Commercial Loan Assistant I

Summary

The Commercial Loan Assistant I provides support to the Bankers and Lending Department with the preparation of loan documents, funding process, and credit file maintenance. This position is responsible for providing an excellent client experience to prospects and client and is responsible for problem solving, issue investigation and resolution. The Commercial Loan Assistant I acts as a gatekeeper to the Bankers. Responsible for ensuring the accuracy and uniformity of all legal and loan documents and minimizes the risk of loss to the Bank. This position ensures that all loans are closed and maintained in accordance with state and federal regulations and adheres to Bank policies and guidelines.

Specific Job Functions

• Provides support to the Bankers and staff including updating loan data and assembling proper documentation for client loans.
• Ensures that loan files contain proper documentation, signatures, and other relevant data.
• Assembles and verifies accuracy of loan documentation.
• Provides customer service by answering phone and written inquiries regarding loan information.
• Actively refers leads on loans, brokerage, and other services to appropriate specialist.
• Participates and completes Sales, Service, and Compliance and Product trainings.
• Represents the bank in community affairs or civic organizations.

Minimum Job Requirements

• High School diploma or equivalent is required.
• Associates or Bachelor’s degree is preferred.
• Six (6) months of commercial, business or small business loan experience required.
• Six (6) months of banking or administrative experience is required.
• Must have basic knowledge of loan documentation and operation.
• Must have good interpersonal and communication skills.
• Must have working knowledge of computer skills to include Microsoft Suite.
• Must have good organization and time management skills.
• Must have good understanding of banking products and services.

Equal Opportunity Employer/Veterans/Disabled