Commercial Lending Assistant

Bank of Utah • Provo, UT

4d • Onsite

About The Position

The Commercial Lending Assistant role provides support for a variety of Commercial, Construction, and SBA Loan functions. This position may be filled at the Commercial Lending Assistant I, II, or III level, depending on the candidate’s qualifications and relevant experience. The level and responsibilities will be determined based on the candidate’s skills, experience, and overall qualifications.

Requirements

• High School Education
• Must have good skills with Microsoft Word and Excel.
• Some experience in Commercial Loans preferred

Responsibilities

• Pull: Good Standings, OFAC, UCC Search, Flood Search
• If collateral is property, verify property taxes are current
• Order Title Policy
• Create workflow for proposed loan into SageWorks
• Image/upload all required documents into SageWorks
• Review with the loan officer all loan documents received from Credit Admin for accuracy
• Review the signed loan documents for all required signatures
• Image/upload all signed loan documents into SageWorks
• Prepare title closing letter of instructions
• Follow up on any compliance issues
• Process paid outs / release collateral
• Clear up ticker exceptions
• Process any invoices that need to be paid
• Follow up on incomplete files
• Maintain paper loan files
• Disburse loans or make transfers when applicable
• Maintain original Notes & Collateral
• When applicable, process payments / loan payoffs
• Attendance is an essential function of the job.
• Other duties as assigned.

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED