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Company: Valley Bank
Location: West Palm Beach, FL
Career Level: Associate
Industries: Banking, Insurance, Financial Services

Description

Responsibilities include but are not limited to:

  • Review and validate loan documentation and ensure commercial loan closing packages are complete, accurate, and compliant with company policies and regulatory requirements.
  • Use checklists to verify data fields based on loan type; identify and classify errors (critical vs. non-critical) impacting accuracy or internal consistency.
  • Document and resolve discrepancies by recording errors and routing to booking team for correction; report missing or inconsistent documentation for timely resolution.
  • Partner with Quality Control and Booking teams to address issues and maintain alignment with procedures and standards.
  • Update loan logs and reports accurately; transfer completed packages to Imaging for archival per established workflows.
  • Adhere to SLAs, KPIs, and all bank policies; assist with audits and quality control reviews.


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