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Commercial Real Estate Loan Processor (Origination)

Company: UnionBank
Location: Brea
Posted on: July 12, 2021

Job Description:

 

Are you passionate about creating an exceptional client experience?

Discover your opportunity with Union Bank®, a division of the Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world. At Union Bank, we have our clients’ best interest in mind and draw on more than 160 years of experience to understand their distinct needs to tailor our solutions. We’re part of 180,000 colleagues around the globe striving to be the world’s most trusted financial group, knowing that trust starts with a culture of putting people first and empowering you to achieve your potential. Join Union Bank, where being inspired is expected and creating results is rewarded.

 

Job Summary:

The Loan Support Specialist III completes a variety of work tasks to support commercial real estate loan originations (pre- closing) or portfolio management (post-closing), adhering to bank and regulatory requirements. This position will be responsible for working directly with bank clients and ensuring an excellent customer experience. The incumbent will be highly proactive in managing a large and moderately complex pipeline, ensuring loans are processed and prepared for funding in a timely manner, as well as assist in origination, post-boarding functions, and ad-hoc projects as needed.

Management or Supervision: NO

Major Responsibilities:

  • Apply subject matter expertise for accurate completion of tasks which may include the following:
    • Process Commercial loans with a focus on compliance, prepare documentation as needed to facilitate timely file submission including preparation of a “Needs List” based on borrowing structure, opening title/escrow, ordering third party reports based on loan parameters, analysis of financially complex loans as it relates to federal tax returns, and verification of accuracy and completeness of all documentation.
    • Review post-closing conditions, reported deferred maintenance and/or insurance claims, apply expert judgement and provide guidance when assigning to other staff, contact customers and/or Relationship Managers to collect evidence meeting Bank requirements (may include written field inspections of properties), and ensure timely completion of tasks.
    • Monitor end-to-end loan review process for adherence to Bank policy guidelines including timely collection of financial documents, preparation of electronic files, quality control audits, submission for credit approval and other loan review support functions.
    • Manage commercial real estate loan files within electronic repositories. Adhere to Bank guidance to ensure data integrity and mitigate any potential risks.
    • Mentor and provide guidance to other staff through both informal/one-on-one and formal/group settings.
  • Conduct client-centric customer interaction, associated with both new and existing relationship/loans, including collection of financial documents, resolution of delinquencies or other activities related to property operations, and development of ongoing business relationships.
  • Independently manage assigned pipeline with transparent communication throughout the loan cycle including daily monitoring, status updates to Relationship Manager and driving results based on key metrics to meet stringent turn-times and production targets.
  • Prepare written reports and other forms of documentation both in detailed loan level format and pipeline/portfolio summaries.
  • Provide additional administrative and/or project support for originations and/or portfolio management processes within assigned Business Unit.
 
 

Qualifications:

Education, Licensure, Year of Experience (and type of work experience):

  • Bachelor’s degree or equivalent work experience
  • 3+ years relevant experience in a support role within a commercial mortgage origination or portfolio management group, or equivalent role

Knowledge, Skills, Abilities:

  • To perform this job, the employee must possess applicable technology skills and demonstrated expertise with Microsoft Office (Outlook, Word, Access, and Excel).
  • Service-driven and detail oriented.
  • Exemplary critical thinking, problem solving and decision-making skills.
  • Highly organized with the ability to handle multiple tasks and prioritize work in a fast-paced team environment, meeting aggressive deadlines and production goals.
  • Excellent written and verbal communication skills.
  • Ability to remain agile in an ever-changing environment.

 

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.

We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.

A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.

 

Keywords: UnionBank, Fullerton , Commercial Real Estate Loan Processor (Origination), Other , Brea, California

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