Commercial Banking Assistant I

Position Summary

Consistently delivers the Landmark National Bank promise that “Everyone starts as a customer and leaves as a friend” by providing administrative, operational, and customer support to Commercial Banking Officers throughout the loan origination, documentation, closing, and servicing process. This role helps ensure exceptional customer experience while maintaining compliance with bank policies, regulatory requirements, and internal controls.

Essential Functions

• Loan Processing & Documentation
• Obtain information required for loan origination, including credit reports, appraisals, title work, insurance information, flood determinations, and Secretary of State searches.
• Prepare disbursement worksheets, loan documentation checklists, and related loan documentation.
• Ensure loan files are complete, accurate, and comply with bank policies.
• Loan Administration & Monitoring
• Scan and maintain loan documentation in bank systems.
• Monitor exception reports and obtain missing documentation.
• Verify liens are perfected and collateral documentation is properly maintained.
• Customer & Internal Support
• Provide exceptional customer service and support daily loan transactions.
• Serve as liaison between Commercial Banking Officers, Loan Documentation, and Loan Operations.
• Support relationship management activities and ongoing customer needs.
• Maintains strict confidentiality of customer, loan, and bank information in accordance with bank policies and regulatory requirements.
• Supports internal and external audit activities by maintaining complete, accurate, and audit-ready loan documentation.
• Professional Development & Team Engagement
• Participate in Quarterly Job Progress Plan activities.
• Engage in team meetings, huddles, and culture initiatives.
• Perform other duties as assigned.

• Culture & Values
• Demonstrates respect for others by fostering an inclusive, collaborative, and professional work environment.
• Embraces curiosity by seeking to learn, improve, and identify opportunities for growth and innovation.
• Acts with integrity by maintaining accountability, following policies and procedures, and doing what is right for customers, colleagues, and the Bank.
• Promotes authenticity through open communication, transparency, and trust-building relationships.
• Strengthens unity by working cooperatively across teams, supporting shared goals, and contributing to a positive culture.
• Operational Excellence
• Ensures accuracy and timeliness of transactions
• Understands banking systems and workflows
• Process improvement mindset (efficiency, error reduction)
• Maintains strong documentation and audit readiness
• Execution discipline in a regulated environment
• Maintains reliable and predictable attendance to meet business and customer needs
• Decision Making & Judgement
• Makes sound, data-informed decisions
• Applies policies while exercising appropriate discretion
• Balances client needs with risk management standards
• Escalates issues appropriately
• Demonstrates accountability for outcomes
• Regulatory & Policy Knowledge
• Understands internal policies and procedures
• Applies governance frameworks consistently
• Stays current on changing regulatory expectations
• Demonstrates audit readiness
• Supports examiner interactions as needed
  

People Leader Responsibilities

This position is an individual contributor role and does not have direct reports.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, phones, photocopiers, and scanning machine.