Commercial Loan Support Specialist

2 weeks ago


Homewood, Alabama, United States Avadian Credit Union Full time

Position Overview:

The Commercial Lending Assistant plays a vital role in supporting the leadership of Commercial and Business Services, including the Vice President, Commercial Lending Manager, and Business Loan Officers.

Key Responsibilities:

  • Provide comprehensive administrative support to the management team and loan officers as required.
  • Collect and verify necessary information to facilitate the processing of transactions and requests, ensuring accuracy in loan applications and closing documents.
  • Assist in drafting loan approval memos for new and renewal requests, including the procurement of credit reports.
  • Maintain up-to-date knowledge of lending policies, procedures, and regulations, identifying any exceptions and reporting them to management.
  • Prepare monthly reports for the board and develop structured Excel spreadsheets for data reporting. Create Helpdesk tickets for any necessary corrections.
  • Gather financial documents from clients for initial credit assessments and draft necessary correspondence and agreements.
  • Coordinate construction inspections and manage the funding process for construction draw requests, adhering to established criteria.
  • Disburse loan funds as required, including preparing cashier's checks and initiating wire transfers for loan closings.
  • Assist loan officers with overdue and maturing loans, ensuring timely follow-up.
  • Review exception reports for loan officers and assist in resolving outstanding items.
  • Perform additional duties as assigned.

Qualifications:

Essential Skills:

  • Proficient in Microsoft Office Suite, particularly Word, Excel, and PowerPoint, with the ability to create and manage complex spreadsheets.
  • Detail-oriented with strong organizational skills and a commitment to accuracy and quality.
  • Effective time management skills with the ability to handle multiple tasks simultaneously.

Experience: A minimum of three to five years in a similar role, with a background in commercial compliance or loan assistance being advantageous. Familiarity with mortgage loan processes is preferred.

Education: An Associate's degree or equivalent professional experience in commercial or business lending is preferred.

Equal Opportunity Employer: Avadian Credit Union is committed to providing equal employment opportunities.



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