Lending Assistant

About the Role

The Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties, helps prepare loan documentation, and may assist credit analysts with financial spreadsheet functions.

Responsibilities

• Perform a wide variety of administrative tasks, often for assigned Market President and/or Commercial Lender, including gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, and UCC filings and terminations.
• Prepare and review loan documentation for accuracy and compliance using Commercial Connect; coordinate with outside counsel in loan documentation preparation if needed.
• Uphold the highest level of client service expectations; handle requests from customers including advances on lines of credit, pay-outs, account transfers, and resolve customer issues as needed.
• Perform various data analysis in support of client lending activities.
• Assist with loan disbursements and Market Meetings as needed.
• Enter and maintain client data into the Commercial Connect and Sales Management system.
• Clear loan exceptions and financial reporting as needed.
• Order appraisals and pull financial reports for customers, ensuring timely distribution.
• Generate officer reports, monitor overdrafts, clear past dues, balance G/L accounts, monitor collateral, order supplies, verify and initiate wires and checks (per authorized limit).
• Coordinate materials for presentations, set up sales calls, maintain a list of prospective clients, and join sales calls as needed.
• Complete other projects and duties as assigned.

Requirements

• High School Diploma or equivalent required.
• Minimum two (2) years of previous experience working in the Banking industry required.
• Proficiency in Microsoft Office Products required.
• Ability to successfully complete systems training within 90 days required.

Skills

• Strong verbal and written communication skills.
• Ability to demonstrate strong customer service, multi-tasking, and flexibility.
• Ability to work in a fast-paced environment.
• Customer service orientation.
• Interpersonal skills.
• Dependability.
• Task management.

Essential Functions

• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within the organization.
• Ability to visually view, observe, perceive, identify, and translate data.

Pay

In Hagerstown, MD, the expected base pay and salary range for this role is $42,369–$67,791. Placement within the range will be determined on an individualized basis commensurate with experience and skills. Your base salary may be subject to an annual merit increase based on performance.

Benefits

• Eligibility for cash bonuses, long-term incentives, commissions, and other United Bank-sponsored benefit programs.
• Professional and personal development opportunities, including career advancement, job and industry trainings, wellness initiatives, mentoring, and leadership programs.