Stock Loan Clerk jobs in Santa Maria, CA

The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned.

RESPONSIBILITIES

• Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete.
• Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst.
• Performs call back function on established provisionally received ticklers for loan originations and modifications.
• Periodic updating of tickler and covenant notes as requested by the Portfolio Manager.
• Dispositions tickler and covenant items as appropriate and as requested by Portfolio Manager.
• Provides general assistance to the Credit Analyst, Portfolio manager and Credit Manager.
• Assists borrowers with payoffs, line of credit advances and loan draw requests.
• Responds to general customer inquiries regarding loan statements, document copies, loan balances, etc.
• Uploads various documents and other financial information as received by borrowers.
• Assists with management of the imaged file and various periodic file management projects.
• Assists Portfolio Manager and Credit Manager with re-indexing files as necessary.
• Reviews borrower imaged file to ensure current insurance certificate and related information have been properly and timely uploaded.
• Works closely with the Portfolio Manager in the initial preparation of Letters of Interest and Letters of Approval.
• Assists the Portfolio Manager with the setup of the electronic working file and the uploading of periodic information received by the customer.
• With respect to loan reviews; orders site inspections, Westlaw Reports, credit reports, UCC searches and various other information on an as needed basis.
• Performs other duties and tasks as requested by the Credit Manager, Portfolio Manager or Credit Analyst.
• Other duties as assigned.

QUALIFICATIONS

• 1 year experience in lending administration environment, banking or financial institution preferred.
• Knowledge of CASH Suites, Sales Force and FIS Horizon preferred.
• Knowledge of commercial lending terminology preferred.
• Proficient computer skills including Microsoft Office (Word, Excel, Outlook), lending software applications and platform preferred.

A reasonable, good faith estimate of the minimum and maximum base salary or pay for this position is $16.51 to $24.76. Actual compensation will vary based on various factors including but not limited to location, experience, and performance. A discretionary bonus and/or business line incentive may be provided, in addition to a medical and other benefits, dependent on the position. For more information regarding our benefits, please visit

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