Job details

Lending Assistant

Lending Assistant
The Lending Assistant will support the Private Banking Entertainment Group's customer service need, work on projects, and process the wires, advances, payments, and other operational requests.

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:

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 managers.
Assist in servicing financial and banking needs of lending and deposit customers.
Assist with loan maintenance and monitoring.
Assist in reporting activities by entering and retrieving information from various data collection sites.

Position Qualifications

High school diploma or the equivalent (GED)
2 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

Palo Alto
8:00am - 5:00pm Monday - Friday