Commercial Loan Assistant I

*Role not eligible for sponsorship*

RESPONSIBILITIES

• Coordinate and collect required documentation from clients, vendors, and internal stakeholders to meet loan closing deadlines.


• Order and review third-party reports including title, appraisal/evaluation, UCC searches, environmental screens, flood determinations, and insurance.


• Ensure proper documentation and loan coding in compliance with regulatory requirements.


• Review loan documents for accuracy and completeness, escalating issues as needed.


• Validate and maintain accurate loan data in the loan origination system.


• Research and resolve loan issues promptly.


• Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met.


• Perform or request maintenance and servicing on commercial loans, as requested.


• Attend and participate in loan assistant meetings.


• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks


• Deliver a consistent, high level of service within our Serving More standards


• Other duties as assigned

COMPETENCIES

• Interpersonal/Customer Service Skills


• Written and Verbal Communication


• Ability to understand and follow directions


• Adaptable to change


• Basic Computer Skills


• Organizational Skills/Detail Oriented


• Able to Multi-Task or Juggle Priorities


• Ability to work as part of a team

SCHEDULE

Office hours are Monday through Friday 8:00am to 5:00pm. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status. 

A flexible work arrangement is available for this position after training. May have the option of working from home two days a week. Please speak to the hiring manager for more information.

Physical Requirements

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.