Commercial Lending Support Specialist

2 weeks ago


Lexington, Kentucky, United States Community Trust Bank Full time


POSITION SUMMARY
The Commercial Loan Officer Assistant II plays a vital role in supporting the commercial lending team by managing various administrative and documentation tasks essential for loan processing and customer service.

KEY RESPONSIBILITIES
  • Draft and finalize a variety of commercial loan documents, including those required for SBA Loans, to facilitate loan closings.
  • Prepare and issue Letters of Credit as needed.
  • Manage post-closing activities, including the preparation of loans for setup, document recording, and ordering final title opinions.
  • Provide training and guidance to junior loan officer assistants, including assisting with LaserPro training sessions.
  • Transcribe dictation and compile comprehensive packages for the Loan Committee review.
  • Handle incoming calls, welcome clients, and manage mail distribution.
  • Copy and disseminate various reports as required.
  • Request credit reports, flood certifications, and other necessary documentation.
  • Draft and manage correspondence effectively.
  • Ensure compliance with all relevant government regulations and internal policies throughout all tasks.
  • Perform additional duties as assigned within the department.
SKILLS AND QUALIFICATIONS
  • Typically requires one year of post-secondary education in specialized areas such as accounting, business administration, or banking, as evidenced by a standard AIB certificate.
  • Proficient in PC applications, particularly Microsoft Word and Excel, along with other relevant software.
  • Strong verbal and written communication skills, with the ability to engage effectively with high-profile commercial loan clients.
  • Exceptional organizational abilities.
  • Capability to operate standard office equipment.
  • Valid driver's license is required.
  • Physical ability to lift and transport various files.
  • Proficient typing skills from transcribed dictation.
WORK ENVIRONMENT
  • Standard office environment.
  • Work is characterized by time-sensitive tasks and strict deadlines.
The above outlines the general nature and level of work expected from individuals in this role. It is not intended to be an exhaustive list of all responsibilities, duties, and skills required for this position.

SCREENING REQUIREMENTS
Candidates may undergo various screenings, including credit checks, drug testing, and criminal background checks.

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