Job Description

Reference # : 19-00803Title : Loan Portfolio Officer
Location : New York, NY
Position Type : Contract
Experience Level : Start Date / End Date : 09/09/2019 / 05/19/2020
Job Description:

- Responsible for preliminary review of Lawyer Finance Private Bank client Applications for Loan Facilities. This includes a review of the financial statement for completeness, run credit report for red flags and ensure internal required documents are received prior to submission to the underwriter for the credit approval.
- Work closely with the Investment Finance Specialist/Underwriters on involved loan and credit transactions.
- Process credit approval documents for new and existing loan facilities as well as loan restructures.
- Ensure all application complies with Regulation B and Fair Lending guidelines (ECOA).
- Manage a high volume application/deal flow.
- Provide support to the Investment Finance Specialists, Private Bankers, Service and Documentation teams.
- Ensure all documents are send to document management unit on a timely manner
- Process the promissory notes for new credit facilities, extension, increase, decrease and cancellations for Law Firm partners funding setup

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