Commercial Loan Clerk jobs in Oregon

Commercial Loan Clerk processes loan payments and applies funds to customer accounts. Calculates and processes payoffs, and releases titles and insurance interest. Being a Commercial Loan Clerk calculates and prepares refunds for customers that submit overpayments. Responds to customer inquiries and requests for net payoff quotes. Additionally, Commercial Loan Clerk may require an associate degree or equivalent. Typically reports to a supervisor or manager. The Commercial Loan Clerk works under moderate supervision. Gaining or has attained full proficiency in a specific area of discipline. To be a Commercial Loan Clerk typically requires 1-3 years of related experience. (Copyright 2024 Salary.com)

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Commercial Loan Officer
  • Summit Bank
  • Bend, OR FULL_TIME
  • TITLE: Business Client Advisor

    REPORTS TO: Central Oregon Market President 

    FLSA: Exempt 

    CATEGORY: Full Time 

    SHIFT: Monday – Friday 8:30am – 5:30pm

     

    SUMMARY

    The Business Client Advisor reports to the Central Oregon Leadership and is responsible for relationship management and development, as well as the generation of loan and deposit activity.  Assumes responsibility and is accountable for adherence to Bank policies and procedures, as well as all applicable state and federal laws and regulations pertaining to banking.  

     

    ESSENTIAL DUTIES

    1. Provides exceptional client service to internal and external clients.
    2. Oversees proper underwriting and documentation of loans. Completes and approves credits in conformance with Loan Policy and within authorized limits and with satisfactory turn around times on all credit requests.
    3. Responsible for ongoing monitoring of the credit quality of their loan portfolio. Performs analysis of credit reports, business and personal tax returns, financial statements, cash flows, and pricing analysis.   Independently researches and analyzes borrower company and industry data. As well as deposit production, growth, acquisition, retention and expansion.
    4. Ensures clients are provided with safe and sound, cost effective and beneficial solutions to help them reach their financial objectives.  Offers problem solving and creative solutions to meet the banking needs of our clients, both credit and treasury solutions and services.
    5. Manages relationships with existing clients to ensure satisfaction, retention and expansion.
    6. Develops new lending and deposit relationships to ensure growth of the Bank.
    7. Develops referral sources for additional business.
    8. Proactively notifies clients of upcoming loan maturities, renewals, covenants due, rate adjustments and other loan events, ensuring receipt of all necessary documentation to complete renewals in a timely manner.
    9. Achieves Loan and Deposit growth goals.
    10. Contributes to the financial success of the team and the bank.

     

    SECONDARY DUTIES

    1. Participates in Board Loan Committee meetings where appropriate.
    2. Provides direct and indirect client service by giving advice and answers for a variety of basic to complex questions to clients and to colleagues. Refers inquiries to the appropriate department or person, exhibiting the necessary follow through with clients and/or colleagues involved.
    3. Ensures all related file systems are maintained so that necessary documents can be found easily, and documentation is consistent and complete. Maintaining accurate records of loan and deposit prospects and clients in the Bank customer relationship management software (‘CRM’).
    4. Assumes responsibility for various department functions in the absence of colleagues or in overload situations.
    5. Exhibits sales, service and community leadership.

     

    GENERAL

    1. Provides excellent professional client service to all internal and external clients by treating people with respect; keeping commitments; inspiring the trust of others; working ethically and with integrity; upholding organizational values; and, accepting responsibility for own actions.
    2. Follows policies and procedures; completes administrative tasks correctly and on time; contributes to the overall profitability of the Bank through cost controls and expense monitoring.
    3. Applies good judgment in decision making and sees beyond immediate assignments and acts on opportunities and problem areas.
    4. Performs position safely and reports potentially unsafe conditions.   
    5. Works according to established schedules, arriving on time and with a positive attitude.
    6. Completes assigned Compliance Training.
    7. Any other duties as defined by management.

     

    QUALIFICATIONS AND DEMONSTRATED ABILITIES

    These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position.   The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner.  Individual abilities may result in some deviation from these guidelines.

     

    1. Bachelor degree in finance, accounting, business administration or related field; or equivalent combination of education and experience.   Work related experience should consist of at least three (3) year’s experience in a commercial lending capacity.   Educational experience, through in-house training sessions, formal school or related curriculum, should be applicable to finance, accounting or business.
    2. Exceptional verbal, written and interpersonal communication skills with the ability to apply common sense to carry out instructions, write reports, correspondence and procedures, speak clearly to clients, colleagues, directors, and shareholders.
    3. Ability to read, analyze and interpret business periodicals, professional journals and technical procedures.
    4. Intermediate computer operation skills; email, keyboarding, spreadsheet and specialty software programs to meet production needs of the position.
    5. Ability to deal with complex problems involving multiple facets and variables in non-standardized situations.
    6. Excellent organizational and time management skills.
    7. Ability to work with no supervision while performing duties and to handle confidential information with discretion.

