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.

Tagged as: account

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