemote Mortgage Loan Officer (Washington)WARemoteThese include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Zillow was named one of FORTUNE 100 Best Companies to Work For® in 2025, and included on the PEOPLE Companies That Care® 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
Mortgage Loan Officer (Seattle, WA) Zillow IncMortgage Loan Officer (Seattle, WA)Seattle, WA$12–$25 / hourThese include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness and professionalism, and safeguard business operations and the Company's reputation. Zillow was named one of FORTUNE 100 Best Companies to Work For in 2025, and included on the PEOPLE Companies That Care 2025 list, reflecting our commitment to creating an innovative, inclusive, and engaging culture where employees are empowered to grow.
Mortgage Loan Officer Banner BankMortgage Loan OfficerTacoma, WAIn this role youll have the opportunity to: Originate real estate loans from various sources Realtor business developed through a structured outside calling program Contractors both Banner Bank customers and others Referrals from branch personnel general public through normal business relationships i.e. service organizations friends acquaintances etc. and walk-in and call-in customers. Promote home ownership through community outreach efforts specifically in the communities around designated branch location demonstrating inclusive marketing efforts to develop new leads loans and bank relationships.
Bank Sales Support Specialist(Commercial Loan Processor) First Citizens BancShares IncBank Sales Support Specialist(Commercial Loan Processor)Bellevue, WA$27.30–$40 / hourOngoing Sales Support: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Ongoing Credit Servicing Support and Accuracy: Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews.