Commercial Loan Assistant

About the role

To assist loan officers with the servicing and closing of commercial and consumer loans.

Responsibilities

• Assist loan officers as necessary with all aspects of loan closings.
• Engage appraisers and attorneys.
• Coordinate loan closing with attorneys.
• Process loan payments and other entries related to loan closings and customer servicing.
• Handle incoming customer calls regarding servicing on accounts.
• Assist in clearing exceptions and collecting past due accounts.
• Check NSF items for accounts assigned to loan officers.
• Perform other duties and special projects as needed.
• Work with the loan documentation department to coordinate and prepare loan documents for closing.
• Gather required documentation to facilitate loan closings (i.e., tax records, insurance).

Requirements

• High school diploma required; 2-year associate’s or college degree preferred.
• 2+ years of loan processing experience required.
• Familiarity with loan program guidelines.
• Knowledge of consumer, commercial, and real estate loans, regulations, procedures, and documentation.
• Proficiency with personal computers, Windows, Word, Excel, and Laser-Pro.
• Detail-oriented, accurate, and reliable.
• Ability to perform multi-tasks and meet deadlines.
• Ability to work in a fast-paced environment.
• Self-motivated and works well as part of a team.

Essential Mental & Physical Requirements

• Ability to travel if required to perform essential job functions.
• Ability to work under stress and meet deadlines.
• Ability to read and interpret documents if required to perform essential job functions.
• Prolonged periods of sitting at a desk and working on a computer may be required.
• Ability to lift, move, or carry approximately 15 pounds if required to perform essential job functions (accommodations available if needed).