Private Bank Lending Assistant
About The Position
Provides support to the lending group by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist Private Bank customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan fundings, ordering title reports, UCC filings, and various inquiries. Assist Private Bank customers with deposit related activities, such as but not limited to: wire transfers, account transfers, and various inquiries. Assist Private Bankers with administrative responsibilities, such as but not limited to: phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information. Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports. Prepare various monthly activity monitoring reports. Interaction with customers and bank officers to collect various documents and financial information as reflected as exceptions. Other duties and projects as assigned.
Requirements
- Three years of loan processing or loan servicing experience in a similar financial environment
- High school diploma or equivalent required
- Excellent customer service skills
- General knowledge of bank processes
- Excellent written and oral communication skills
- Excellent PC skills
- Working knowledge of commercial loan documentation is required
Nice To Haves
- Some college business course preferred
- Bachelor Degree desired
Responsibilities
- Assist Private Bank customers with lending related activities, such as loan closings, preparation of loan documents, loan fundings, ordering title reports, UCC filings, and various inquiries.
- Assist Private Bank customers with deposit related activities, such as wire transfers, account transfers, and various inquiries.
- Assist Private Bankers with administrative responsibilities, such as phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering financial information.
- Loan application input, ordering appraisals, opening title and escrow, requesting background checks and credit reports.
- Prepare various monthly activity monitoring reports.
- Interact with customers and bank officers to collect various documents and financial information as reflected as exceptions.
- Other duties and projects as assigned.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
Number of Employees
11-50 employees
