Senior Lending Assistant (Full Time) - SB Galleria

About the role

Under limited supervision, provides advanced support to Commercial Loan Officers by performing varied administrative duties related to commercial lending. Has a thorough understanding of complex loan requirements and assists in the preparation of all types of loan packages. Serves as a liaison between lenders, internal business partners and customers.

Responsibilities

• Participates with and assists loan officers on commercial and real estate loans
• Coordinates with title companies on real estate loans
• Provides administrative and operational support within the commercial loan function; assists loan officers in handling loans
• Obtains financial data and provides customer service on approved lines of credit, equipment, financing loans, etc.
• Follows up and communicates consistently with clients, and provides other customer service as required
• Coordinates the daily workflow in and out of the area to ensure that current loans are in complete conformity with terms
• Establishes and maintains appropriate files and records for loan documents
• Provides information necessary for loan preparation
• Organizes and schedules loan closings
• Gathers credit and loan information from customers to complete request for loan transactions
• Coordinates loan packages and documentation for customers’ signature
• Examines loan terms, interest rates and funded within established time frames
• Assures the accurate, efficient, and timely processing of activities in these areas through proper planning and scheduling
• Develops and prepares reports and records relating commercial loans as required
• Coordinates the workflow with related departments
• Drafts necessary documents and agreements
• Provides customers with routine platform services, such as approving checks for cashing or handling customer problems
• Handles marketing initiatives

Qualifications

A minimum of 5-years Commercial Administrative Loan Assistant experience with heavy emphasis in all phases of commercial lending is required. SBA lending experience a plus. High School Diploma or GED.

Skills

• Excellent organizational skills, the ability to multi-task, high energy, and be detail oriented
• Ability to read and interpret documents such as safety rules, operating and maintenance instructions, and procedure manuals
• Ability to write routine reports and correspondence
• Ability to speak effectively before groups of customers or employees of organization
• Ability to calculate figures and amounts such as discounts and interest
• Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists
• Strong public speaking and presentation skills
• Excellent written and verbal communications skills
• Ability to maintain confidentiality and instill trust within the organization
• Proficient in a Microsoft environment using: Word, Excel, Teams, and PowerPoint

Schedule

Monday - Friday: 8:00AM - 5:00PM, 40 hours a week