Senior Lending Assistant (Full Time) - SB Pasadena

Position Purpose

Under limited supervision, provides advanced support to Commercial Loan Officers by performing varied administrative duties related to commercial lending. Possesses 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, and provides executive‑assistant support for calendar coordination, meeting scheduling, and management reporting.

Essential Functions and Duties

• 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, assisting loan officers in handling loans.
• Operates with no credit authority; obtains financial data and provides customer service on approved lines of credit, equipment financing, and other loan products.
• Communicates consistently with clients, follows up on loan requests, and delivers additional customer service as required.
• Coordinates daily workflow to ensure loans remain in conformity with terms and maintains appropriate files and records for loan documents.
• Organizes and schedules loan closings; gathers credit and loan information from customers to complete loan transactions.
• Prepares and drafts necessary loan documents and agreements; coordinates loan packages and documentation for customer signatures.
• Examines loan terms, interest rates, and funding timelines to meet established deadlines.
• Develops and prepares reports and records relating to commercial loans as required.
• Coordinates workflow with related departments and handles marketing initiatives.
• Provides routine platform services such as approving checks for cashing and addressing customer problems.
• Performs all other duties as needed or required.

Qualifications

• Education/Certification: High School Diploma or GED.
• Experience: Minimum of 5 years as a Commercial Administrative Loan Assistant with heavy emphasis on all phases of commercial lending; SBA lending experience a plus.

Skills and Abilities

• Excellent organizational skills, high energy, detail‑oriented, and ability to multitask.
• Ability to read and interpret safety rules, operating and maintenance instructions, and procedure manuals.
• Proficient in writing routine reports and correspondence.
• Effective public speaking and presentation skills; ability to speak before groups of customers or employees.
• Strong written and verbal communication skills; ability to maintain confidentiality and instill trust.
• Capability to calculate discounts, interest, and other financial figures; solve practical problems with limited standardization.
• Ability to interpret written, oral, diagram, or schedule instructions and make appropriate judgments with limited guidance.
• Proficiency with Microsoft Office (Word, Excel, Teams, PowerPoint).

Physical Requirements

• Average hearing – able to hear normal conversations and receive ordinary information.
• Repetitive motion – frequent use of wrists, hands, and/or fingers.
• Average visual acuity – necessary to prepare or inspect documents.
• Sedentary work – sitting most of the time; occasional exertion of up to 10 lb of force.

Working Conditions

Typical office environment with no hazardous or significantly unpleasant conditions.

Reasoning and Cognitive Requirements

• Ability to apply logical or scientific thinking to define problems, collect data, establish facts, and draw conclusions.
• Capability to interpret technical instructions and manage multiple variables.
• Mathematics ability – compute discounts, interest, profit, loss, commissions, ratios, proportions, percentages, and perform simple algebra.
• Language ability – read periodicals, journals, manuals, dictionaries, thesauruses, and encyclopedias.