Job Description

General Description

Performs daily monetary transactions for Corporate/ABL, Construction, Multifamily and New Market Tax Credit Loans Portfolio. 

Essential Duties and Responsibilities

  • Receive Client’s Requests to prepare the transactions for approval and posting.

  • Use properly Excel formulas to complete the transactions.

  • Prepare Corporate/ABL, Construction and Multifamily transactions, including but not limited to Advances, payments, transfers between accounts, wire transfers, interest capitalization.

  • Prepare monetary transactions for syndicated loans, in addition to billings and Notices to Client and other Lenders.

  • Analyze loan transaction histories to prepare modifications requests related to interest rates, billings and any other loan terms, if necessary.

  • Prepare G/L accounting entries, billings and transactions for New Market Tax Credit Loans.

  • Coo...
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