Service and manage business clients and commercial loan portfolios.Assist in identifying and selling loans and essential services to customers and prospects. Accurately prepare and process loan approval and closing documents, clear loan documentation deficiencies, provide ongoing servicing of the portfolio, maintenance past due accounts and resolve customer account problems.

Submit applications and follow underwriting cases until approved.Handle all Core/Investment client service requests and create investment proposals as needed.Prepare case prep for insurance and investment accounts.Discuss buys/trades with the Field Director and submit trade tickets.

Assist with case reviews & determination of need for vocational rehabilitation services.Prepare correspondence, reports and case documentation.Provide internal support to supervising Vocational Case Manager; preparing correspondence, reports and case documents, monitoring client treatments, assisting with routine follow up calls, scheduling appointments and preparing files.Arrange rehabilitation services as needed to include necessary medical, psychometric and additional appointments/testing.