Commercial Loan Assistant
Listed on 2026-10-17
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Finance & Banking
Loan Servicing, Banking & Finance -
Administrative/Clerical
Loan Servicing, Banking & Finance
First Bank is a locally based community bank with seven offices serving Upper Michigan, offering a full range of commercial and retail banking products and services, as well as an Investment Management Group. The organization is committed to quality customer service and reflects this commitment through its dedicated employee team. First Bank focuses on making a positive difference for customers while actively giving back to the communities it serves.
The bank emphasizes a people‑first culture that values customers, employees, and communities alike. First Bank is a Member FDIC and provides a stable, community‑oriented environment for banking professionals.
Description:
The Commercial Loan Assistant is a full‑time, on‑site role based in Escanaba, MI, or Marquette, MI. This role supports commercial lenders by preparing, reviewing, and organizing loan documents, assisting with loan closings, and ensuring accurate loan servicing throughout the loan lifecycle. The Commercial Loan Assistant will work directly with customers to gather required information, respond to inquiries, and provide timely updates on loan status.
Daily responsibilities include data entry into loan systems, maintaining electronic and paper loan files, coordinating with internal departments, and helping ensure compliance with bank policies and regulatory requirements. The role involves regular interaction with commercial bankers and operations staff to support efficient, customer‑focused loan processes.
This position will be on‑site at one of our Escanaba or Marquette offices.
SUMMARY:Performs clerical and administrative duties for commercial lenders. Must know internal lending policies and procedures, as well as county, state, and federal regulations.
ESSENTIAL FUNCTIONS:- Acquire information related to commercial loan origination and prepare loan documentation. Create and maintain loan files.
- Provide courteous, knowledgeable, and professional customer service in person, by phone, and in response to written inquiries.
- Perform administrative and clerical tasks as directed by loan officer(s) and assist other loan support and officers as needed.
- Comply with all requirements, policies, and procedures of the Bank Secrecy Act (BSA) and attend all mandatory BSA training as needed for this position. Additionally, complete all required compliance and regulatory training, including BSA.
- Assume and accomplish other duties as assigned.
- Must exhibit a high level of assistance, reliability, and self‑motivation.
- Ability to work with a variety of personnel, customers, and businesses.
- Excellent clerical skills along with numerical aptitude required.
- Excellent organization and follow‑through skills are necessary.
- Working knowledge of computers and software, including Word and Excel, is necessary. Ability to use general office equipment is necessary.
- Must be or become a Notary.
- Must exhibit professionalism and maintain confidentiality at all times.
EDUCATION & EXPERIENCE:
Bachelor's degree in finance, business, or other related field preferred or equivalent experience. Previous loan experience preferred.
WORK ENVIRONMENT:This job operates in a professional office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets, and fax machines.
POSITION TYPE AND EXPECTED HOURS OF WORK:This is a full‑time position. Days and hours of work are Monday through Friday, 8:15 a.m. to 5:15 p.m. Occasional evening and weekend work may be required as job duties demand.
PHYSICAL DEMANDS:The position may require the individual to perform repetitive motions while operating equipment such as a keyboard, calculator, or other bank/office‑related machinery.…
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