Role OverviewThe Commercial Loan Assistant is responsible for documenting collections, closing and handling loan payments and advances, telephone and personal interaction with customers and third-party vendors to accommodate banking needs and solve problems. The position is responsible for accurate and timely loan preparation, servicing, and maintenance of commercial loan portfolios.
What You Will Do
Correspond with applicants to gather financial information for the loan approval process, order preliminary title work, UCC searches, Flood Certificates, environmental reports, Credit Reports, and all other necessary data. Assist Commercial Loan Officers in managing portfolios and administrative tasks as assigned.
Why It Might Be a Fit
The opportunity has a generous salary of up to $80K and a benefits package. The Commercial Loan Assistant is responsible for working directly with Commercial Loan Officers, Treasury Management, and other team members to effectively grow portfolio revenue by presenting financial solutions to customers.
Requirements
- Bachelor’s degree preferred; experience in loan operations and loan closings considered in lieu of degree
- Proficient in office skills as well as Microsoft Word and Excel
- Ability to effectively communicate with customers with a high level of professionalism and integrity, as well as strong interpersonal communication skills
- Ability to multitask, utilize time management to meet deadlines, and work independently
- Excellent customer service, listening, and communication skills
- Detail-oriented and able to work well under stress and/or deadlines
- Attendance and punctuality are essential in the functionality of this position
Benefits
- Generous salary of up to $80K
- Benefits package
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