PCSB Bank
Lending Assistant - Yorktown Heights, NY
PCSB Bank, Yorktown Heights, New York, United States
PCSB Bank is committed to our customers, colleagues and communities that we serve. PCSB staff members are required to demonstrate excellence in customer service and maintain a working knowledge of the Bank's products and services. Our staff strives to provide excellent customer service and act in the capacity of a financial service professional by engaging in needs-based relationship building conversations. This includes an ethical approach to uncovering customer needs and recommending appropriate products, services, and solutions to meet the customers long and short-term financial goals.
What is PCSB Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. PCSB Bank provides a great working environment that offers opportunities for advancement.
We are currently seeking a
Lending Assistant
to join the team in our Yorktown Heights location. The Lending Assistant will perform typical administrative duties for PCSB Bank's Commercial Bankers. This work will include a high level of customer service for lending customers as well as coordination between departments within the bank and attorneys on behalf of the bank. If you have experience in commercial lending and excellent communication skills then please apply today!
Principal Duties and Responsibilities
Coordinate loan closings and prepare closing documents for new loans and modified transactions. Prepare loan setup forms working closely with loan servicing. Prepare and have a working knowledge of legal documents and amendments for documented loans. Maintain in-process and existing credit files, in conjunction with credit analyst, portfolio managers and lenders. Prepare loan advances for existing loans. Perform research for lenders using the bank's database and loan files, as well as updating various reports. Prepare commitment letters, term sheets and other correspondence as necessary. Review loans for conformity with compliance policy and procedures. Order credit reports, flood certificates, and perform OFAC checks. Perform certain office manager related duties including ordering supplies and scheduling and maintaining the conference room. May require compiling loan presentations for Management and Executive Credit Committees. Providing administrative support to lending staff.
Job Specifications • A minimum of three (3) years of experience in Commercial Lending, Loan/Deposit Operations. • Excellent written and telephone communication skills. • Outstanding organizational skills. • Computer proficiency including Word, Excel and Access.
What is PCSB Bank's most valuable asset? Our employees! That's why we offer competitive pay and excellent benefits which includes a matching 401k. We pride ourselves on hiring candidates that embrace our Core Four Values: Adaptability, Accountability, Leadership, and Teamwork. PCSB Bank provides a great working environment that offers opportunities for advancement.
We are currently seeking a
Lending Assistant
to join the team in our Yorktown Heights location. The Lending Assistant will perform typical administrative duties for PCSB Bank's Commercial Bankers. This work will include a high level of customer service for lending customers as well as coordination between departments within the bank and attorneys on behalf of the bank. If you have experience in commercial lending and excellent communication skills then please apply today!
Principal Duties and Responsibilities
Coordinate loan closings and prepare closing documents for new loans and modified transactions. Prepare loan setup forms working closely with loan servicing. Prepare and have a working knowledge of legal documents and amendments for documented loans. Maintain in-process and existing credit files, in conjunction with credit analyst, portfolio managers and lenders. Prepare loan advances for existing loans. Perform research for lenders using the bank's database and loan files, as well as updating various reports. Prepare commitment letters, term sheets and other correspondence as necessary. Review loans for conformity with compliance policy and procedures. Order credit reports, flood certificates, and perform OFAC checks. Perform certain office manager related duties including ordering supplies and scheduling and maintaining the conference room. May require compiling loan presentations for Management and Executive Credit Committees. Providing administrative support to lending staff.
Job Specifications • A minimum of three (3) years of experience in Commercial Lending, Loan/Deposit Operations. • Excellent written and telephone communication skills. • Outstanding organizational skills. • Computer proficiency including Word, Excel and Access.