Commercial Loan Administrative Assistant

ESSENTIAL DUTIES and RESPONSIBILITIES

• Prepare proposal and commitment letter
• Aid in scheduling appointments and maintaining the calendar as needed
• Create loan documents using Laser Pro Software or coordinate with outside legal counsel
• File signed documents (mortgages, UCC, etc.) and process disbursement requests; forward completed loan packages to Commercial Loan Servicing for booking on the system
• Follow up on document and financial exceptions as needed
• Contribute to month-end reporting as requested
• Maintain oversight of delinquencies and notify the Reporting Manager of those that will be 30 days or longer delinquent at month’s end
• Monitor daily non-sufficient fund (NSF) transactions
• Support loan portfolio reviews
• Assist with delinquency collection, matured loans, and other account maintenance
• Address and resolve customer and branch service issues, including loan and deposit inquiries, by researching and collaborating with relevant bank areas to resolve problems
• Participate in client calls as appropriate
• Manage departmental supplies and support office equipment
• Coordinate the ordering of appraisals, title work, flood searches, and other tasks as needed
• Daily monitor the loan maturity forecast report
• Complete all mandatory and elective training, including BSA (Bank Secrecy Act) and Anti-Money laundering procedures
• Maintain compliance with all appropriate rules and regulations

EDUCATION AND EXPERIENCE

• High School diploma or General Education degree (GED)
• NMLS certification may be required (or obtained upon hire)
• Minimum of three (3) years administrative support experience in a lending department; Commercial lending concept and loan documentation preferred
• Knowledge of Word, Excel, Internet navigation/research, and Outlook is expected