Commercial Loan Assistant

Essential Duties And Accountabilities

• Prepare, obtain, and assemble documentation for commercial, consumer, and real estate loans in accordance with underwriting guidelines and established policies.
• Review loan files for accuracy and completeness, ensuring all required signatures, dates, legal descriptions, and supporting documentation are obtained prior to closing.
• Enter and maintain loan information within the bank's lending systems and databases.
• Respond to customer and internal inquiries regarding loan status, documentation requirements, and loan processing.
• Research and gather information necessary to facilitate loan closings and ongoing loan administration.
• Monitor and resolve loan exceptions, documentation deficiencies, and follow-up items for lending staff.
• Perform notary services for loan documents and other bank-related documents as authorized and commissioned.
• Provide administrative and clerical support to Commercial Loan Officers and lending staff to promote efficient loan operations.
• Perform other duties as assigned or as needed.

Compliance

Comply with all applicable banking regulations, including Bank Secrecy Act requirements and information security standards.