- Monitors the financial exception report on a regular basis to track financial statements. Based on findings, creates and provides reports to the CPM Team Leader and Manager of the Business Line.
- Ensures that the tickler dates are updated and correct on exception reports as financials are received.
- Escalates situations to the CPM and Loan Officer when the required financial statements are not received within 45 days of the initial letter or contact.
- Ensures that once financial statements are received, they are sent for imaging and provided to the CPM and Loan Officer for review.
- Contacts borrower's, bookkeepers and CPAs via phone, e-mail and mail requesting financial documentation required per the loan agreement.
- Monitors Portfolio Management reports such as Delinquent Real Estate Taxes, Liquid Collateral, Past Due Loans, etc. and works with Loan Officers on past due loans and to clear exceptions when necessary.
- Provides superior customer service by resolving issues and providing accurate and timely information to CPMs and Loan Officers.
- Proficient computer skills with knowledge of Microsoft Word and Excel and performing internet searches.
- Basic math skills, including the ability to compute ratios.
- Strong organizational skills and detail oriented.
- Ability to work in a fast-paced environment and move quickly through assignments to ensure deadlines are met.
- Ability to read, interpret and comprehend policies, procedures and training materials.
- High School Diploma or GED and minimum of one year banking experience.
- Completion of college level courses in accounting or finance and/or Associate's degree a minimum of two years banking, credit or lending experience preferred.
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At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
