Banking Jobs in San Jose, CA

Job Type

Full-time

Description

JOB SUMMARY :

Working directly with Relationship Manager(s), independently provides overall administrative oversight of loan and deposit portfolio, inclusive of file management documentation and monitoring of maturities for the timely submission of financials. Coordinates deposit and / or loan documentation necessary for establishing new account relationships, as well as renewals and amendments for existing clients. Maintains credit files, including monitoring for, and requesting the submission of, required financial information. Mails loan and deposits paperwork, distributes documents to appropriate locations, and coordinates closings with necessary personnel. Types and handles miscellaneous paperwork. Answers and directs telephone calls. Communicates and coordinates as necessary with Relationship Credit Managers (RCM's) and provides consistent client service, with the ability to regularly identify and move forward with next steps in problem resolution.

ESSENTIAL DUTIES AND RESPONSIBILITIES :

Assumes responsibility for providing effective administrative support for all phases of loan and deposit account generation and maintenance :

• Coordinates the preparation of deposit, loan and cash management documentation;
• Provides consistent client service, facilitating and directing various client requests, including but not limited to account inquiries, account transactions and wires;
• Mails loan, deposit and cash management paperwork. Distributes subject paperwork to appropriate personnel;
• Coordinates loan closings with appropriate personnel, understanding and verifying approval status prior to the release of documents;
• Disburses documents to Loan Officers for follow-up;
• Receives and screens telephone calls. Answers routine questions or directs them to appropriate personnel;
• Maintains client files. Regularly updates covenant tracking system, and requests and follows for required client financial information, as well as for collateral, insurance and verification documentation as needed. Monitors files to assure completeness, including appropriate approvals, as required;
• Strong skills utilizing the Bank's file maintenance system, providing regular status updates to related parties / Relationship Managers, as well as recognizing and articulating areas of concern;

Assumes responsibility for establishing and maintaining effective and professional business relationships with clients and external contacts :

Assumes responsibility for establishing and maintaining effective coordination and communication with area personnel and management :

Assumes responsibility for related duties as required or assigned :

Assists with various Cash Management responsibilities as needed :

Requirements

Education / Licenses / Work Experience :

Work Environment

Physical Demands

The work environment characteristics and physical requirements described here are representative of those which an employee in this position encounters while performing the essential functions of this position. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions.

Equal Opportunity Employer Minorities / Women / Protected Veterans / Disabled

Pay Range : $73,000.00 to $91,500.00 annually. Pay range may vary based on skills, experience, and location.