Credit Coordinator

Full Time | Irvine, CALIFORNIA | 3 months
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Job Summary

Full Time
Union Bank

$107,507 Average salary of similar jobs | Check Salary...

Job Description

Credit Coordinator-10027891-WD 


Discover your opportunity with Mitsubishi UFJ Financial Group (MUFG), the 5th largest financial group in the world (as ranked by S&P Global, April 2018) with total assets of over $2.9 trillion (106.2 (JPY) as of March 30, 2018) and 150,000 colleagues in more than 50 countries. In the U.S., we’re 13,000 strong, working together to positively impact every customer, organization, and community we serve. At Union Bank, we aim to be the premier and most-trusted West Coast bank, serving customers with high-touch, local delivery and global capabilities as we leverage our rich, 150-year history. This is all part of our inclusive, high-performing culture supported by competitive Total Rewards, including our cash balance pension plan. Join a team that’s working to fulfill its vision to be the world’s most trusted financial group.
Job Summary:
The primary function of the Credit Coordinator is to ensure proper set-up of the loan file, order third party reports as needed and work with team members to achieve accurate loan packaging originated through Commercial Lending channels. This will include the collection of financial information and other required documentation for origination of loan files.
Major Responsibilities:

  • In this role you will order Experian Business & Personal Credit Reports
  • Your duties will include review & ensure complete PFS Certification prior to ordering Personal Credit Reports
  • Order UCC Searches through vendor system
  • Order Secretary of State Certificates and other on-line entity documents
  • Preparing CDRF
  • You'll request FinCen documentation from customer
  • Ordering Alacra Reports - Internal System entry
  • Updating TOPS tasks - ALACRA & TOPS received date
  • You'll order Appraisals & Environmental 3rd party reports, when applicable - RIMS system
  • Internal Help Desk (Branch & RM)
  • You will lead Reg B Under $1MM Sales Start Date & 25 days end date (STP)
  • You'll complete Reg B Letters (incomplete & Decline)
  • You'll review BBG & SBA Applications for Completeness (can send out Reg B incomplete notifications)
  • You will do data input into STP - New & Renewal BBG and SBA
  • Upon notification from CE on a renewal, you will initiate due diligence
  • Upon receipt of updated credit memo from CE on a modification or renewal, upload to DocMan
  • Craft G Drive Folder for BBG & SBA Transactions
  • One duty of your's is handling STP Queues
  • You'll generate Conditional Commitment Letter (CCL) - SBA
  • You will handle between RM/CE and LAD
  • Input Special Requests to update STP (i.e. reactivation or new information)
  • You will build STP Record at time of credit approval for LAD
  • Pull Reports to audit STP data & Reg B requirements



Additional Information:

  • You should have sufficient knowledge of systems, forms, and file organization to work independently. You should possess a more complete understanding of the business and how the position supports the business.
  • Can you complete multiple tasks in an organized fashion?
  • Do you have 2-4 years of experience in some aspect of commercial lending. Strong technical skills. High School diploma? 

The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it's the bank's policy to only inquire into a candidate's criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.


: Operations 
Primary Location
Job Posting
: May 15, 2019, 8:07:02 PM 
Shift: Day 
Schedule: Full Time

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