Job purpose
The CLA will work closely with our clients to assist with submitting, processing, and funding commercial loans. The CLA, depending on the client’s engagement, may be actively involved with all aspects of servicing and processing, from loan origination through loan payoff. The CLA may assist multiple institutions. Based on lending volume, there may be multiple CLAs assigned to a single institution. The CLA will also engage and manage third-party activities upon the request of the credit union for a specific loan. Processing and preparation of loan documents; ordering third party work (Title engagements, Environmental, Flood, UCC Searches).
Duties and responsibilities
- Monitor incoming loan requests.
- Assist Clients in BLAST usage.
- Review loan structure and documentation provided by lenders in conjunction with loan applications.
- Retrieve Secretary of State evidence of Good Standing when necessary.
- Initial/Pre and Post Close UCC searches.
- Release of loan documentation to document management system.
- System navigation and data-entry of non-analytical information.
- Update loan ticklers as needed.
- Clear loan exceptions as needed.
- Create sales orders as needed.
- Engagement of applicable third parties, including Title Work, Flood Determination, Environmental Database Report (Loan Check Plus, Phase I, Phase II), Uniform Commercial Code (Pre-UCC Search, Post UCC Search, UCC Filing), Zoning and Survey.
- Additional duties as requested.
Qualifications
- High school diploma or equivalent required.
- 3- years of loan documentation experience or similar experience, with a minimum of 2 years in a loan environment.
- Must exhibit strong analytical skills, recognizing the importance of attention to details.
- Must have the ability to multitask to meet deadlines and deal tactfully with clients.
- Use of Laser Pro or other similar documentation software.
- Personal attributes should include excellent organizational and communication skills, time management and follow through skills.
- Computer aptitude with MS Office programs including, Word, Excel, Access, Adobe, and PowerPoint.
- Exhibit the interpersonal skills necessary to interact with CUSO employees, management, and customers.
- Ability to learn various software programs quickly and effectively utilize the programs for job efficiency.
Working conditions
Normal business office environment. Ability to sit in artificial light for extended periods of time.
Physical requirements
- Operation of a Personal Computer and viewing information on a monitor.
- Must be able to sit for many hours each day.
- Must be able to communicate via telephone and possess dexterity to include document filing, reaching, and bending.
- May be required to stand for extended periods of time.
- Ability to lift or carry up to twenty pounds.
- Ability to speak English, express ideas and have difficult conversations in person and over the phone.
- Ability to listen and comprehend speech.
- Ability to problem solve, make decisions, interpret data and information, read, write, and organize information in an orderly manner.
