Commercial Banking - Commercial Lending Assistant (BOJH)

NBH Bank

16h•Onsite

About The Position

As a Commercial Lending Assistant, you will provide administrative and operational support for an assigned team of Commercial Lenders. The position is responsible for maintaining a high level of confidentiality and superior customer service; gathering financial and loan data requirements, preparing electronic loan file documentation for consumer and commercial loans, conducting research, and coordinating services with internal business units and third-party providers. Prepare memos, correspondence and other documents as necessary. As a Commercial Lending Assistant, you will have an opportunity to assist in the management of banker workflow and pipeline management, including early-stage loan processing duties: communicating with borrower to obtain required personal and financial items, inputting borrower and loan details into various platforms, ordering third party services and verifications, and tracking loan progress to ensure deadlines are met. Greet customers in a professional, friendly, hospitable manner, including responding to customer inquiries, requests and complaints in person, by telephone and email correspondence with professionalism and accuracy. Navigate bank systems to provide customers with account specific details and assist in processing financial transfers, transactions, loan payments, etc. Facilitate management and tracking of Commercial and Residential Construction projects to insure compliance and timely availability of funds. Become familiar with commercial and consumer regulatory requirements to ensure compliance. Review loan documents for accuracy. Review loan files to ensure the completeness of the file and that all collateral has been secured properly. Perform special projects as requested. Complete unplanned tasks that often require very quick turnaround with accurate delivery and results. Collaborate successfully with other staff to complete high priority assignments and coordinate work efforts. Navigate multiple computer systems, applications, and utilize search tools to find information. Adherence to all bank policies and procedures, federal and state employment laws and regulations.

Requirements

High school diploma or equivalent required.
1+ years of financial services experience.
2+ years of customer service or sales experience.
Experience working successfully and independently in a dynamic and challenging work environment that requires strong multi-tasking abilities to meet aggressive deadlines.
Knowledge and understanding of loan documentation.
Extreme level of confidentiality.
Customer/Client Focus.
High level of honesty and integrity.

Nice To Haves

Bachelor’s degree in finance or accounting.
Superior verbal and written communication.
Ability to organize and prioritize.
Decision making & problem solving skills.
Exercise good judgement.
Ability to resolve issues and conflicts.
Work independently/team member.
Time management.
Personal effectiveness & flexibility.
Stress management/composure.
Articulate and thorough.
Strong attention to detail and accuracy with effective follow-up.
Lending support experience.
Strong Microsoft Excel, Word and Outlook skills.

Responsibilities

Provide administrative and operational support for an assigned team of Commercial Lenders.
Maintain a high level of confidentiality and superior customer service
Gather financial and loan data requirements
Prepare electronic loan file documentation for consumer and commercial loans
Conduct research
Coordinate services with internal business units and third-party providers.
Prepare memos, correspondence and other documents as necessary.
Assist in the management of banker workflow and pipeline management, including early-stage loan processing duties
Communicate with borrower to obtain required personal and financial items
Input borrower and loan details into various platforms
Order third party services and verifications
Track loan progress to ensure deadlines are met.
Greet customers in a professional, friendly, hospitable manner, including responding to customer inquiries, requests and complaints in person, by telephone and email correspondence with professionalism and accuracy.
Navigate bank systems to provide customers with account specific details and assist in processing financial transfers, transactions, loan payments, etc.
Facilitate management and tracking of Commercial and Residential Construction projects to insure compliance and timely availability of funds.
Become familiar with commercial and consumer regulatory requirements to ensure compliance.
Review loan documents for accuracy.
Review loan files to ensure the completeness of the file and that all collateral has been secured properly.
Perform special projects as requested.
Complete unplanned tasks that often require very quick turnaround with accurate delivery and results.
Collaborate successfully with other staff to complete high priority assignments and coordinate work efforts.
Navigate multiple computer systems, applications, and utilize search tools to find information.
Adhere to all bank policies and procedures, federal and state employment laws and regulations.