The Corporate Banking Service Associate is responsible for assisting the Relationship Manager in the implementation of loan transactions and customer servicing functions.
Core Responsibilities: Requests checking with other departments (e.g.
appraisal, title verification, trade checking, business checking, etc.) and collates the results for evaluation of the RM/AOPrepares the documents needed to implement credit facilities Monitors submission of document and insurance deficiencies by client to ensure completeness of requirements; also maintains orderly files of documents for each account to facilitate monitoring Prepares special requests of clients such as Statement of Account, amortization schedules, interest payments, etc.
Prepares various requests to all units such as but not limited to partial release of collaterals, collateral substitution, application/re-application of payments, instruction sheets, implementing memos, etc.
