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.