Summary

The Commercial Loan Assistant II provides support to the Bankers and Lending Department with the preparation of loan documents, funding process, credit file maintenance and loan closing process. This position is responsible for providing an excellent client experience to prospects and client and is responsible for problem solving, issue investigation and resolution. The Commercial Loan Assistant II acts as a gatekeeper to the Bankers. Responsible for ensuring the accuracy and uniformity of all legal and loan documents and minimizes the risk of loss to the Bank. This position ensures that all loans are closed and maintained in accordance with state and federal regulations and adheres to Bank policies and guidelines.

Specific Job Functions

• Provides support to the Bankers and staff including updating loan data and assembling proper documentation for client loans.
• Ensures that loan files contain proper documentation, signatures, and other relevant data.
• Assembles and verifies accuracy of loan documentation.
• Provides customer service by answering phone and written inquiries regarding loan information.
• Actively refers leads on loans, brokerage, and other services to appropriate specialist.
• Responsible for facilitating loan closing process.
• Assist in the timely obtaining of all tracked/required information required from clients and regularly reviews documents exception reports to insure timely elimination of items.
• Participates and completes Sales, Service, and Compliance and Product trainings.
• Represents the bank in community affairs or civic organizations.

Minimum Job Requirements

• High School diploma or equivalent is required.
• Associates or Bachelor’s degree is preferred.
• Two (2) years of commercial, business, or small business loan experience required.
• Two (2) years of banking or administrative experience required.
• Two (2) years of loan documentation is required.
• Must have immediate knowledge of loan documentation and operation.
• Must have good interpersonal and communication skills.
• Must have working knowledge of computer skills to include Microsoft Suite.
• Must have good organization and time management skills.
• Must have good understanding of banking products and services.

Equal Opportunity Employer/Veterans/Disabled