Responsible for performing a variety of post-closing duties on commercial credit facilities in accordance with Univest lending policies and guidelines, which include but not limited to: Analyze loan documents to determine the required documents to support the request have been properly executed and returned.
Enter documents and financial requirements/covenants into tracking system in accordance with the approved terms and conditions of the loan request.
Assist in entering information to post-close log.
Identify CRA/HMDA reporting and enter into system in accordance with regulatory guidelines. Responsible for compliance with laws and regulations that apply to this position, including the Uniform Commercial Code of Business
Scan executed loan documents to imaging system (Synergy) and import any supporting documents from commercial files.
Perform additional duties as assigned
High School Diploma or GED Equivalent; knowledge of commercial loan documentation, real estate lending concepts, terminology, and Univest lending policy guidelines beneficial.
Ability to Identify Commercial and Real Estate loan documents and make solid independent decisions consistent with Univest’s loan policies and guidelines accurately and without compromise.
Ability to work independently, prioritize and multi-task under time constraints with minimal supervision. Strong communication skills, organizational skills, and problem solving skills with ability to think “outside the box” when unusual situations are presented
Advanced PC and word processing skills required to utilize varying proprietary Windows based software applications