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
Ideal candidate will have a sound understanding of lien releases, payoff demands, delinquent tax processes and upload of loan file documents. Releases collateral for loans paid within the required timeframes. Assist with Division audits and exams. Answers the customer service telephone line utilizing a helpful, knowledgeable and professional manner related to our borrower's SBA 7a and 504 loans. Prepares monthly GL Certifications. Communicates with vendors, Credit and Special Asset Officers regarding lien releases, collateral insurance issues, tracking delinquent tax service. Complete knowledge of banks systems, AFS loan accounting, GL accounting systems, Evision Check system, ISview, JERNL, ReconArt. Communicates corrections as necessary to Commercial Loan Servicing (CLS) by cleaRs. Position requires to be in Sacramento office weekly to complete mailings, prep and scan of loan files, generating pickup and retrieving of loan files from the Banks storage facilities.
Essential Job Functions
- Responds to various complex operational issues for internal and/or external customers.
- Identifies operational improvements.
- Reviews and analyzes daily reports and makes recommendations as necessary.
- Resolves escalated issues from internal and external customers.
- Maintains thorough knowledge of unit policies, procedures, standards and workflow.
Other Job Duties
- May act as a lead or coach to less experienced staff.
- Performs other duties as assigned.
Requires practical knowledge of job area typically obtained through advanced education combined with experience.
Requires 3 years minimum prior relevant experience.
Prior experience in the Financial Services industry, preferably Banking or Investment Management preferred.
Complete knowledge of the products, policies and processes related to unit assigned.
Demonstrated ability to use Microsoft Office Suite products (Word, Excel, Powerpoint) for completing daily work; Strong knowledge of Appian / TouchPoint / Host and other computer systems preferred.
Good communication skills both oral and written; Able to work in fast paced environment while meeting tight deadlines for completion of work; Good customer service skills required; Ability to work well with all people across all levels within and outside the organization.
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.