Lending Assistant

United Bank • Lumberton, NC

1d

About The Position

The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. The position prepares loan summaries for presentation to Loan Committees, performs loan administration duties, helps prepare loan documentation, and may assist credit analysts with financial spreadsheet functions. The role also supports assigned Market Presidents and/or Commercial Lenders with administrative work, customer requests, data analysis, loan servicing, sales coordination, and other assigned projects.

Requirements

• High school diploma or equivalent.
• At least two years of previous experience working in the banking industry.
• Proficiency in Microsoft Office products.
• Ability to successfully complete systems training within 90 days.
• Strong verbal and written communication skills.
• Strong customer service, multitasking, and flexibility skills.
• Ability to work in a fast-paced environment.

Responsibilities

• Perform administrative tasks for assigned Market Presidents and/or Commercial Lenders, including gathering data, assembling and maintaining credit files, requesting title reports, lien searches, and flood certificates, and completing UCC filings and terminations.
• Prepare and review loan documentation for accuracy and compliance using Commercial Connect; coordinate with outside counsel on documentation when needed.
• Provide client service and handle customer requests, including line-of-credit advances, pay-outs, and account transfers, and resolve customer issues as needed.
• Perform data analysis in support of client lending activities.
• Assist with loan disbursements.
• Assist with Market Meetings as needed.
• Enter and maintain client data in Commercial Connect and the Sales Management system.
• Clear loan exceptions and financial reporting as needed.
• Order appraisals.
• Pull financial reports for customers and ensure their timely distribution as needed.
• Generate officer reports, address overdrafts, clear past dues, balance G/L accounts, monitor collateral, order supplies, and verify and initiate wires and checks within authorized limits.
• Coordinate presentation materials, set up sales calls, maintain a list of prospective clients, and join sales calls as needed.
• Complete other projects and duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED