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Company Background:
Our client, a division of
Merrill Lynch Bank and Trust
Co., FSB, represents a
distinctive model in private
banking and wealth management.
With a sharp focus on
extraordinary, personalized
service. They address the needs
of its private banking clientele
with products that are flexibly
delivered in a timely manner.
Services include private
banking, private business
banking, real estate lending,
wealth management, and trust
services delivered through a
team of highly-experienced
financial professionals.
Job Description:
Responsible for ensuring that
all single and multi-family
residential and commercial
lines/ loans are set up and
processed in a timely manner
while meeting all regulatory
compliance and achieving a high
level of customer service.
Responsibilities primarily focus
on processing, underwriting
customer care and relationship
management. Prepare loan files
for funding by reviewing the
analysis for accuracy and by
completing the Request for
Documents form to ensure all
regulatory information and loan
terms are accurately input into
the computer system to meet
compliance.
Duties and Responsibilities:
Communicate with customers,
providing excellent customer
service and ensuring the
customer relationship is
maintained at the highest
possible level.
Review set-up loan files for
completeness and identify any
missing documentation or
potential problems.
Analyze each loan file, ensuring
the LAW form, loan narrative,
appraisal, application,
preliminary title report and
verifications meet secondary
market and company’s loan
program criteria and are
accurately documented.
Prepare pre-qualification and/
or commitment letters for loan
office review.
Cross trains other team members,
when applicable.
Responsibilities include the
following:
1) Adhere to and comply with the
applicable, federal and state
laws, regulations and guidance,
including those related to
Anti-money laundering (i.e. Bank
Secrecy Act, US PATRIOT Act,
etc.)
2) Adhere to Bank policies and
procedures,
3) Complete required training,
4) Identify and reporting
suspicious activity to the AML
Officer, and
5) Know and verifying the
identity of any customer(s) that
enters into a relationship with
the Bank.
Requirements:
Extensive work experience in
residential, commercial and/or
construction loan processing,
and commercial real estate loan
underwriting. Basic computer
skills are required. Additional
work experience with an emphasis
on customer service preferred.
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