The Commercial Loan Closer is responsible for assisting the Manager and the Group's team lenders with credit-related activities and special assignments; orders loan documents; gathers credit information on current and potential borrowers; conducts account research; orders preliminary title reports; processes consumer, commercial and real estate loan payments or advances; assists loan officers in ensuring loan requests are complete. Additionally responsible for assisting the Commercial Lending Group with cash management activities to include deposit growth and sales of cash management services. Analyzes account activity of current and prospective business customers.
Assists loan officers with credit request process; orders preliminary reports (i.e. title, flood, UCC, credit inquiry, OFAC, Secretary of State, etc.)
Organizes and assembles credit files in prescribed manner; prepares and coordinates financial and loan documentation for scanning.