Job Details

Legal Staff Paralegal in Fort Lauderdale, FL

Organization Type


Job Type

Legal Staff

Posted on

Jan 12, 2021

Years of Experience

Min 4 yrs required


Fort Lauderdale, FL, United States
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Sales Support Specialist (Commercial Lending Assistant)
Responsibilities: Provide ongoing sales support to Lenders which includes identifying sales and cross sell opportunities, coordinating materials for presentations, setting up sales calls as needed, maintaining prospect lists and making joint calls as required. Originates, processes and ensures accuracy of loan documentation for closings. This includes entering financial information into the loan system and ensuring that all necessary documentation is included in the loan package prior to closing. Resolving documentation exception issues, maintaining service levels, updating financial statements and preparing files for all portfolio reviews. Run reports to track maturing lines/loans and service levels. Communicate, report and follow up on portfolio past dues to ensure they remain current, while maintaining customer contact. Coordinates opening of deposit and other banking services with branch partners. Handles customer requests for information and problem resolution.

Qualification and Experience

Qualifications: High school or GED with a minimum of 4 years’ experience in sales, customer service or operations. Experience in commercial loan documentation, commercial lending support or other banking position. Proficient in Microsoft Excel, PowerPoint, Outlook and other office support systems and programs. Experience in paralegal support.

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