Commercial Loan Assistant II
About The Position
Collaborate with Commercial Lending team to facilitate the request for preparation of loan documents from operations Gather and obtain required documentation for commercial loans Perform administrative due diligence in the commercial loan origination process (including lien searches, name verifications, etc.) Research and resolve loan issues promptly and professionally. This requires a detailed knowledge and adherence to commercial loan procedures and policies Ensure loans are accurately tracked on bank systems by thoroughly understanding system coding Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met Perform/Request maintenance for commercial loans when requested Manage multiple priorities in a fast-paced environment, utilizing organizational and time management skills Exercise increased independent judgment when completing above responsibilities Coordinate all loan closings with the assigned lender/s and be able to independently close loans for customers in lender’s absence Assist Loan Assistant Supervisor to provide training to and direct workflow of Commercial Loan Assistant I associates 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
Requirements
- 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
- Technical Expertise
- Ability to work as part of a team
- High School diploma or equivalent required
- 2-4 years related work experience preferred; knowledge of commercial loans
Responsibilities
- Collaborate with Commercial Lending team to facilitate the request for preparation of loan documents from operations
- Gather and obtain required documentation for commercial loans
- Perform administrative due diligence in the commercial loan origination process (including lien searches, name verifications, etc.)
- Research and resolve loan issues promptly and professionally.
- Ensure loans are accurately tracked on bank systems by thoroughly understanding system coding
- Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met
- Perform/Request maintenance for commercial loans when requested
- Manage multiple priorities in a fast-paced environment, utilizing organizational and time management skills
- Exercise increased independent judgment when completing above responsibilities
- Coordinate all loan closings with the assigned lender/s and be able to independently close loans for customers in lender’s absence
- Assist Loan Assistant Supervisor to provide training to and direct workflow of Commercial Loan Assistant I associates
- 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
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
Education Level
High school or GED
Number of Employees
1,001-5,000 employees
