Loan Support Officer

Your Role

This position assists in the day-to‑to‑day management of the loan portfolio by providing internal and external administrative support for the lending team. The individual works directly with customers and loan servicing to book new loans and renewals.

• Coordinates loan documentation and reviews, processes documents and files to ensure loan package completion to meet lending specifications.
• Provides information and assistance to loan originators, members, title companies, escrow firms or dealers during the set up/funding and/or loan processing and closing process.
• Reviews title insurance commitments and exceptions on commercial real estate loans, providing feedback on errors or omissions.
• Verifies entity information is in good standing with the state.
• Gathers information needed to order real estate appraisals.
• Follows up with business customers to obtain all necessary information and clarification on applicable documentation, materials, and resources.
• Corresponds directly with escrow to close real estate transactions.
• Reviews and monitors loan documents for accuracy, completeness and adherence to approval conditions; occasionally provides recommendations for language to include in the loan documents if appropriate.
• Coordinates loan signing dates with clients, any applicable third parties, and loan officers if needed, and may be required to handle loan signing with business loan clients on behalf of the officer.
• Scans all necessary financial and loan documents in imaging.
• Manages and monitors daily/weekly/monthly loan tracking, ticklers, client overdrafts and other applicable reporting.
• Processes loan payments and advances, resolves customer problems, tracks insurance payments/taxes/uniform commercial codes, researches loan issues and completes necessary reporting.
• Ensures all work is completed accurately while delivering exceptional customer service.
• Performs other duties as assigned.

• Knowledge of loan documents (Promissory Note, Loan Agreement, Guaranty, etc.).
• Strong working knowledge of a variety of collateral security methods and documentation including knowledge of UCC’s, title, escrow, taxes, insurance, and real estate documentation related to commercial real estate.
• Ability to work on moderately complex assignments where judgment is required in resolving problems and making routine recommendations.
• Excellent organizational and time‑management skills with the ability to work on multiple projects, prioritize assignments, and meet deadlines while maintaining high attention to detail.
• Ability to collaborate effectively in a team environment as well as work independently without considerable supervision.
• Initiative, adaptability to changing priorities/tasks, and willingness to accept additional responsibilities as opportunities arise.
• Excellent interpersonal and written/verbal communication skills, with the ability to communicate effectively and clearly in a variety of settings, formats, and audiences; with the ability to read, write, speak, and understand English well.
• Basic arithmetic skills, knowledge of operational procedures, practices, and policies.
• Thorough knowledge of state and federal policies, procedures, and laws regarding lending.

• High school diploma or general education degree (GED).
• Four or more years of experience in a financial institution processing business/commercial loans.

While performing the duties of this job, the employee is constantly required to view computer screens, remain in a stationary position, and operate a computer and other office productivity machinery, such as a multi‑line telephone, copy machine, scanner, fax, and computer printer. The employee frequently communicates with internal and external contacts and moves about inside the office to access file cabinets, office machinery, etc.

• Climate‑controlled business office environment.
• Ability to work in artificial light for extended periods of time.
• Noise level is usually moderate.
• Work involves concentrating on the matter at hand amid sometimes distracting conditions and frequent interruptions during the day.
• This is a full‑time position:
  Monday through…