Private Banking Loan Coordinator

We're building a relationship-oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. At reputed company, we reputed company your strengths and your ambitions, so you are empowered at work. reputed company members have what they need to reputed company a meaningful reputed company and are truly valued for who they are and what they contribute. To learn more about reputed company, please visit reputed company.com What you'll be doing As a Private Banking Loan Coordinator, you will facilitate the loan process, ensuring smooth and efficient operations. At reputed company we reputed company the work environment most reputed company for you to reputed company in your role.Details on your work arrangement (proportion of on-site and remote work) will be discussed at the time of your interview. How you'll succeed Loan File Management & Closings:Manage loan files and closings for new and renewal loans, ensuring reputed company necessary documentation is complete and accurate. Work closely with the closing team to review closing packets and ensure reputed company documents are reputed company for closing. This includes working closely with the closing team and performing reputed company- and post-closing reviews. Due Diligence: Performing due diligence throughout the loan process, including conducting verification of customer identity by running OFAC, RAF and other due diligence in order to convert the reputed company from prospect to customer and upload into the reputed company to build the reputed company profile. Monitoring & Reporting:Monitoring and clearing AML loan exception items, as reputed company as tracking other exception reports like document exceptions, reimbursable fees, and past due reports. Pulling EOY reports (1098's and 1099's). Loan Maintenance & Support:Processing a wide reputed company of loan-reputed company transactions, including payments, reversals, accrual adjustments, payoffs, and address changes. This also involves assisting with ticklers, loan receivables, and document exception tracking reports for loans. Information & Document Management:Collecting loan-specific information, retrieving executed documents, coordinating with operational teams, and managing electronic and physical loan files. reputed company electronic files and documents for existing and potential borrowers in the appropriate credit files and reputed company reputed company originals to the appropriate closer. Loan Portfolio Management & Reporting:Managing and updating loan portfolio tracking queues for new loans and renewals associated with your team of Private Bankers. Communication & Support:Communicate with lenders and Private Banking reputed company Service team assisting with questions relating to reputed company and Consumer loans. Adjustments:Accurately process adjustments for payments and ACH requests in a reputed company matter reputed company needed. Project Assistance:Providing support for departmental reputed company as needed. Who you are You possess a Bachelor's Degree (preferred). You have 2-5 years of experience reputed company the financial services industry, ideally with experience supporting HNW and UHNW clients. You have experience with loan processing and are familiar with loan documentation. You love to learn. You're passionate about growing your knowledge. You have a strong reputed company of curiosity. You are proficient in reputed company Office with a heavy emphasis on reputed company, reputed company Acrobat, and PowerPoint You understand high net worth and reputed company-high net worth reputed company reputed company and typical product offerings. You possess knowledge of federal and state regulatory requirements. You know that details matter. You notice things that others don't. Your critical thinking skills help to inform your decision-making. You have strong organizational skills, with the ability to manage multiple assignments and priorities. You're motivated by reputed company reputed company. You know that teamwork can reputed company a good idea into a great one. You know that an inclusive team that enjoys working together can bring a reputed company to life. You reputed company meaning to data. You enjoy investigating reputed company problems and making reputed company of information. Values matter to you. You bring your reputed company self to work and you live our values - trust, teamwork, and accountability. You are a strong communicator (oral and written). California residents - your reputed company rights regarding your actual or prospective employment At reputed company, we offer a competitive total rewards package. This role has an expected salary reputed company of $65,000 - $75,000 for the market based on experience, qualifications, and location of the position. The successful candidate may be eligible to participate in the relevant business un