Lending Assistant

Principal Objective

Perform typical administrative duties for Commercial Bankers, including high-level customer service for lending customers, coordination between departments within the bank, and general clerical functions.

Key Accountabilities

• Cook up loan closings and prepare closing documents for new loans and modified transactions.
• Prepare loan setup forms working closely with loan servicing.
• Prepare and maintain a working knowledge of legal documents and amendments for documented loans.
• Maintain in-process and existing credit files, collaborating with credit analysts, portfolio managers, and lenders.
• Prepare loan advances for existing loans.
• Carry out research for lenders using the bank's database and loan files, and update various reports.
• Prepare commitment letters, term sheets, and other correspondence as needed.
• Review loans for compliance with policy and procedures.
• Order credit reports, flood certificates, and perform OFAC checks.
• Perform certain office manager duties, such as ordering supplies and scheduling the conference room.
• Contribute to administrative support for lending staff, including preparing loan presentations for Management and Executive Credit Committees.

Requirements

Excellent computer skills and business writing skills are essential. A minimum of three (3) years of experience in Commercial Lending, Loan/Deposit Operations, and an associates degree or equivalent relevant experience are required.

Skills & Knowledge

• Outstanding organizational skills.
• Computer proficiency including Word, Excel, and Access.

Benefits

Actual compensation within the pay range will be determined based on factors including, but not limited to, skills, prior relevant experience, and specific work location.

Pay

$21.55 - $36.63 per hour

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