Oferta de trabajo: Commercial Lending Associate I or II

Empresa
Bankers Trust Company
Ubicación
Phoenix, AZ
Publicado en
el 15 de marzo de 2025

This job was posted by https://www.azjobconnection.gov : For more information, please see: https://www.azjobconnection.gov/jobs/6948787\ Location: Phoenix, AZ, US\ \ Requisition ID: 1093\ \ Salary Range:\ \ Type: Regular Full-Time\ \ Job Description :

There are important qualities you look for in an employer meaningful work, community engagement, competitive benefits, commitment to employee development, and so many more. At Bankers Trust, our team members experience an inclusive and community-focused culture and were proud of the premier workplace weve created. We regularly receive best in class results through our biennial employee engagement survey. Were also proud to receive recognition from others, including our designation as a Best Place for Working Parents, being a four-time recipient of the Greater Des Moines Partnerships Inclusion Award, and being named one of the Best Businesses Supporting Local Charity by readers of the Business Record.

Job Summary:

Looking for a commercial Lending Associate (CLA) to deliver a high level of customer services while researching and resolving customer related issues. This position will be hired at either a level I or II DOE.

The Commercial Lending Associate I (CLA I) is an entry level position that will coordinate the documentation, booking, and funding of commercial credits in addition to providing ongoing portfolio support. This position will need to deliver a high level of customer service while researching and resolving customer related issues and will also provide support to the Commercial Relationship Managers with tasks as assigned. This position performs work under general supervision and handles moderately complex issues, referring more complex issues to higher-level CLAs.

The Commercial Lending Associate II (CLA II) position in Arizona will independently coordinate the documentation, booking, and funding of commercial credits in addition to providing ongoing portfolio support to customers and Commercial Relationship Managers. This position will also serve as an escalation point for more complex documentation requests, booking and service-related issues as well as assisting with basic training and continuing education opportunities for the CLA team. This position performs work under minimal supervision and handles complex issues, referring only the most complex issues to higher-level CLAs and to the Commercial Lending Process & Administrative Manager.

Primary Functions and/or Responsibilities:

Coordinates Laser Pro and non-complex attorney prepared loan documents, bookings, and funding requests accurately and according to bank policies, procedures, and regulatory requirements

Reviews credit approvals to determine required due diligence based on product type, collateral, and borrowing entity while adhering to bank policies, procedures, and regulatory requirements

With guidance and support from the Commercial Relationship Manager, coordinates with the borrower and third-party resources to obtain necessary documentation to maintain compliance with regulatory standards and bank credit policy

Prior to loan closing, completes a basic review of loan document package, ensuring accuracy of borrower name, signature block, and basic terms outlined in credit approval. Discrepancies should be identified and resolved or escalated as appropriate.

Ensures lending transactions are properly booked and funded including a review of executed document package to ensure all documents are present and accurately executed.

Provides exceptional customer service when interacting with clients to address basic service requests such as payments, advances, and account inquiries.

Performs basic loan portfolio maintenance while demonstr\ \ Bankers Trust Company is an Equal employment opportunity, including veterans and individuals with disabilities.\ \

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