SBCP Lending Assistant

The Lending Assistant is primarily responsible for an assigned range of loan origination duties required to package the organization's loan applications in accordance with the loan policy and regulatory requirements.

• Work directly with loan applicants to collect and upload loan documents according to the organization's policies and procedures
• Coordinate with Business Development Officers, Underwriters, and Loan Servicing to ensure loan package is complete
• Provide technical assistance to applicants as it relates to preparing their application for underwriting
• Conduct loan closing ceremonies with loan officer
• Uploads all loans, extensions, and renewal information and documents in accordance with policy and regulatory requirements
• Performs loan and application maintenance and loan documentation review based on department procedures and checklist
• Assist with file assembly and maintenance
• Responsible for various reports as assigned
• Completes all required training
• Performs other related duties as required or assigned

• High School diploma or equivalent required
• At least one-year experience in banking or administrative role is required
• Strong computer skills are required
• Ability to organize information
• Must possess excellent communication and interpersonal skills
• Must be familiar with regulatory compliance requirements
• Able to function in a high attention to detail, deadline-oriented environment
• Must possess the ability to effectively relate to customers, officers, and others involved in the lending process.
• Willingness to be involved and represent SBCP through civic and community organizations.
• A background in banking and loan transactions/terminology and clerical experience is preferred
• Experience working with Salesforce Preferred
• Experience working with Laser Pro Preferred
• Experience working with Docusign Preferred