Commercial Loan Assistant
About The Position
As a Commercial Loan Assistant, you’ll provide support for multiple officers in the Commercial Group, including the Regional President, Market President, Commercial Lenders, and Private Banking Officers, as well as working directly with customers. You’ll uphold the German American high standard of excellence as the customer’s go-to person, encouraging customers to call anytime with whatever needs they may have. With a limited degree of supervision, you are a problem solver, independently handling a wide range of administrative tasks, and so much more. Day in the Life – You’ll provide excellent support to lenders, allowing them to concentrate their time on sales and new business. Your support includes obtaining preliminary information needed by the lender, assisting with daily customer activities and inquiries, and setting up appointments for the signing of documents. You also work directly with customers. Communication is key as you support the lender and customer from the beginning, obtaining preliminary information, all the way through the end, reviewing documents, such as the closing checklist and other documentation for proper execution. Yours are the final set of eyes, making sure all elements of the transactions are obtained. Other customer contact may include collecting information needed by the lender, credit analyst team, or attorneys, and contacting clients about sensitive matters, including overdrafts and past due payments.
Requirements
- Ability to: communicate effectively (written and verbally), maintain confidentiality, work with speed and accuracy, grasp technical information quickly, and work independently and as a team member.
- Proficiency in: Microsoft Office Suite (Excel, Word, Outlook, PowerPoint)
Nice To Haves
- 5+ years experience in commercial lending or related banking support role
Responsibilities
- provide support for multiple officers
- work directly with customers
- obtain preliminary information needed by the lender
- assist with daily customer activities and inquiries
- set up appointments for the signing of documents
- review documents
- collect information needed by the lender, credit analyst team, or attorneys
- contacting clients about sensitive matters, including overdrafts and past due payments
Benefits
- Medical, dental, vision, STD, LTD, Life insurance, etc.
- 17 days paid time off, 11 paid holidays and bereavement leave
- Paid parental bonding leave
- Education assistance program
- Wellness benefits
- Life event coverage
- Service awards
- Financial benefits including 401(k) match, stock purchase plan and more
- Great deals on both national and local discounts on everything from computers and vacations to phones and retail shopping.
- Logo wear discounts
- Free checking account, checks and discounted bank services
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
No Education Listed
