Commercial Loan Assistant II
2 weeks ago
JOB RESPONSIBILITIES
- Collaborate with Commercial Lending team to facilitate the request for preparation of loan documents from operations
- Gather and obtain required documentation for commercial loans
- Perform administrative due diligence in the commercial loan origination process (including lien searches, name verifications, etc.)
- Research and resolve loan issues promptly and professionally. This requires a detailed knowledge and adherence to commercial loan procedures and policies
- Ensure loans are accurately tracked on bank systems by thoroughly understanding system coding
- Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met
- Perform/Request maintenance for commercial loans when requested
- Manage multiple priorities in a fast-paced environment, utilizing organizational and time management skills
- Exercise increased independent judgment when completing above responsibilities
- Coordinate all loan closings with the assigned lender/s and be able to independently close loans for customers in lender's absence
- Assist Loan Assistant Supervisor to provide training to and direct workflow of Commercial Loan Assistant I associates
- Maintain awareness of and adherence to Bank's compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
- Deliver a consistent, high level of service within our Serving More standards
- Other duties as assigned
COMPETENCIES
- Interpersonal/Customer Service Skills
- Written and Verbal Communication
- Ability to understand and follow directions
- Adaptable to change
- Basic Computer Skills
- Organizational Skills/Detail Oriented
- Able to Multi-Task or Juggle Priorities
- Technical Expertise
- Ability to work as part of a team
SCHEDULE
Typical office hours are Monday-Friday 8a-5p. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status.
A flexible work arrangement is available for this position. The position will require some scheduled onsite hours. Please speak to the hiring manager for more information.
EDUCATION - CERTIFICATIONS - WORK EXPERIENCE
High School diploma or equivalent required
2-4 years related work experience preferred; knowledge of commercial loans
PHYSICAL REQUIREMENTS
This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.
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