Commercial Lending Assistant

Support Activities

• Prepare credit reports and loan document/packages
• Gather information on existing loan relationships
• Review loan documents
• Book/close loans
• Identify and order documentation required to process commercial loan requests
• Track and ensure receipt of appropriate documents/reports
• Prepare and maintain loan transaction files
• Aid in maintaining customer credit files
• Ensure completeness and accuracy of credit and transaction files
• Cook up with the Loan Servicing and Deposit Operations Departments
• Manage compliance reporting
• Aid commercial loan officers in addressing customer inquiries and servicing requests

Required Skills & Abilities

• Excellent verbal and written communication skills
• Exceptional organizational skills and strong attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Ability to work independently to achieve goals and objectives
• Proficient with Microsoft Office Suite or related software

Education & Experience

• High School Diploma or GED is required
• 2 years administrative/support role experience required
• 3 years of banking experience as a lending assistant or administrative/support role preferred

Physical Requirements

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness
• Ability to lift up to 25 pounds
• Ability to communicate in person, through email or via telephone with customers and staff members
• Ability to sit or stand for an extended period
• Specific vision abilities required by this job may include close vision and the ability to adjust focus
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions