Trust Clerk jobs in Fullerton, CA
Trust Clerk creates and maintains trust account records, notices and reports. Prepares expense checks and may administer charge fees according to the requests of account administrator. Being a Trust Clerk may require an associate degree. Typically reports to a supervisor. The Trust Clerk may require 0-1 year of general work experience. Possesses a moderate understanding of general aspects of the job. Works under the close direction of senior personnel in the functional area. (Copyright 2024 Salary.com)
Recently Added Trust Clerk jobs
VP, Loan Portfolio Manager
- Enterprise Bank & Trust
-
Anaheim, CA
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive. With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we’re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities. Together, there’s no stopping you! Job Title: VP, Loan Portfolio Manager Job Description: Summary Responsible for proactive management of a commercial loan portfolio and related commercial deposit accounts along with delivering superior client services to retain and grow the portfolio. This role will assist the RM/BDO in initial underwriting for new pre-screen memos, coordinate loan renewals, recommend structure, create new Salesforce Opportunities, coordinate closings in addition to identifying cross-selling and referring opportunities to other Bank solution partners. Ongoing credit monitoring and risk rating management will be essential to mitigate risk consistent with the Lending Policy. Essential Duties and Responsibilities: Assist clients and RMs as the primary client contact on daily account activity by solving complex customer questions and, as necessary, assisting with daily transactions in a timely manner. Maintain and help solidify existing relationships with proactive calling activity and identifying bank products to deepen the client relationship while providing superior client service. Support the Bank’s RM/BDOs in cross-selling deposit, treasury management, private banking, card services, wealth and other bank services as an additional point of contact. Coordinate the loan renewal process by working with the RM/BDOs, Underwriters and others within the Credit Administration team. Assist the RM team with timely and accurate completion of new commercial credit pre-screen presentations, including analysis of appropriate data per credit policy, bank procedures, and regulatory requirements. Create Salesforce Opportunities consistent with approved and executed LOIs in order to route to Loan Coordinators and independent Credit Underwriters for timely loan decisions among credit approvers. Oversee loan documentation process to ensure the team’s loan documents are consistent with credit approvals and are accurately prepared, including appropriate signatures, disclosures and credit authority. Monitor compliance with loan agreements by working with the RMs and Clients to ensure timely receipt and review of financials for covenant compliance and other loan agreement conditions. Work closely with Credit Administration to report on loan activities related to past dues, documentation, collateral exceptions and financial performance updates for all clients. Along with the Relationship Manager/BDO, reinforce the application of a proactive outreach and marketing strategy with centers of influence and other industry leaders. Represent the bank at various professional, civic and community activities or events when necessary. Utilize Salesforce to log and maintain all calling activity on a weekly basis while keeping client data up to date within the system. Perform other duties as required. Qualifications: Superb people skills to work within a team environment and successfully develop and retain client relationships. Proven ability to identify other client service needs including loans, deposits and treasury management services. Self-motivated to work independently and take ownership. Effective time management and organizational skills in order to prioritize multiple tasks within a day. Must have demonstrated skills in commercial credit underwriting and portfolio management for small-to-mid-sized companies. Superior analytical and decision making skills based on a thoughtful assessment of risk. This position requires the use of sound business discretion, good judgment, and excellent problem solving skills. Strong working knowledge of regulations, compliance standards, market trends and products relating to the banking industry. Supervisory Responsibilities: None Education and/or Experience: Bachelor’s degree (B.S.) from four-year college or university Five to ten years related experience and training in Commercial and/or Business Banking Computer and Software Skills: Microsoft Office Salesforce Bankway core operating system Google Mail Certificates, Licenses and Registrations: None COMPENSATION: Salary Range: $124,586 - $186,879. Amount is based on relevant experience, skills, and competencies. Equal Opportunity Statement: Enterprise Bank & Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank & Trust please contact Human Resources at hr@enterprisebank.com. Enterprise Bank & Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please download the Equal Employment Opportunity is the Law poster HERE. Enterprise Bank & Trust was founded on the idea of serving the lifetime financial needs of privately-held businesses, their owner families and other success-minded individuals. That concept has remained as our unwavering and guiding vision. We understand that every business is unique, so we tailor our comprehensive array of banking, trust and financial advisory services to fit the needs of our clients, no matter the size. Although we are equipped with the insights and capabilities of the largest financial companies, we provide our clients with the personal relationship afforded at a small community bank. By remaining steadfast in our mission, we now have over $12.9 billion in assets. Headquartered in Clayton, MO, Enterprise Bank & Trust operates branch offices in Arizona, Kansas, Missouri, California, New Mexico and Nevada. Enterprise offers a range of business and personal banking services, and wealth management services including financial planning, estate planning, investment management and trust services to businesses, individuals, institutions, retirement plans, and non-profit organizations. Our parent company, Enterprise Financial Services Corp is publicly traded (Nasdaq: EFSC.)
