The Company
Since first opening in 1984, The Bank of Tampa has focused on serving Tampa Bay professionals and owner-managed businesses, which has given us an insight into our community that other banks simply cannot match. Our lenders and their teammates use their deep understanding of the area to help our clients establish professional, cultural and social ties that benefit their businesses, their families, and themselves. We are committed to providing the highest level of banking services while nurturing a strong and lasting professional relationship that contributes to our client’s success. Personalized service to our clients and our community is what we are all about.
The Bank of Tampa is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Position overview
Serves customers by providing exceptional, professional, efficient and courteous customer service by assuming overall responsibility for the preparation and processing of all CRE and Residential loan documentation, reports and all administrative duties for at least one loan officer. Coordinate activities of the loan officer(s) regarding customer service and loan closings, as well as construction administration. Prepare and obtain all necessary documentation for lending relationships.
Primary Duties and Responsibilities
- Closes loans for loan officer.
- Reviews title reports for ownership, vesting, exceptions to be cleared, and verification of lien position.
- Reviews Uniform Commercial Code search for verification of lien position.
- Reviews corporate searches, articles, partnership agreements, etc. to identify legal borrowing entity.
- Prepares ancillary loan documents/forms as necessary, (non-CFR) including mortgage modifications and partial releases.
- Interacts with title companies and attorneys to balance closing statements, obtain necessary affidavits, etc.
- Completes post-closing review of all documents to ascertain proper execution, proof of disclosures, and identify note exceptions.
- Administers construction draw requests, including obtaining partial lien releases and title updates, as appropriate.
- Originates and updates credit; documentation files in an organized manner, including clearing exceptions.
- Performs various administrative duties for the loan officer (i.e. Miscellaneous reports, correspondence, memorandums, prepares weekly and monthly reports before deadlines, assists loan officer in daily activities, etc.).
- Calls on past due loan accounts and overdrafts as needed.
- Meet customers in a professional manner.
- Ability to work independently and self-starter/motivator.
- May perform other duties as required.
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“This job description reflects management’s assignment of essential functions; it does not prescribe or restrict the tasks that may be assigned.”
Minimum Qualifications
- 8 years’ Experience in Commercial Real Estate Documentation and Closing
- 8 years’ Experience in Construction Lending including knowledge in Notice to Owners & Lien Releases
- Proficient with Microsoft Office Suite
- 4 year degree or equivalent combination of education and experience
Preferred Qualification
- Experience with preparing Modification of Mortgage Spreaders
- Experience with Builder Guidance Lines
- Experience with Fiserv core banking software
Our Values
Preserve and enhance our culture in which the values of honesty, integrity, confidentiality, trust and respect are the underlying principles by which we work
Make a meaningful difference in our community through our service and financial support
Maintain a safe and sound institution that operates in conformity with the spirit as well as the letter of all applicable laws, rules and regulations, and to maintain open and forthright communication with our regulators
Benefits
You will have the opportunity to participate, subject to the terms and conditions of the respective plans, in a comprehensive package of benefit plans – from medical, life, disability, and other insurance programs to savings and retirement plans and an array of work/life effectiveness policies and programs. As a highlight:
- Eligibility for health, dental, life and disability insurance coverages begin on date of hire.
- Retirement Plan – 401k with matching
- ESOP- Employee Stock Ownership Plan
- Time away from work – vacation time, sick time and holidays
- Tuition Assistance
- Professional development opportunities
THE BANK OF TAMPA IS AN EQUAL OPPORTUNITY EMPLOYER M/F/V/D
A DRUG FREE WORKPLACE E-VERIFY EMPLOYER
