Lending Assistant in Menlo Park

  • Company: Comerica
  • Location: Menlo Park, California
  • Posted: December 14, 2017
  • Reference ID: 5000291820306

Lending Assistant, Equity Fund Services

The Lending Assistant is responsible for supporting the lending department and officers in administering operational aspects of assigned lending relationships and customer service to lending customers. Position Responsibilities:

* Assist lending officers with the administration and development of commercial banking relationships including daily interface with customers, other financial institutions and internal departments. * Provide customers with a central information point for inquiries regarding transactions, account status and operational issues. * Act as a liaison between customers and lending officers to facilitate account servicing. * Research and coordinate resolution of routine account problems related to overdrafts, returned items, stop payments, etc. * Provide basic secretarial support and coordinate reporting, report distribution and file management for lending officers. * Deal with complex customers (large to multinational corporations, participations, syndications, etc.) and/or train and assist the other Lending Assistants and overseeing the workflow.

Travel Travel is not required of this position.

Relocation Relocation assistance is not available.

* High School Diploma or the equivalent (GED) * 3 years of customer service experience in a telephone and face-to-face environment * 3 years of banking or financial service environment experience * 3 years of word processing and spreadsheet software experience

Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled

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