- Just Posted
Teller II
- Enterprise Bank & Trust
-
Cerritos, CA
FULL_TIME
- Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to ...
- 12 Days Ago
Trust & Estates Attorney-Full Time-Salary to $190k/yr!
- Prominent Career Solutions, LLC
-
Anaheim, CA
FULL_TIME
- Job Description Our esteemed law firm client is in search of a Trust & Estates Attorney with approximately 4 years of experience in this field to join their new office, which boasts an exceptional vie...
- 9 Days Ago
Clerk
- LHH
-
Cerritos, CA
FULL_TIME
- Calendar Clerk Location : Cerritos, CA Pay Range : $28 to $36 per hour Position Type : Full-Time, Direct Hire, Onsite LHH is partnering with a national law firm in seeking a detail-oriented Calendar C...
- Just Posted
Transportation Clerk
- Freeman Company
-
Anaheim, CA
FULL_TIME
- About Us Freeman is the global leader in events. Whether virtual, in-person, or hybrid, we are on a mission to redefine live for a new era. With a data-driven approach and the world's largest network ...
- 15 Days Ago
Produce Clerk
- El Super
-
Anaheim, CA
FULL_TIME
- Under direct supervision of Produce Manager, the Produce Clerk provides customer service. Assists customers, cleans, fills and rotates the perishable (produce) displays. Must be able to lift 50 lbs, b...
- 15 Days Ago
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0 Trust Clerk jobs found in Fullerton, CA area
Administrative Support
- Newmark
-
Santa Monica, CA
- Newmark Group, Inc. (Nasdaq: NMRK), together with its subsidiaries (“Newmark”), is a world leader in commercial real est...
- 4/24/2024 12:00:00 AM
Office Clerk
- Kinetic Personnel Group
-
Cerritos, CA
- Job Description Job Description Office equipment distributor in Cerritos, CA is currently hiring for an Office Clerk to ...
- 4/23/2024 12:00:00 AM
Administrative Support Specialist
- ABC Legal Services, LLC
-
Los Angeles, CA
- ** Administrative Support Specialist at ABC Legal** If interested in this job, please submit an application **Administra...
- 4/23/2024 12:00:00 AM
Office Clerk
- Radex Mobile Network
-
Santa Ana, CA
- Job Description Job Description Answer calls Data Entry Typing Faxing Scanning Printing Customer Service skill Strong De...
- 4/22/2024 12:00:00 AM
Office Clerk
- Old Dominion Freight Line, Inc.
-
Orange, CA
- Are you someone who never rests on their laurels, always strives to go above and beyond, and is committed to keeping you...
- 4/21/2024 12:00:00 AM
Office Clerk
- Red Beacon Fire And Electric
-
Orange, CA
- Job Description Job Description Benefits/Perks Competitive Compensation Great Work Environment Career Advancement Opport...
- 4/21/2024 12:00:00 AM
Office Clerk
- Red Beacon Fire And Electric
-
Orange, CA
- Job Description Job Description Benefits: Free uniforms Health insurance Opportunity for advancement Paid time off Benef...
- 4/21/2024 12:00:00 AM
Administrative Support Assistant
- APR Consulting
-
Baldwin Park, CA
- An energy and utilities client is looking for an Administrative Support Assistant who will handle a high volume of compl...
- 4/20/2024 12:00:00 AM
About Fullerton, California
Fullerton (/ˈfʊlərtən/) is a city located in northern Orange County, California, United States. As of the 2010 census, the city had a total population of 135,161.
Fullerton was founded in 1887. It secured the land on behalf of the Atchison, Topeka and Santa Fe Railway. Historically it was a center of agriculture, notably groves of Valencia oranges and other citrus crops; petroleum extraction; transportation; and manufacturing. It is home to numerous higher educational institutions, particularly California State University, Fullerton and Fullerton College. From the mid-1940s through the late 19...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Clerk jobs
$39,995 to $47,745
Fullerton, California area prices
were up 3.2% from a year ago
were up 3.2% from a year ago
What does a Trust Clerk do?
Trust Clerk in Lebanon, PA
If the minor would like to request their trust fund by mail, the minor has to complete the acknowledgment form in front of a notary and mail this document along with the original birth certificate, a copy of their current state ID or current school ID and copy of their Social Security card.
December 19, 2019
Trust Clerk in San Diego, CA
Is being a "TRUST-VAULT CLERK" your very best career choice.
December 11, 2019
Trust Clerk in Wilmington, NC
Based on our compensation data, the estimated salary potential for Trust Clerk will increase 16 % over 5 years.
February 22, 2020