Senior Commercial Loan Officer Assistant

• Provide sales and administrative assistance to Commercial Relationship Managers and other partners
• Support new and renewed loan production by collecting, ordering, and tracking information for risk assessment and underwriting
• Prepare written communications including commitment letters, term sheets, and thank-you notes
• Complete the Credit Lens Loan Worksheet and engage the Commercial Loan Closer
• Monitor reporting and identify required actions for maturities, auto-renewals, letters of credit, insurance, and real estate taxes
• Provide service and respond to internal and external customer requests
• Collect customer financial statements and load them to Credit Lens
• Collaborate with CRM, Commercial Loan Closers, Underwriters, Doc Prep, and outside counsel on loan closings
• Collect executed documents and submit them
• Submit customer maintenance requests to Loan Operations
• Transfer and assign notes
• Facilitate ongoing disbursement requests, coordinating with Construction Administration
• Complete assigned post-close tasks in Credit Lens
• Manage WIP files
• Resolve critical and material exceptions as assigned
• Assist, mentor, and train other Loan Officer Assistants
• Participate in required compliance and other training programs
• Adhere to corporate policies and procedures
• Provide professional, urgent, positive service to internal and external customers
• Take ownership of other assigned duties

Requirements High School Diploma or equivalent 5+ years of credit or customer service experience in the financial services industry Commercial loan experience preferred Strong interpersonal, verbal, and written communication skills Excellent telephone and customer service skills Proficient in MS Office Suite, including Outlook, Word, and Excel Working knowledge of federal and state banking regulations Attention to detail Strong problem solving and critical thinking skills without direct guidance Strong organization and time management skills Ability to balance competing priorities and meet multiple deadlines Schedule flexibility to work evenings and weekends as needed Up to 10% travel Core Competencies Demonstrates expertise in commercial loan processing, customer service, and compliance within the financial services industry. Proficient in managing documentation, communication, and collaboration with various stakeholders to ensure efficient loan closings and customer satisfaction. Highest-signal resume keywords Commercial Loan Experience Credit Lens Proficiency Customer Service Skills MS Office Suite Proficiency Knowledge of Banking Regulations ATS Optimization Keywords Hard Skills Credit Lens Loan Processing Risk Assessment Underwriting Support Document Management Financial Statement Collection Compliance Training Post-Close Tasks Reporting Monitoring Loan Maintenance Soft Skills Interpersonal Skills Verbal Communication Written Communication Problem Solving Time Management Industry Keywords Financial Services Commercial Loans Banking Regulations Customer Requests Loan Closers Underwriters Construction Administration WIP Files Maturities Auto-Renewals Tools & Technologies MS Office Suite Credit Lens #J-18808-Ljbffr Jobtailor