What are the responsibilities and job description for the Commercial Lending Assistant position at CREATE CREDIT UNION?
Duties and Responsibilities
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- Obtain and review preliminary title reports, organizational documents and all pertinent documentation associated with closing commercial loans.
- Document and close new and renewal loan requests
- Process loan payments and advances.
- Build/organize commercial loan files.
- Track/update ticklers/covenants for commercial loans.
- Assist Commercial Loan Officers and Asst. Commercial Loan Officers with duties.
- Obtain pertinent daily and monthly reports for department.
- Assist members/department with opening depository accounts including on-line access, remote deposits, ACH transactions etc...
- Maintaining collateral files such as extending UCC's and recording deed of trust, etc.
- Ordering of third-party documents such as, but not limited to flood certifications, preliminary title reports, credit reports, NADA reports, Carfax, etc.
- Build and create commercial loan documents using Lazer Pro.
- Board commercial loans onto the Credit Union’s core system.
- Other Duties as assigned
Required Skills
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- Strong understanding of commercial loan products, class codes, loan terms, purpose codes, collateral codes, and related commercial lending terminology.
- Good communication skills
- Good computer skills (Word, Excel, DNA, Lazer Pro, Co-Pilot)
- Good organizational skills
- Ability to work independently
- Willingness to learn new duties
Salary : $28 - $31