Commercial Banking - Commercial Lending Assistant

About the role

This position provides administrative and operational support for an assigned team of Commercial Lenders. Key responsibilities include maintaining confidentiality, providing customer service, preparing loan documentation, and assisting with loan processing.

Responsibilities

• Gather financial and loan data requirements
• Prepare electronic loan file documentation
• Conduct research and coordinate services with internal business units and third-party providers
• Prepare memos, correspondence, and other documents as necessary
• Communicate with borrowers to obtain required personal and financial items
• Input borrower and loan details into various platforms
• Order third-party services and verifications
• Track loan progress to ensure deadlines are met
• Navigate bank systems to provide customers with account-specific details and assist in processing financial transfers, transactions, and loan payments
• Facilitate management and tracking of Commercial and Residential Construction projects to ensure compliance and timely availability of funds
• Review loan documents for accuracy
• Review loan files to ensure completeness and proper collateral securing
• Perform special projects as requested
• Complete unplanned tasks with quick turnaround and accurate delivery
• Collaborate with other staff to complete high-priority assignments and coordinate work efforts
• Navigate multiple computer systems, applications, and utilize search tools to find information
• Adhere to all bank policies and procedures, federal and state employment laws and regulations

Requirements

• High school diploma or equivalent
• 1+ years of financial services experience
• 2+ years of customer service or sales experience
• Strong multi-tasking abilities to meet aggressive deadlines
• Knowledge and understanding of loan documentation
• Extreme level of confidentiality
• Customer/Client Focus
• High level of honesty and integrity

Qualifications

• Bachelor’s degree in finance or accounting preferred
• Superior verbal and written communication skills
• Organizing and prioritizing skills
• Decision-making and problem-solving skills
• Good judgment and ability to resolve issues and conflicts
• Ability to work independently and as part of a team
• Time management and personal effectiveness
• Stress management and composure
• Articulate and thorough
• Strong attention to detail and accuracy with effective follow-up
• Lending support experience
• Strong Microsoft Excel, Word, and Outlook skills

Skills

• Bachelor’s degree in finance or accounting
• Superior verbal and written communication
• Organizing and prioritizing skills
• Decision-making and problem-solving skills
• Good judgment and ability to resolve issues and conflicts
• Ability to work independently and as part of a team
• Time management and personal effectiveness
• Stress management and composure
• Articulate and thorough
• Strong attention to detail and accuracy with effective follow-up
• Lending support experience
• Strong Microsoft Excel, Word, and Outlook skills

Benefits

• Insurance
• 401(k)
• Associate stock purchase program
• Paid time off
• Associate banking perks