Description of Work: Entry-level Sales Assistant Position, which will aid in the expediting of new and maturing loans as well as the ongoing maintenance of existing loans. Emphasis will be placed on maintaining and strengthening existing customer relationships. This will help to bring value to the current process and enable originators to develop more leads for increased production. Major Duties and Responsibilities: Pipeline Management Assistance - Clear to Close (CTC) & Legal Conditions Responsible for daily monitoring of loan file status. Any static files will be identified and brought to the attention of responsible staff in respective areas. Active daily monitoring of loan status. Pull pipeline from Loan Vantage Manage various stages of the loan Review and update comments Running Quality Control, Pipeline, and Lead reports from Loan Vantage to insure completeness. Daily reporting of pipeline management to EVP, RMU/CRE. Daily identification of static files in CTC and Legal bucket. Only for static files that have not moved for more than a week, Loan Officer Assistant will contact Loan Officer to step in and contact the Borrower/Broker Daily communication of file status to responsible staff in the loan originations and administrations. Maturing Loans Update the Maturing Loan Report on a weekly basis with the information provided by the responsible Loan officer. Make routine follow up calls to borrowers after the Loan Officer has established contact to obtain any missing documentation. Reports for Monthly Business Review Maintain weekly monitoring of letters of intent, tracking what offers have been sent out and which have responses. Create other monthly reports as needed. Minimum Qualifications: College degree or equivalent experience. Banking experience a plus. Knowledge, Skills and Abilities: Strong verbal and written communications skills Requires good working knowledge of Windows, Microsoft Word, Excel and Internet based applications Pay Range: $60,000 - $68,000 Hours: 37.50 This is a non-exempt position, eligible for overtime if the hours worked are over 40 hours. The actual compensation will be based on qualifications, experience and other factors permitted by law. EOE, including Disabled and Veterans Flushing Bank
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