Private Bank Lending Assistant

About the role

Provides support to the lending group by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal and external customer needs.

Responsibilities

• Assist Private Bank customers with lending-related activities, such as loan closings, preparation of loan documents, loan fundings, ordering title reports, UCC filings, and various inquiries.
• Assist Private Bank customers with deposit-related activities, such as wire transfers, account transfers, and various inquiries.
• Assist Private Bankers with administrative responsibilities, including phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files, and gathering financial information.
• Handle loan application input, ordering appraisals, opening title and escrow, and requesting background checks and credit reports.
• Prepare various monthly activity monitoring reports.
• Interact with customers and bank officers to collect documents and financial information as reflected in exceptions.
• Perform other duties and projects as assigned.

Requirements

• Three years of loan processing or loan servicing experience in a similar financial environment.
• High school diploma or equivalent required; some college business coursework preferred.
• Bachelor’s degree desired.
• Excellent customer service skills.
• General knowledge of bank processes.
• Excellent written and oral communication skills.
• Strong PC skills.
• Working knowledge of commercial loan documentation is required.