Commercial Loan Assistant I

*Role not eligible for sponsorship*

RESPONSIBILITIES

• Coordinate and collect required documentation from clients, vendors, and internal stakeholders to meet loan closing deadlines.
• Order and review third-party reports including title, appraisal/evaluation, UCC searches, environmental screens, flood determinations, and insurance.
• Ensure proper documentation and loan coding in compliance with regulatory requirements.
• Review loan documents for accuracy and completeness, escalating issues as needed.
• Validate and maintain accurate loan data in the loan origination system.
• Research and resolve loan issues promptly.
• Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met.
• Perform or request maintenance and servicing on commercial loans, as requested.
• Attend and participate in loan assistant meetings.
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

COMPETENCIES

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Organizational Skills/Detail Oriented
• Able to Multi-Task or Juggle Priorities
• Ability to work as part of a team

SCHEDULE

Office hours are Monday through Friday 8:00am to 5:00pm. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status.


A flexible work arrangement is available for this position after training. May have the option of working from home three days a week. Please speak to the hiring manager for more information.

Physical Requirements

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.

Equal Opportunity Employer


This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.