Commercial Lending Assistant

About the role

Be the Guide for Life’s Big Decisions
Imagine sitting across from a family ready to buy their first home or a business owner planning to expand. In a Lending role at Wilson Bank & Trust, you’re more than a banker—you’re a trusted friend who helps turn dreams into reality. Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business.

Responsibilities

• Provide administrative and operational support for the commercial lending team within a designated region
• Aid customers with the loan application process to include collecting required documentation and facilitating completeness and accuracy
• Respond to customer issues or concerns, recognizing when escalation is needed to improve the customer experience
• Organize and maintain loan documentation, verifying files are complete, current, and compliant with regulatory requirements, internal policies and industry best practices
• Collaborate with underwriters, processors, and lenders to confirm requirements for loan approval are met
• Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams, maintaining effective communication throughout the loan process
• Manage appointment schedules for lenders and assist in coordinating meetings and loan closings
• Generate and maintain reports to monitor the status of loan applications, identify potential issues, and support decision making
• Collaborate with lenders on contacting past-due customers to assist in facilitating payments and resolving delinquencies
• Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
• Attend training as requested
• Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
• Participate in outside community activities as required
• Perform other duties as assigned

Requirements

• High School diploma or GED
• 1 year of previous banking experience preferred
• Knowledge of lending regulations, compliance and industry best practices preferred
• Proficient with Microsoft Office and other standard software applications
• Ability to obtain and maintain a current Notary Public license for document notarization
• Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
• Effective verbal and written communication skills
• Excellent interpersonal skills
• Analytical ability
• Critical thinking and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations
• Maintain confidentiality discretion
• Ability to effectively work in collaboration with others to achieve business objectives
• Willing to grow and be challenged

Qualifications

• High School diploma or GED
• 1 year of previous banking experience preferred
• Knowledge of lending regulations, compliance and industry best practices preferred
• Proficient with Microsoft Office and other standard software applications
• Ability to obtain and maintain a current Notary Public license for document notarization
• Ability to work on multiple projects simultaneously while accomplishing daily tasks and meeting deadlines
• Effective verbal and written communication skills
• Excellent interpersonal skills
• Analytical ability
• Critical thinking and problem-solving skills
• High standards for integrity, honesty, professionalism, and work ethic
• Commitment to service excellence
• Ability to work independently while demonstrating excellent organization and follow through
• Demonstrate flexible and efficient time management and ability to prioritize workload
• Ability and willingness to work with purpose and a strong sense of urgency
• Self-motivated, positive, and enthusiastic
• Self-starter with a strong desire to exceed expectations
• Maintain confidentiality discretion
• Ability to effectively work in collaboration with others to achieve business objectives
• Willing to grow and be challenged

Skills

• Strong organizational and attention to detail skills
• Excellent communication and interpersonal skills
• Proficiency with Microsoft Office and other standard software applications
• Ability to manage multiple tasks and meet deadlines
• Customer service orientation
• Problem-solving and analytical skills
• Ability to work independently and as part of a team
• Notary Public license (preferred)

Benefits

We believe success should be acknowledged and celebrated. That’s why we offer an all-inclusive total compensation package, including generous ATO, personal days, sick time, along with unique offerings such as the ability to combine accrued time with short-term disability for 100% pay, and more. Our Employee Assistance Program and Employee Care Fund provide additional support when you need it most. We celebrate achievements through peer-nominated award ceremonies and an interactive digital rewards platform, ensuring employees’ contributions are recognized companywide.

Pay

Wilson Bank & Trust offers competitive compensation and benefits packages designed to attract and retain top talent. Salary range for this position is $45,000 - $60,000 annually, depending on experience and qualifications.

Schedule

The Commercial Lending Assistant I position is full-time, Monday through Friday, with occasional evening and weekend work as needed.