Commercial Loan Assistant

First Bank, Upper Michigan • Escanaba, MI

10d • Onsite

About The Position

Performs clerical and administrative duties for commercial lenders. Must have knowledge of internal lending policies and applicable procedures, as well as county, state and federal regulations. This position will be on-site at one of our Escanaba offices or Marquette.

Requirements

• Must exhibit high level of assistance, reliability and self-motivation.
• Possess the ability to work with a variety of personnel, customers and businesses.
• Excellent clerical skills along with numerical aptitude required.
• Excellent organization, follow-through skills necessary.
• Working knowledge of computers and software, including Word and Excel, is necessary.
• Use of general office equipment necessary.
• Must be or become Notary.
• Professionalism must be exhibited and confidentiality must be exhibited at all times.
• Valid driver’s license and ability to be insured required if driving.
• Position requires attendance at meetings.
• Some travel is expected for this position. However, travel is primarily local and during the business day.
• Employees are responsible for the upkeep/organization of their work area and in cooperation with others in shared areas.

Nice To Haves

• Bachelor's degree in finance, business, or other related field preferred or equivalent experience.
• Previous loan experience preferred.

Responsibilities

• Acquire information related to commercial loan origination and prepare loan documentation.
• Create and maintain loan files.
• Provide courteous, knowledgeable and professional customer service in person, over the phone and when responding to written inquiries.
• Prepare loan disbursement entries.
• Perform administrative and clerical tasks as directed by loan officer(s) and assist other loan support and officers as needed.
• Comply with all requirements, policies and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally required to complete all required compliance and regulatory training, not limited to BSA.
• Assume and accomplish other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree