The Commercial Loan Assistant supports commercial loan officers in the preparation, processing, and servicing of commercial loans. This role involves interacting with customers, preparing documentation, maintaining loan files, and ensuring all loan activities comply with bank policies and regulatory requirements.
Key Responsibilities:
Assist lenders with collecting financial documentation and completing loan applications. Prepare loan documentation for new and renewed commercial loans. Coordinate loan closings with customers, attorneys, and title companies. Monitor loan ticklers and follow up on missing or expiring documents. Input and maintain accurate loan data in bank systems. Assist with ongoing loan servicing, including payments, advances, and payoffs. Respond to customer inquiries and provide excellent service. Ensure compliance with internal policies, procedures, and applicable regulations. Perform general administrative duties such as filing, scanning, and preparing correspondence. Complete other duties as assigned. Education and Experience High school diploma or equivalent required; college degree preferred. Prior experience in banking, lending, or loan operations preferred. Strong attention to detail and organizational skills. Excellent verbal and written communication abilities. Proficiency with Microsoft Office and banking systems. Ability to work independently, think critically and manage multiple priorities. Additional Information This job description is not intended to be an exhaustive list of duties, responsibilities, or qualifications. Employees may be required to perform other job-related duties as assigned. Duties and responsibilities may change at any time based on business needs.
Pay:
$50,000.00 - $65,000.00 per year
Benefits:
401(k) matching Dental insurance Employee discount Flexible schedule Flexible spending account Health insurance Life insurance Paid time off Parental leave Tuition reimbursement Vision insurance