Commercial Loan Assistant

Job Description

Job Description

Job Title: Commercial Loan Assistant

Job Status: Full-Time

FLSA Status: Non-Exempt

JOB DESCRIPTION

Summary/Objective

The Commercial Loan Assistant will work in a team allocated to specific clients or channel of business, manage a pipeline of loans and be responsible for directing all efforts related to driving loans through the process. Effective communication with internal and external customers is critical in meeting key performance metric and contributing to the success of the team.

Essential Functions

Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

1. Coordinate the processing of approved new loan applications, extensions, modifications, and renewal agreements, and any other documentation as necessary.
2. Maintain a current knowledge of lending guidelines, loan policy and loan packages.
3. Exercise judgement to ensure that new, amended or renewed loans are in compliance with company policies and procedures.
4. Maintain open communication with Loan Officers, being conscious of scheduling and availability to ensure proper efficiency throughout the loan process.
5. Ensure that various administrative tasks are completed in an effective and efficient manner, including copying, reviewing documents, and maintaining files as needed.
6. Responsible for maintaining communication on all aspects of a proposed loan form the loan approval to closing.
7. Effectively represent the bank and maintain customer relationships through calls and visits.
8. Maintain up to date knowledge of the company’s policies, procedures and processes.
9. Adhere to all Legence Bank and AFMFS standards, serving as an example to other team members, as well as to our customers.
10. Represent and promote the Company within the community.
11. All other duties as assigned.

Competencies

1. Detail Oriented
2. Accuracy
3. Organized
4. Communication
5. Initiative
6. Judgement
7. Tactful
8. Time Management

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This job operates in a professional office environment. This role routinely uses standard office equipment such as laptop computers and smartphones.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job.

While performing the duties of this job, the employee is regularly required to talk and hear.

Specific vision abilities required by this job include close vision, distance vision, color vision and ability to adjust focus. This position requires the ability to occasionally lift office products and supplies, up to 20 pounds.

Position Type/Expected Hours of Work

Some flexibility in hours is allowed, but the employee must be available during the "core" work hours of 8:00 a.m. to 5:00 p.m. Occasional evening and weekend work may be required as job duties demand.

Travel

Travel is primarily local during the business day, although some out-of-the-area and overnight travel may be expected.

Required Education and Experience

1. High School Diploma or Equivalent
2. Proficient in Microsoft Office
3. Basic loan knowledge and understanding
4. Able to quickly learn new software
5. Valid Driver’s License
6. One (1) Year Current Banking or Loan Experience

Preferred Education and Experience

1. Three (3) Years Current Banking or Loan Experience

We understand that benefits matter – we offer a competitive benefit package for all full-time employees which includes:

• A workplace built on respect, integrity, and balance
• Medical, Dental, Vision Insurance coverage options
• 401(k) Plan + Company Match
• Competitive Pay starting at $20.00/hr
• Career growth and opportunities for promotions
• Paid Time Off, Holiday Pay, and Sick Time
• Training for Professional and Career Development
• Generous parental leave
• Potential for annual performance bonus
• Potential referral incentives

Additional Eligibility Qualifications

Work Authorization/Security Clearance (if applicable)

AAP/EEO Statement

Legence Bank is an Equal Opportunity/Affirmative Action employer. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, sexual orientation, gender identity, age, disability, protected veteran status, or any other characteristics protected by law.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.