Commercial Loan Associate
About The Position
This position provides support to the Commercial Banking Group by assisting with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external customer needs. Duties include, but are not limited to; Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan fundings, ordering title reposts, UCC filings, and various inquires Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering of financial information Prepare various monthly activity monitoring reports Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions Other duties and projects as assigned
Requirements
- A minimum of three years of loan processing or loan servicing experience in a similar financial environment
- High school diploma or equivalent required with some college business courses preferred
- Excellent customer service skills
- Excellent written and oral communication skills
- Excellent computer skills
- Working knowledge of commercial loan documentation is required.
Nice To Haves
- some college business courses preferred
Responsibilities
- Assist customers with lending related activities, such as but not limited to: loan closings, preparation of loan documents, loan fundings, ordering title reposts, UCC filings, and various inquires
- Assist customers with deposit related activities, such as but not limited to: opening of new accounts, wire transfers, account transfers, exception item processing, and various inquires
- Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files and gathering of financial information
- Prepare various monthly activity monitoring reports
- Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions
- Other duties and projects as assigned
Benefits
- The bank offers a comprehensive benefits package including medical, dental, and vision coverage; paid holidays, vacation, and sick leave; and 401(K) plan.
- Hours of paid leave may vary based on position.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
