Bank of the West Commercial Loan Customer Specialist in City of Industry, California
Commercial Loan Customer Specialist
At Bank of the West, our people are having a positive impact on the world. We’re investing where we feel we can make the most impact, like advancing diversity and women entrepreneurship programs, financing for more small businesses, and promoting programs for sustainable energy. From our locations across the U.S., Bank of the West is taking action to help protect the planet, improve people’s lives, and strengthen communities. We are part of BNP Paribas, a global leader supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but as the bank for a changing world, we are continually seeking to improve the ways we help our customers, while contributing to more sustainable and equitable growth.
Job Description Summary
Responsible for executing commercial loan processes that require customer interaction. Assists with various transactions on behalf of the customer. Coordinates resolution with all business partners.
Essential Job Functions
Receives, responds to and resolves escalated inquiries and issues from clients regarding commercial loans.
Executes a wide variety of transactions in bank systems including, but not limited to posting payments received via mail, changing or adding customer addresses, SBA loan sales, small business credit card setup & maintenance, and calculating loan payoff amounts (including loan prepayment fees.)
Effectively communicates in writing and via telephone with clients and internal bank personnel regarding transactions processed or inquiries received
Approves outgoing payments such as cashier’s checks and wire transfers within approved limits.
Identifies operational improvements
Maintains thorough knowledge of unit policies, procedures, standards and workflow
Serves as process expert for projects and initiatives with external vendors and clients as well as internal business partnersServes as process expert for projects and initiatives with external vendors and clients as well as internal business partnersServes as process expert for projects and initiatives with external vendors and clients as well as internal business partners
Other Job Duties
- Performs other duties as assigned
Experience with commercial lending systems and standard productivity applications including Word, Excel, Access and Outlook
7 years minimum prior relevant experience
- High School Diploma or GED Required
- S4 - 7 yrs
Requires practical knowledge in commercial lending operations
Knowledge and skills within a specific technical or professional discipline
Strong communications , interpersonal, and organizational skills
Experience in banking and/or finance industry
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Job: Bank Services
Location: United States-California-City of Industry
Requisition ID: 044678