Commercial Real Estate Servicing Team Loan Assistant- Portland in Portland, Oregon For Sale
Commercial Real Estate Servicing Team Loan Assistant- Portland Job Type: Full-Time Location: Portland, OR Last Updated: 08/22/xxxx Job Description: Sets up and processes documents and files for loan package completion to meet lending specifications. Ensures correct combination of documents will be prepared/received for each transaction to secure legal interests of the company. Reviews and monitors loan documents for accuracy, completeness and adherence to approval conditions. Resolves a variety of customer problems/issues regarding bank products and services. Monitors existing loans to ensure complete conformity with terms. Follows up with customer to obtain all necessary information and clarification on financial analysis materials and resources. Advances funds for payment or credit accounts at the request of the borrower or lending officer. Processes a variety of loan payments, fees and/or payoffs. May negotiate loan-signing dates with customers and loan officers. May work with attorneys and other financial or legal resources to obtain the correct, accurate documents to fully protect the financial institution's interests in the credit relationship. Provides customer service, administrative support and inter/intra office communication support for the department. Actively learns, demonstrates and fosters the Umpqua corporate culture in all actions and words. Takes personal initiative and is a positive example for others to emulate. Embraces our vision to become "The World's Greatest Bank". Works on assignments that are moderately complex in nature where judgment is required in resolving problems and making routine recommendations. Normally receives no instruction on routine work, general instructions on new assignments. Requires specialized functional experience, ability to read, write and speak English; basic arithmetic skills, knowledge of operational procedures, practices and policies. Ability to use office software (i.e., word processing, spreadsheets, etc.) and equipment. Requires a high school diploma, vocational training or equivalent. Ability to demonstrate compliance with all bank regulations for assigned job function and apply to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Must be able to keep up to date on regulation changes. Follows all Bank policies and procedures, compliance regulations, and completes all required, annual required, or job-specific training. No relocation offered. We are proud to be an EEO/AA employer M/F/D/V. We maintain a drug-free workplace and may perform pre-employment substance abuse testing.