
Operational Loan Technician
- San Juan, PR
- Permanente
- Tiempo completo
- 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.
- Coordinate to process the transactions within the established period with minimum errors.
- Follow Up and confirm transactions are approved and posted on time.
- Prepare the daily accounting and create it in SAP Application for posting.
- Verify next day that the transactions were posted correctly.
- Prepare the Request for Payment of invoices to Accounts Payable Unit.
- File the completed transactions in digital and/or hard copy form.
- Prepare Audit confirmations for Commercial Loans Portfolio.
- Keep initiative to work in teamwork and complete the transactions on time and with minimum error, keeping attention to details.
- Offer excellent service to Internal and External Clients.
- Bachelor's Degree in Business Administration or equivalent combination of education and experience.
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