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Categories Multi Family Commercial RE Lending
36,000 – 43,000


Responsible for completion of an analysis on the property rent roll and the property financials to determine what type of deposit account is required to be opened by the Bank.  Reviewing the commitment letter prior to mailing to ensure that the proper accounts are required to be opened and that the correct package of information is mailed to the borrower/customer with the commitment letter.  Review and analysis of all closing documents required to open accounts at the Bank for completeness and accuracy, as well as ensuring all additional documentation is attached including but not limited to a current rent roll and the required checks.  Ensuring that all documents are in compliance with current Bank policies as well as federal and state regulations.  Communicate with the closing attorney and the borrower/customer to gather and document all required forms to open the deposit account are completed and a check is collected to fund the account at the time of closing.  Upon the receipt of the package after closing, review documents for completeness, including adding any forms that are required for compliance purpose and forward to the Transaction Processing Department for entry into the system.



  • 2 – 3 years experience multi-family/commercial lending;
  • Associate Degree in accounting, finance or business preferred;
  • Must be knowledgeable in all areas of operations, including new accounts and customer service;
  • Strong background in sales and customer service within the banking and financial industry;
  • Ability to work independently, take initiative and complete tasks within a deadline;
  • Detail-oriented and precise in fast-paced environment;
  • Excellent written and verbal communication skills.
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