Commercial Lending Assistant
Listed on 2026-07-08
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Finance & Banking
Office Administrator/ Coordinator
Commercial Lending Assistant
Location:
Brentwood - Maryland Farms
It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business.
About UsWorking at Wilson Bank & Trust means joining a purpose-driven organization where community impact and professional growth go hand in hand. The commitment to serving communities is matched by dedication to supporting employees—through recognition, rewards, and opportunities to grow. Inside our walls, you’ll find a workplace that reflects the same trusted reputation we’ve built since the beginning. Collaboration and servant leadership are at the heart of everything we do, creating an environment where talent is valued and service is elevated.
Your voice matters here—feedback drives decisions on workplace flexibility, transparency, and strategic priorities.
Imagine sitting across from a family ready to buy their first home or a business owner planning to expand. In a Lending role at Wilson Bank & Trust, you’re more than a banker—you’re a trusted friend who helps turn dreams into reality. Every conversation is an opportunity to guide someone through milestones that shape their future, from purchasing a home to growing a business.
You’ll build relationships that go beyond transactions, becoming the person customers rely on for clarity and confidence in complex financial decisions. Over time, you’ll see those dreams come to life—homes filled with laughter, businesses thriving in your community—and know you played a part in it. It’s about being a cornerstone in your community, offering expertise and empathy while partnering with teams across the bank to deliver solutions that matter.
Your career grows alongside the people you serve, and together, you’ll write stories of progress and possibility that last for generations.
The Commercial Lending Assistant I provides administrative and operational support to the commercial lending team. This position assists customers with the loan application process, follows up on outstanding needs, and prepares documents and disclosures to facilitate the closing process. The Commercial Lending Assistant I reports to the Regional President with a dotted line reporting relationship to the Lending Support and Development Manager.
This position provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
Duties & Responsibilities
- Provide administrative and operational support for the commercial lending team within a designated region
- Assist customers with the loan application process to include collecting required documentation and facilitating completeness and accuracy
- Respond to customer issues or concerns, recognizing when escalation is needed to improve the customer experience
- Organize and maintain loan documentation, verifying files are complete, current, and compliant with regulatory requirements, internal policies and industry best practices
- Collaborate with underwriters, processors, and lenders to confirm requirements for loan approval are met
- Serve as a liaison between lenders, customers, realtors, attorneys, and internal teams, maintaining effective communication throughout the loan process
- Manage appointment schedules for lenders and assist in coordinating meetings and loan closings
- Generate and maintain reports to monitor the status of loan applications, identify potential issues, and support decision making
- Collaborate with lenders on contacting past-due customers to assist in facilitating payments and resolving delinquencies
- Monitor loan maturity dates and proactively notify lenders of upcoming maturities
- Utilize various systems including CRS Data, JD Power, and Secretary of State filings for due diligence and reporting
- Identify and capitalize on opportunities to refer banking products and services to the appropriate business partner
- Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
- Attend…
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