Commercial Loan Assistant

• Coordinate and collect required documentation from clients, vendors, and internal stakeholders to meet loan closing deadlines.
• Order and review third-party reports including title, appraisal/evaluation, UCC searches, environmental screens, flood determinations, and insurance.
• Ensure proper documentation and loan coding in compliance with regulatory requirements.
• Review loan documents for accuracy and completeness, escalating issues as needed.
• Validate and maintain accurate loan data in the loan origination system.
• Research and resolve loan issues promptly.
• Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met.
• Perform or request maintenance and servicing on commercial loans, as requested.
• Attend and participate in loan assistant meetings.
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

• Role not eligible for sponsorship*

• Coordinate and collect required documentation from clients, vendors, and internal stakeholders to meet loan closing deadlines.
• Order and review third-party reports including title, appraisal/evaluation, UCC searches, environmental screens, flood determinations, and insurance.
• Ensure proper documentation and loan coding in compliance with regulatory requirements.
• Review loan documents for accuracy and completeness, escalating issues as needed.
• Validate and maintain accurate loan data in the loan origination system.
• Research and resolve loan issues promptly.
• Collaborate with third parties (title company, Insurance agency, etc.) to ensure requirements of loan closing are met.
• Perform or request maintenance and servicing on commercial loans, as requested.
• Attend and participate in loan assistant meetings.
• Maintain awareness of and adherence to Bank’s compliance requirements and risk management concepts, expectations, policies and procedures and apply them to daily tasks
• Deliver a consistent, high level of service within our Serving More standards
• Other duties as assigned

• Interpersonal/Customer Service Skills
• Written and Verbal Communication
• Ability to understand and follow directions
• Adaptable to change
• Basic Computer Skills
• Organizational Skills/Detail Oriented
• Able to Multi-Task or Juggle Priorities
• Ability to work as part of a team

Office hours are Monday through Friday 8:00am to 5:00pm. This position is hourly and full time. A minimum 37.5 hours is required to maintain eligibility for full-time status.

A flexible work arrangement is available for this position after training. May have the option of working from home three days a week. Please speak to the hiring manager for more information.

This position must be able to remain in a stationary position a minimum of 75% of the time, constantly operate a computer, and be able to be in constant communication with customers and coworkers to discuss and observe account information in order to exchange accurate information.