Private Bank Lending Assistant

Job Responsibilities

• Provide support to the lending group by assisting with loan documentation, loan servicing, client management, and interaction with other departments to meet internal and external customer needs.
• Assist Private Bank customers with lending‑related activities, including loan closings, preparation of loan documents, loan funding, ordering title reports, UCC filings, and various inquiries.
• Assist Private Bank customers with deposit‑related activities, including wire transfers, account transfers, and various inquiries.
• Assist Private Bankers with administrative responsibilities, such as phones, filing, general correspondence, covenant monitoring, borrowing base reviews, preparation of loan documents, maintaining credit/documentation files, and gathering financial information.
• Input loan applications, order appraisals, open title and escrow, and request background checks and credit reports.
• Prepare various monthly activity monitoring reports.
• Interact with customers and bank officers to collect documents and financial information as reflected in exceptions.
• Other duties and projects as assigned.

• Three years of loan processing or loan servicing experience in a similar financial environment.
• High school diploma or equivalent required, with some college business courses preferred.
• Bachelor’s degree desired.
• Excellent customer service skills.
• General knowledge of bank processes.
• Excellent written and oral communication skills.
• Excellent PC skills.
• Working knowledge of commercial loan documentation required.

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

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