Lending Assistant

United Bank, Inc.•Blue Ridge, GA

54d

About The Position

The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties and helps prepare loan documentation, and may assist credit analysts with financial spreadsheets functions.

Requirements

High School Diploma or equivalent required
Minimum two (2) years of previous experience working in Banking industry required
Proficiency in Microsoft Office Products required
Ability to successfully complete systems training within 90 days required
Strong verbal and written communication skills required
Ability to demonstrate strong customer service, multi-tasking and flexibility skills required
Ability to work in a fast-paced environment required

Responsibilities

Perform a wide variety of administrative tasks, often for assigned Market President and/or Commercial Lender, to include gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, etc., and UCC filings and terminations
Prepare and review loan documentation for accuracy and compliance using Commercial Connect and, if needed, may coordinate with outside counsel in loan documentation preparation
Responsible for upholding the highest level of client service expectations; Handles requests from customers including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed
Performs various data analysis involved in the support of client lending activities
Assist with loan disbursements
Assist with Market Meetings as needed
Responsible for entering and maintaining client data into the Commercial Connect and Sales Management system
Clear loan exceptions and financial reporting as needed
Order appraisals
Pull financial reports for customers and ensures timely distribution as needed.
Generate officer reports, overdraft, clear past dues, balance G/L accounts monitor collateral, orders supplies, verifies and initiates wires and checks (per authorized limit).
Coordinates materials for presentations, setting up sales calls, maintaining a list of prospective clients and joining sales calls as needed.
Other projects and duties as assigned.