Senior Lending Assistant
The Senior Lending Assistant acts as point of contact for customers, relationship managers, portfolio managers, and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues. Provide customers with information for routine to highly complex inquiries.
Position Competencies
Successful incumbents possess customer service skills, ability to communicate by phone and via e-mail and other written correspondence, and problem-solving skills.
Position Responsibilities:
- Assist in servicing financial and banking needs of lending and deposit customers.
- Contacts or prepares correspondence to relationship and portfolio managers and customers, as appropriate.
- Assists officers and customers in preparing various forms, applications, presentations, etc.
- Facilitates opening, closing and modifying of accounts, including DDAs at the Banking Centers.
- Provides customers with support for interest rate elections and investment option information when requested. Includes accessing and maintaining daily listings of available options, rates, etc.
- Facilitating the request when received, acting in accordance with established policies, procedures and authorizations and verifying that the request was correctly completed.
- Researches and coordinates the resolution of complex issues related to overdrafts, returned items, lockbox, stop payments and late deposits.
- Assist with loan maintenance, monitoring and reporting.
- Monitors delinquencies and exceptions.
- Monitors and coordinates with Relationship Managers and Portfolio Managers as applicable to ensure various reports are received, reviewed and processed.
- Assists in Portfolio Reporting activities by entering and/or retrieving information from various data collection sites.
- Assist with administrative and/or compliance reporting such as FDICIA, Leveraged Lending report, etc.
- Provides administrative support to the RMs and PMs.
- Conducts customer research for officer calls, preparing/maintaining/distributing portfolio lists, reports, mailing lists, presentation materials, scheduling appointments and making travel arrangements.
- Performs additional duties such as mail, ordering supplies, correspondence, special projects and other miscellaneous tasks.
- Provides training to lower level Lending Assistants in procedures and processes.
- Act as focal point between customers, relationship managers, portfolio managers and loan closers as appropriate to facilitate loan servicing and coordinate resolution of issues.
- Provide customers with information for routine to highly complex inquiries.
- Provides administrative support to the Relationship Managers and Portfolio Managers.
- Assist in servicing financial and banking needs of lending and deposit customers.
- Assist with loan maintenance and monitoring.
- Assist in Portfolio Reporting activities by entering and retrieving information from various data collection sites.
Position Qualifications:
- High school diploma or the equivalent (GED)
- 4 years of experience in a financial services customer service environment that includes working with loan products
- 2 years of experience utilizing Microsoft Office Products including Word, Excel and Power Point
Work Best Category: Category B - 3-4 days in office on designated days/1-2 days remote
Hours: 8:00am - 5:00pm Monday - Friday
Salary: To Be Determined Based on Individual Experience
About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
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