Commercial Banking Assistant

COREFIRST BANK & TRUST • Englewood, CO

just now • Onsite

About The Position

The Commercial Banking Assistant is responsible for supporting Commercial Banking Officers in managing the commercial loan portfolio. This role involves working closely with Lenders to provide personalized and professional service to customers. The assistant is expected to build and maintain relationships with customers and become familiar with the Bank's loan policies and procedures to ensure a smooth and efficient customer service experience. This position provides administrative and clerical support throughout the loan process, from application to closing and servicing.

Requirements

• Two or more years of related experience
• High School diploma or equivalent required
• A significant level of trust and diplomacy is required, in addition to courtesy and tact
• Work involves extensive contact with others, including executive and senior management
• Communication with customers may be of a sensitive nature when working through escalations
• Fostering sound relationships with others is necessary
• Understanding of commercial loan products, banking policies, and federal/state regulations
• Adherence to CoreFirst Values; Respect, Communication, Integrity, Initiative, and Accountability
• A secondary focus on internal and external Customers, Compliance, Ethics, Perseverance, and Time Management is also essential
• Strong PC skills with proficiency in Microsoft Word and Excel
• Excellent written and oral communication skills
• Excellent time management and task prioritizing, organization, problem-solving, and ability to meet deadlines
• Excellent analytical skills and attention to detail
• Applicants must pass a drug screen and background checks

Nice To Haves

• Previous commercial banking experience preferred
• Bachelor’s Degree in business or related field preferred

Responsibilities

• Provides administrative and clerical support to commercial lending officers, facilitating the loan process from application to closing and servicing
• Process loan through the Sageworks platform
• Obtains/reviews collateral documents to include real estate, business assets, vehicle, and cash collateral
• Maintenance property taxes and escrow, if applicable
• Anticipates and obtains items necessary for loan requests, such as corporate documents, credit reports, UCC searches, VIN searches, flood determinations, appraisals, title work, mortgage releases, etc.
• Following loan approval, serves as liaison between Lender and Loan Processing, to request and coordinate preparation of loan documents and schedule closings
• May assist with closings as needed
• Coordinates with Credit Administration on financial statement spreads and/or other analyses, either routinely or as requested by Lender
• Coordinates with Commercial Services as appropriate, to assist loan customers with depository products and services, such as Internet Banking, Cash Management, and Lock Box
• Generates and distributes reports, such as Past Due Loans, Maturing Loan List, Loans by Officer, and others as requested
• Contacts customers for routine requests, such as financial statements, loan payments, corporate documents, tax ID numbers, etc.
• Handles routine customer requests and inquiries, such as loan histories, posting errors, changes of address, line of credit advances, construction loan draws, notary services, lien releases, etc.

Benefits

• Medical, dental, and vision insurance with employer contributions
• Employer-paid life and disability coverage
• Employee assistance program (EAP)
• 401(k) plan with company match of up to 3% and an additional 50% of the next 2% of the pay you contribute
• Hours of PTO earned each pay period 5.34 hours (approximately 16 days)
• Up to 11 paid holidays
• Dependent care FSA

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 101-250 employees