Business Lender Associate
About The Position
The Business Lender Associate supports prospective-customer outreach and completes commercial lending training under the guidance of experienced loan officers and senior staff. The position combines business development, relationship management, and community involvement, and includes formal company training in loan types, creditworthiness assessment, and the loan approval process. It is an introduction and pathway to becoming a Business Lender, allowing trainees to gain practical experience, build industry knowledge, and develop credentials for independent lending responsibilities. Performance is measured by learning progress, accuracy, and compliance. The role is office-based, with regular in-market travel for client meetings and community events. Occasional evening or weekend networking events may be required. This is a full-time, non-exempt position.
Requirements
- Bachelor’s degree in Business, Finance, Accounting, or a related field.
- Excellent communication and relationship-building skills.
- Strong organizational and time-management skills.
- High level of integrity, professionalism, and customer service orientation.
Responsibilities
- Engage directly with business owners to understand their loan or deposit needs and build relationships that can develop into long-term partnerships.
- Attend community, business, and networking events to promote the bank and generate new business opportunities.
- Learn and cross-sell bank products and collaborate with retail and specialty banking teams.
- Use calling efforts to bring commercial loan opportunities to the bank.
- Ensure timely and accurate collection of financial information and loan documentation.
- Learn documentation standards and compliance with bank policies, state and federal regulations, and safety and soundness requirements.
- Learn and adhere to fair lending, BSA/AML, and other regulatory standards.
- Represent the bank professionally through volunteerism, leadership groups, chambers of commerce, and local business associations.
- Support the bank’s mission to serve local businesses and strengthen community economic development.
- Participate in formal company training covering lending, including loan types, creditworthiness assessment, and the loan approval process.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
