Commercial Loan Operations Assistant

About the role

Assist with consumer and commercial loans in compliance with financial institution policies and procedures. Input and update loan data into financial institution computer system; assemble and verify loan documents for accuracy.

Responsibilities

• Provide administrative assistance to the loan officer and staff, including updating loan data or inputting loans into the system as needed, and assembling of loan documentation
• Ensure loan files contain documents with proper signature, dates, and other relevant data
• Assemble and verify accuracy of loan documentation
• Check documents for proper vesting, legal descriptions, closing dates, and signatures
• Perform variety of clerical duties requiring knowledge of departmental procedures and use office computers for data input and other activities
• Order credit reports
• Answer customer inquiries
• Be familiar with bank products and services and look for opportunities to develop new customer relationships and strengthen existing customer relationships using United’s need-based sales approach
• Aid in resolving loan exceptions
• Create and/or verify wire transfers
• Assist other departments on a temporary basis as needed during peak hours

Requirements

• High School diploma or equivalent
• Minimum of 1 year experience in a financial organization preferred
• Experience in commercial and consumer lending preferred
• Successful completion of in-house training program or approved external training program
• Good interpersonal communication and organizational skills
• Proficient keyboarding skills
• Proficient in Microsoft office programs
• Good understanding of financial institution products and services and procedures pertaining to loan operations and compliance
• Attention to detail
• Participate in all required compliance training, including Bank Secrecy Act/anti-money laundering training, as well as internal and external training programs, online training, meetings, and seminars/conferences, etc.

Conditions of Employment

• Must be able to pass a criminal background & credit check
• This is a full-time, non-remote position
• FLSA Status: Non-Exempt