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Commercial Lending Assistant

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Job Description - Commercial Lending Assistant


  • Support the Commercial Lending team in managing existing loan relationships and pursuing new loan opportunities; support managing existing accounts.


 



  • Perform administrative tasks that can include but are not limited to preparing credit reports and loan document/packages, ensuring accuracy and completeness of loan packages, gathering information on existing loan relationships, reviewing loan documents, booking/closing loans.


 



  • Perform customer service duties that may include identifying, researching and resolving customers' questions and issues regarding deposits, fund transfers, loan advances, loan pay downs and payoffs, etc.


 



  • Identify and order documentation required to process commercial loan requests.


 



  • Track and ensure receipt of appropriate documents/reports.


 



  • Prepare and maintain loan transaction files and assist in maintaining customer credit files.


 



  • Ensure completeness and accuracy of credit and transaction files.


 



  • Coordinate account maintenance with the Loan Servicing and Deposit Operations Departments.


 



  • Manage compliance reporting and maintain customer and prospect data base.


 



  • Assist commercial loan officers in addressing customer inquiries and servicing requests.


 



  • Complies with federal and state regulations and all established Bank policies and procedures.


 



  • Perform other duties as assigned or directed.


 


REQUIRED SKILLS/ABILITIES:



  • Excellent verbal and written communication skills.

  • Exceptional organizational skills and strong attention to detail.

  • Excellent time management skills with a proven ability to meet deadlines.

  • Ability to work independently to achieve goals and objectives.

  • Proficient with Microsoft Office Suite or related software.


 


SUPERVISORY RESPONSIBLITY:



  • This position does not supervise employees.


 


EDUCATION and EXPERIENCE:



  • High School Diploma or GED is required.

  • 2 years administrative/ support role experience required.

  • 3 years of banking experience as a lending assistant or administrative/ support role preferred.


 


PHYSICAL REQUIREMENTS:



  • Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.

  • Ability to lift up to 25 pounds.

  • Ability to communicate in person, through email or via telephone with customers and staff members.

  • Ability to sit or stand for an extended period.

  • Specific vision abilities required by this job may include close vision and the ability to adjust focus.

  • Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Original job Commercial Lending Assistant posted on GrabJobs ©. To flag any issues with this job please use the Report Job button on GrabJobs.
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