Commercial Loan Assistant

Peoples Trust CompanySaint Albans City, VT
$23 - $29Hybrid

About The Position

Provides direct assistance and support to the Commercial Lending Supervisor and Commercial Lending staff. Provides excellent customer service by responding to customer inquiries and requests with a high degree of professionalism, accuracy, and appropriate follow through with Commercial Lending team.

Requirements

  • High school diploma or equivalent is required.
  • Two years of lending, accounting, and/or general banking background with experience in customer relationship management and a working knowledge of deposit and loan products is preferred.
  • Strong analytical and decision making skills.
  • Strong organizational skills to maintain work in a fast paced environment.
  • Excellent communication skills with a focus on accuracy, clarity, and customer service.
  • Must demonstrate high level of initiative and ownership in completing tasks.
  • Ability to retain and apply various policies/procedures/regulations.
  • Ability to work in a fast paced environment under pressure.

Nice To Haves

  • College degree is preferred with concentration in business and/or accounting.

Responsibilities

  • Provides administrative support to the Commercial Lending Supervisor and Commercial Lending staff by reviewing/completing loan documentation, assisting customers, and performing a variety of administrative tasks.
  • Provides excellent customer service by directly communicating with customers (internal and external) to answer questions and solve concerns as it relates to the commercial lending process.
  • Assists the Commercial Lending Supervisor and Commercial Lending staff with monitoring and closing of commercial applications/renewals.
  • Provides research assistance to the Commercial Lending staff with regards to loan documentation and reporting.
  • Provides assistance in annual review process directly under the guidance of the Commercial Lending Supervisor and Underwriting/Asset Quality Manager.
  • Provides support for all departments requiring information about commercial loans.
  • Provides support for numerous participation programs including VEDA, SBA and FSA, including required servicing and monitoring.
  • Adherence to the Bank Secrecy Act and all other laws and regulations that pertain to the job function.
  • Assumes other responsibilities as assigned.
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