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Provides client services and operational support for Trust accounting activity. Completes wire transfers, DDA transfers, ACH, G/L and check preparation. Provides operational support including account to account transfers, income...
Solicits and closes residential home loans in accordance with regulatory requirements and Mortgage Company operating policies, practices and procedures. Works with realtors, Retail Banking Centers and other referral sources as well as...
Receives and reviews Treasury Management customer account data and enters data in to various systems. Verifies data has been entered accurately based on customer and system specifications. Tracks and inputs monthly billing information for...
meets the client's loan needs, SBA, Conventional or Factoring lending products. Ensures compliance with applicable federal, state, and local laws and regulations, SBA agency guidelines and bank credit administration policies and...
Provides quality customer service while opening accounts, processing loans, providing information. Responsible for customer relationship management, development and retention. Primary objective is to develop and support retail business in...
tomer inquiries. He / She is responsible for insuring compliance with all SBA eligibility issues and regulations relating to credit underwriting, as well as insuring compliance with bank policy. Preparation of loan packages including...
authorized limits. Utilizes knowledge of available bank products and services to expand client relationships ... regulations and bank policies and procedures. Adheres to bank's security policies. Maintains confidentiality of bank...
Ensures credit requests are processed in accordance with bank policy. Responds to internal and external customer inquiries. Performs other duties as necessary to support the goals and objectives of the department and business unit.
authorized limits. Utilizes knowledge of available bank products and services to expand client relationships ... regulations and bank policies and procedures. Adheres to bank's security policies. Maintains confidentiality of bank...
Solicits and closes residential home loans in accordance with regulatory requirements and Mortgage Company operating policies, practices and procedures. Works with realtors, Retail Banking Centers and other referral sources as well as...
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