Lending Assistant

Primary Duties & Responsibilities

• Execute and manage pre-closing tasks and post-closing tasks of agricultural lending, including ordering title, appraisals, survey, flood certifications, lien verification with appropriate agencies; loan documentation review with system reconciliation to ensure data integrity.
• Collect, review, and analyze various financial documents for loan requests, including financial statements and tax returns.
• Coordinate loan processing activities, working with the loan operations team to ensure loans are closed and loaded in the system accurately and in a timely manner.
• Review loan documents as prepared by outside counsel and coordinate loan closings.
• Partner with lenders to efficiently process draw approvals and wires, and other funding methods.
• Ensure loan documents and files are imaged properly and in a timely manner.
• Partner with lenders to monitor past due loans, maturing loans, insurance policies, and clear technical exceptions; record mortgages and related documents timely.
• Ensure compliance with loan policy, regulations, and procedures.
• Effectively manage customer communications (verbal and written), problem resolution, and provide excellent customer service.
• Maintain inventory and supply chain operations for the department.
• Support business development activities.
• Collaborate professionally to achieve team and individual objectives.
• Display high motivation, adaptability, and flexibility.

Qualifications

• Bachelor's degree in Business Administration, Finance, Accounting, or related field.
• Minimum 2 years of experience in a similar role, preferably in agricultural lending or banking.
• Strong knowledge of loan policies, regulations, and procedures.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Excellent communication and interpersonal skills.
• Ability to manage multiple tasks and prioritize effectively.