Opportunity Description
Description
Summary:
Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained.
Duties and Responsibilities:
+ Supports Regional Banking production by managing post loan booking customer draw requests within a timely manner and may manage the pre closing collection of necessary documents.
+ Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds.
+ Adheres to policy and procedures regarding Customer callback and authentication.
+ Requests could include draw requests with more complexity and may include limited real estate or leasehold projects. Construction requests may be moderately complex (i.e. - larger leasehold projects as well as less complex ground up construction).
...
Summary:
Responsible for managing incoming Draw and Advance Requests from Regional Banking Customers. This role ensures customers are within their project budget and all applicable documentation is collected and retained.
Duties and Responsibilities:
+ Supports Regional Banking production by managing post loan booking customer draw requests within a timely manner and may manage the pre closing collection of necessary documents.
+ Appropriately reviews and organizes pertinent documentation and information for the advance request to ensure within budget and availability of funds.
+ Adheres to policy and procedures regarding Customer callback and authentication.
+ Requests could include draw requests with more complexity and may include limited real estate or leasehold projects. Construction requests may be moderately complex (i.e. - larger leasehold projects as well as less complex ground up construction).
...
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