Commercial Banking - Commercial Lending Assistant

Commercial Lending Assistant

Our Bankers understand the complexities of people's lives and offer simple solutions. When you choose our Company, you have an opportunity to make an impact beyond the walls of our buildings.

As a Commercial Lending Assistant, you will provide administrative and operational support for an assigned team of Commercial Lenders. The position is responsible for maintaining a high level of confidentiality and superior customer service; gathering financial and loan data requirements, preparing electronic loan file documentation for consumer and commercial loans, conducting research, and coordinating services with internal business units and third-party providers. Prepare memos, correspondence and other documents as necessary.

As a Commercial Lending Assistant, you will have an opportunity to assist in the management of banker workflow and pipeline management, including early-stage loan processing duties: communicating with borrower to obtain required personal and financial items, inputting borrower and loan details into various platforms, ordering third party services and verifications, and tracking loan progress to ensure deadlines are met.

Greet customers in a professional, friendly, hospitable manner, including responding to customer inquiries, requests and complaints in person, by telephone and email correspondence with professionalism and accuracy. Navigate bank systems to provide customers with account specific details and assist in processing financial transfers, transactions, loan payments, etc. Facilitate management and tracking of Commercial and Residential Construction projects to insure compliance and timely availability of funds. Become familiar with commercial and consumer regulatory requirements to ensure compliance. Review loan documents for accuracy. Review loan files to ensure the completeness of the file and that all collateral has been secured properly.

Perform special projects as requested. Complete unplanned tasks that often require very quick turnaround with accurate delivery and results. Collaborate successfully with other staff to complete high priority assignments and coordinate work efforts. Navigate multiple computer systems, applications, and utilize search tools to find information. Adherence to all bank policies and procedures, federal and state employment laws and regulations.

Minimum Requirements: This position requires the following educational and/or job experience:

• High school diploma or equivalent required.
• 1+ years of financial services experience.
• 2+ years of customer service or sales experience.
• Experience working successfully and independently in a dynamic and challenging work environment that requires strong multi-tasking abilities to meet aggressive deadlines.
• Knowledge and understanding of loan documentation.
• Extreme level of confidentiality.
• Customer/Client Focus.
• High level of honesty and integrity.

Desired Skills: Ideal candidates for this position should possess some or all of the following skills:

• Bachelor's degree in finance or accounting.
• Superior verbal and written communication.
• Ability to organize and prioritize.
• Decision making & problem solving skills.
• Exercise good judgement.
• Ability to resolve issues and conflicts.
• Work independently/team member.
• Time management.
• Personal effectiveness & flexibility.
• Stress management/composure.
• Articulate and thorough.
• Strong attention to detail and accuracy with effective follow-up.
• Lending support experience.
• Strong Microsoft Excel, Word and Outlook skills.

Work Environment:

We are a culture that believes that people are our greatest asset and are at the heart of everything we do. We take pride in bringing clarity and simplicity to our associates (employees) and clients. Our decisions are made efficiently, fairly, and locally. Our success is directly tied to the communities we serve. It is equally important for us to look through the lens of our applicants and associates to identify their individual needs. As such, we want to share the following:

• We are committed to our core value of meritocracy and supporting our associates in growing within their role
• When completing certain tasks, an associate may need to be able to grasp, push, pull, lift, bend, raise and hold hands and arms overhead.
• An associate must be able to work overtime to the extent necessary (typically no more than 5%).
• Must be able to travel to the office for work in-person daily

In addition to your financial compensation, we also offer a generous benefits package that includes insurance, 401k, an associate stock purchase program, paid time off, associate banking perks.

The Bank is committed to providing qualified applicants and associates reasonable accommodation, when necessary, to enable the individuals to complete the application process and/or perform the essential functions of the job. An applicant and/or associate requiring reasonable accommodation to perform any essential job function, should contact Human Resources. The Bank's policy is to provide equal opportunity to all people without regard to race, color, religion, national origin, ancestry, marital status, veteran status, age, disability, pregnancy, genetic information, citizenship status, sex, sexual orientation, gender identity or any other legally protected category. The Bank is proud to be a drug-free workplace.

Selected candidate(s) for hire must complete the following prior to employment: a criminal history report, global screen, drug screen, employment credit report and if applicable, a driving record. Applicants must be legally authorized to work in the United States. Verification of employment eligibility will be required at the time of hire.