Post-Closing Financial Specialist
Company Name:
CapStar Bank
job
Purpose:
To facilitate the processing of financial statements ticklers and exceptions for all loan customers of the bank.
Job
Responsibilities:
1.
Receive and review for purpose of clearing any outstanding financial exceptions and to update financial ticklers that pertain to financial statements, compliance certificates, borrowing base certificates and reports, etc. directly from lending personnel within the bank.
2.
Update borrowing base information in the core loan system (Insight).
3.
Deliver the financial documents to the Image Department for imaging.
4.
Establish, foster and maintain strong and positive working relationships with team members, lending, operations staff and department managers and other business partners. Provide a high level of customer service when responding to internal departments to resolve issues.
5.
Attend all BSA training (at least annual) offered through the bank. More frequent and/or specific training may be required, depending on job responsibilities. Perform job responsibilities to ensure the bank's compliance with BSA/AML policies and procedures, which include detecting potential suspicious activity and reporting such activity to the BSA Officer and may include gathering and entering data into systems for monitoring and reporting.
6.
Perform other duties as assigned.
Job
Qualifications:
Education
High school diploma required, some college preferred.
Experience
-Minimum of one year of experience in loan/credit operations with knowledge of and experience handling financial statements.
-Strong
computer
skills with demonstrative knowledge of Microsoft, Excel, Word, Adobe and E-mail.
-Must have prior experience working in a fast-paced environment and ability to meet turnaround and deadline requirements.Estimated Salary: $20 to $28 per hour based on qualifications.
CapStar Bank
job
Purpose:
To facilitate the processing of financial statements ticklers and exceptions for all loan customers of the bank.
Job
Responsibilities:
1.
Receive and review for purpose of clearing any outstanding financial exceptions and to update financial ticklers that pertain to financial statements, compliance certificates, borrowing base certificates and reports, etc. directly from lending personnel within the bank.
2.
Update borrowing base information in the core loan system (Insight).
3.
Deliver the financial documents to the Image Department for imaging.
4.
Establish, foster and maintain strong and positive working relationships with team members, lending, operations staff and department managers and other business partners. Provide a high level of customer service when responding to internal departments to resolve issues.
5.
Attend all BSA training (at least annual) offered through the bank. More frequent and/or specific training may be required, depending on job responsibilities. Perform job responsibilities to ensure the bank's compliance with BSA/AML policies and procedures, which include detecting potential suspicious activity and reporting such activity to the BSA Officer and may include gathering and entering data into systems for monitoring and reporting.
6.
Perform other duties as assigned.
Job
Qualifications:
Education
High school diploma required, some college preferred.
Experience
-Minimum of one year of experience in loan/credit operations with knowledge of and experience handling financial statements.
-Strong
computer
skills with demonstrative knowledge of Microsoft, Excel, Word, Adobe and E-mail.
-Must have prior experience working in a fast-paced environment and ability to meet turnaround and deadline requirements.Estimated Salary: $20 to $28 per hour based on qualifications.
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