Commercial Loan Support Specialist

Summit Bank•Eugene, OR

8h•Onsite

About The Position

Under general supervision, the Commercial Loan Support Specialist provides administrative and operational support in documentation, loan servicing, and reporting. The role is accountable for following Bank policies and procedures and applicable state and federal employment and banking laws and regulations. The position is onsite in Eugene, Monday through Friday, 8:15 a.m. to 5:15 p.m. It includes one paid 15-minute break per four hours worked and one unpaid 60-minute meal break.

Requirements

At least an Associate's degree, or three years of related experience in a professional office environment and/or training, or an equivalent combination of education and experience.
Education or training should be applicable to the finance industry.
Exceptional verbal, written, and interpersonal communication skills, including the ability to understand and carry out instructions and communicate clearly with clients, colleagues, directors, and shareholders.
Ability to read, analyze, and interpret business and technical information, periodicals, professional journals, and technical procedures.
Ability to handle complex problems involving multiple facets and variables in non-standardized situations.
Strong computer terminal and personal computer skills, including experience with Microsoft Word, Microsoft Excel, and specialty software.
Intermediate keyboarding skills sufficient to meet the position's production needs.
Strong organization, attention to detail, and time-management skills.
Ability to work with minimal supervision and handle confidential information with discretion.
Ability to perform repetitive hand and finger movements for clerical duties, including typing, writing, and file maintenance.
Ability to frequently use arms to push or pull drawers and cabinets; sit for extended periods; bend and reach; occasionally lift and carry 30–50 pounds; and maintain clear vision at 20 inches or less.

Responsibilities

Provide respectful, ethical, dependable customer service to internal and external clients, uphold organizational values, and accept responsibility for actions.
Complete pre- and post-closing loan documentation checklists.
Order title reports, real estate appraisals, environmental reports, UCC searches, third-party payoffs, and flood determinations; verify the Bank's collateral position as determined by loan approval.
Obtain proof of borrowing authority, including organizational documents and public-record information.
Obtain flood certifications before closing and follow up on insurance requirements for the life of each loan.
Coordinate with Loan Operations to order loan documents and ensure the correct documents are prepared or received to protect the Bank's legal interests and comply with Bank and regulatory policies and procedures.
Prepare loan draw requests for approval, follow up on accurate disbursement, and scan and document completed draw requests in the loan file.
Maintain paper and electronic filing systems so documents are readily accessible, consistent, and complete.
Track loan costs and ensure they are paid or addressed at closing.
Follow pending or expiring ticklers.
Process customer service requests, including address updates, 1099 requests, and loan statement requests.
Complete administrative tasks related to business development and tracking.
Complete assigned Department and Compliance training and comply with Bank BSA/AML policies and procedures.
Pull weekly and monthly reports.
Answer clients' and colleagues' basic to complex questions, provide advice, and follow through on requests.
Assist the Banking Team Lead with special projects and cover department functions during staff absences or workload surges.
Follow policies and procedures, complete administrative tasks correctly and on time, and contribute to Bank profitability through cost controls and expense monitoring.
Apply sound judgment, recognize opportunities and problem areas, work safely, report potentially unsafe conditions, follow the established schedule, and maintain a clean and orderly work area.
Perform other duties as defined by management.