Private Banking Loan Assistant -Tampa, FL

FinTrust Connect•Tampa, FL

1d•Hybrid

About The Position

FinTrust Connect has partnered with a regional banking institution to identify a Private Banking Loan Assistant in Tampa, Florida. This role supports approximately 2–3 lenders and helps move simple to semi-complex private banking loans accurately and efficiently from application through post-closing. The position focuses on documentation accuracy, regulatory compliance, client service, and coordination among lenders, borrowers, attorneys, insurance agents, and other stakeholders. The work arrangement is hybrid, three days in the workplace and two days remote, in Tampa, Florida. Travel is required as business needs arise, including for lender or client meetings, team meetings, professional development, and site visits.

Requirements

High school diploma or equivalent.
3–4 years of experience in commercial lending documentation.
3–4 years of experience as a Loan Assistant I or in a comparable role.
Working knowledge of commercial loan products, documentation standards, and loan-processing procedures.
Understanding of applicable state and federal lending and documentation requirements.
Proficiency with Microsoft Office and general computer applications.
Strong organizational and time-management skills, including the ability to prioritize competing responsibilities and meet deadlines.
Excellent attention to detail and commitment to maintaining accurate documentation.
Strong written and verbal communication skills and ability to work effectively with clients and lending partners.
Sound judgment, analytical thinking, and problem-solving skills.
Ability to work independently while coordinating effectively with others throughout the lending process.

Nice To Haves

Bachelor's degree or additional coursework in banking, finance, or lending.

Responsibilities

Support approximately 2–3 lenders with loan-processing activities and clear communication throughout the lending process.
Monitor loan pipelines, upcoming maturities, uninsured items, and past-due reports to facilitate timely follow-up.
Organize processing priorities to meet transaction deadlines and client service expectations.
Gather and organize borrower materials, including income documentation, credit reports, and identification.
Update loan-processing systems with complete and accurate borrower and transaction information.
Arrange title searches, UCC searches, appraisals, and flood certifications as required.
Coordinate closing activities with lenders, attorneys, insurance agents, and clients.
Initiate authorized disbursements of closing funds and loan proceeds by check or wire, as appropriate.
Review closed and funded loans for documentation completeness and accurate, timely booking.
Obtain outstanding post-closing materials from settlement agents, recording offices, and title insurance agencies.
Track collateral documentation and post-closing exceptions, and provide regular updates on outstanding items.
Respond promptly and professionally to client inquiries and requests for information.
Identify processing discrepancies and assist with resolving issues that could affect loan completion or documentation accuracy.
Protect confidential information and ensure loan documents receive necessary reviews and approvals.
Maintain working knowledge of lending regulations, documentation requirements, and internal policies and procedures.
Follow applicable compliance, security, fraud-prevention, and client-asset protection requirements.
Provide backup coverage for other Loan Assistants when needed.
Complete required training and participate in professional-development and community activities, as applicable.
Travel as required for lender or client meetings, team meetings, professional development, site visits, and other business needs.