     

    PHYSICAL REQUIREMENTS

    1. Ability to sit and/or stand for extended periods of time. 
    2. Occasional walking to assist or meet with clients and staff at various locations within the Bank.
    3. Continuous clarity of vision at 20 inches or less for normal processing of work.
    4. Repetitive use of hands such as grasping, twisting/turning of wrists, and finger dexterity necessary to perform various clerical duties such as typing, writing, and maintaining files.
    5. Occasional use of arms such as pushing/pulling to open and close drawers and cabinets.
    6. Occasional bending and/or reaching for supplies, etc. on both low and high shelves.
  • 15 Days Ago

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Commercial Loan Coordinator II | HYBRID
  • First Technology Federal Credit Union
  • Hillsboro, OR FULL_TIME
  • The Commercial Loan Coordinator II manages workflow to ensure the accurate and timely delivery of loan documents in alignment with Service Level Agreements (SLAs). Here's what you can expect from the ...
  • 2 Months Ago

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Commercial Loan Coordinator II | HYBRID
  • First Tech Federal Credit Union
  • Hillsboro, OR FULL_TIME
  • Description The Commercial Loan Coordinator II manages workflow to ensure the accurate and timely delivery of loan documents in alignment with Service Level Agreements (SLAs).Here's what you can expec...
  • 25 Days Ago

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Financial Director/Commercial Loan Specialist
  • Bonaventure Senior Living
  • Oregon, OR FULL_TIME
  • Bonaventure is seeking an in-house Financial Director/Commercial Loan Specialist in Salem, Oregon. The Financial Director/Commercial Loan Specialist will be responsible for originating, underwriting, ...
  • 13 Days Ago

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Commercial Cleaner
  • ServiceMaster Commercial Cleaning by Byler
  • Sisters, OR PART_TIME
  • Company and Culture For more than 60 years, ServiceMaster Clean has taken great pride in exceeding the expectations of our customers. Behind our commitment to excellence are five key attributes that d...
  • 1 Month Ago

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Commercial service technician
  • Commercial Tire Inc
  • Portland, OR FULL_TIME
  • Commercial Tire is looking for Commercial Service Technician in our Portland, OR location. Our application process is two parts. Please start here and complete the questionnaire. When complete, return...
  • 24 Days Ago

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Administrative Assistant (Commercial Insurance Department)
  • Ultimate Staffing Services
  • Minneapolis, MN
  • We are looking for a detail-oriented, organized, and deadline-focused individual to join our team! This role involves ob...
  • 3/28/2024 12:00:00 AM

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Commercial Real Estate Broker
  • Hughes Marino
  • About Us: Hughes Marino is a global corporate real estate advisory firm that has represented companies on tens of thousa...
  • 3/28/2024 12:00:00 AM

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Procurement Specialist
  • Jefferies
  • New York, NY
  • Jefferies Group LLC, the largest independent, global, full-service investment banking firm headquartered in the U.S. foc...
  • 3/28/2024 12:00:00 AM

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Commercial Administrative Assistant
  • SNB
  • Sioux City, IA
  • Are you looking for a position with a company where you can make a difference? At Security National Bank, if there is on...
  • 3/27/2024 12:00:00 AM

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Commercial Administrative Specialist
  • Snider Fleet Solutions
  • Arlington, TX
  • People who want to do a great job want to work for a company that values that dedication. We do. Snider Fleet Solutions ...
  • 3/27/2024 12:00:00 AM

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Commercial Administrative Assistant
  • Grubb Properties
  • Reston, VA
  • About Us: At Grubb Properties, we are a dynamic and thriving commercial real estate firm seeking a skilled Administrativ...
  • 3/26/2024 12:00:00 AM

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Estimating Intern
  • Marand Builders Inc
  • Pompano Beach, FL
  • In-Person Internship - Must be located in or around Pompano Beach, FL Paid Internship / College Credit, if needed We are...
  • 3/25/2024 12:00:00 AM

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Commercial Operations Assistant (Bilingual Korean)
  • Equiliem
  • Parsippany-Troy Hills, NJ
  • Job Description: Job Title: Commercial Operations Assistant Reports to: Director of Strategic Initiatives Summary: Play ...
  • 3/24/2024 12:00:00 AM

Oregon (/ˈɒrɪɡən/ (listen) ORR-ih-gən) is a state in the Pacific Northwest region on the West Coast of the United States. The Columbia River delineates much of Oregon's northern boundary with Washington, while the Snake River delineates much of its eastern boundary with Idaho. The parallel 42° north delineates the southern boundary with California and Nevada. Oregon is one of only four states of the continental United States to have a coastline on the Pacific Ocean. Oregon was inhabited by many indigenous tribes before Western traders, explorers, and settlers arrived. An autonomous government ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Commercial Loan Clerk jobs
$40,849 to $52,645