Administrative Assistant - Commercial Lending

Commercial Lending Administrative Assistant

The Commercial Lending Administrative Assistant provides support to the Commercial Lender in servicing the existing loan portfolio and handling new loan requests. The role acts as the primary customer service contact for commercial loan customers, assists throughout the loan application process, monitors and updates portfolio reports, and maintains borrower credit files by collecting financial statements.

• The Commercial Lending Administrative Assistant assists commercial customers with servicing activities such as line of credit draw requests, check requisitions, payments, deposits, wire transfers, and various other inquiries. The individual also processes construction draw requests which involve ordering inspection reports, title endorsements, collecting lien waivers, and reviewing cost budgets.
• The position provides administrative support to Lenders with new loan applications by preparing loan proposal letters, initiating Loan Presentations, pulling credit bureau and market research reports, and packaging financial information to support loan requests.
• The individual monitors and updates portfolio reports, maturity reports, and exception reports on a monthly basis.
• The Commercial Lending Administrative Assistant maintains borrower credit files by preparing financial request letters, tracking receipt of tax returns and financial statements, and ensuring they are received by the Operations Department at Howard Drive.
• Loan modifications and extensions are processed through Loan Operations; occasionally legal documentation is required. The assistant works with Operations and/or Legal to order necessary documents and provide due diligence requirements to support approvals.
• The position also performs varied administrative duties such as answering phones, faxing, scanning, scheduling, and event coordination.

• Minimum high school diploma with related work experience; college degree preferred.
• Detail-oriented and well organized.
• Strong communication skills, both written and oral, and excellent customer service skills required.
• High level of confidentiality required.
• Interpersonal skills including courtesy, tact, and diplomacy as some information may be sensitive or personal.
• Ability to manage multiple responsibilities simultaneously in a fast-paced environment.
• Excellent PC skills, including strong proficiency in all Microsoft Office applications.
• Cross-train to assist the Commercial Lending Loan Closer as needed.
• Ability to read and understand basic financial statements and tax returns.

EOE - Race/Sex/Disability/Veteran

This Position Description is not a complete statement of all duties and responsibilities comprising this position.

Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this position at any time.