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Loan Assistant
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- The Loan Assistant is responsible for assisting the Portfolio Managers and Credit Managers with various loan administration tasks including tickler administration, customer/borrower inquiries, loan origination administration, and other loan portfolio administration duties as assigned.
- Works closely with Credit Analyst and Portfolio Manager to ensure financial packages are complete.
- Sends out tickler letters as requested by the Portfolio Manager or Credit Analyst.
- Periodic updating of tickler and covenant notes as requested by the Portfolio Manager.
- Provides general assistance to the Credit Analyst, Portfolio manager and Credit Manager.
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