Senior Commercial Lending Assistant

As Senior Commercial Lending Assistant, you will support relationship managers and clients in closing commercial loans, ensuring all commercial lending steps flow effectively and efficiently. You will have a hand in underwriting/compliance phase, closing, funding, boarding, portfolio management and servicing.

Our commitment to you is a positive work environment, a deep connection to our communities, and a focus on putting our clients first.

Responsibilities:

Assist in call management tracking, data input, notary services, preparing marketing materials and creating management reports and scorecards.

Manage office supply needs, reordering and facilities repairs.

Assist with routing of Approval documents, clearing credit and collateral exception items, addressing loan portfolio client inquires and issues.

Produce and coordinate loan closing document checklist process.

Research/follow-up on past due loans.

Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC).Consolidate Branch Officers Monthly Bank Credit Card transactions (Assigned Branch Officers).Ensures monthly bills are input into the Accounts Payable system in a timely manner

Assist Clients with Wire transfer requests.

Assist with Branch Officers Calendars as needed.

Initial gathering of required information for documentation for loans to ensure timely closings.

Request draws on lines of credit, payoffs and credit advances.

Follow up on past due loans and clear exceptions in a timely manner.

Order title work, flood searches, UCC searches, and credit reports, and be able to interpret resulting reports.

Request collateral valuation through internal or external sources.

Assist the SBA Portfolio Manager with all work out situations

Prepare agenda for monthly SBA sales meetings including all pipeline reports

Work with loan officers and customers to ensure that all deposits are opened in a timely manner at the branch level

Package closed loans to ensure a complete set of documents and supporting information.

Work with various professionals to facilitate document prep and loan closing (title companies, attorneys, environmental agencies, etc.)Follow policies and procedures.

Prepare necessary reports for loan officers and management.

Provide superior customer service to existing customers by resolving issues and providing accurate and timely information.

Attention to regulatory requirements and compliance training applicable to position (Bank Secrecy Act, Customer Information Privacy ETC)
Attend work on a regular basis, on time, and withstand varying degrees of stress.

Integrity, discretion, and respect for confidential information are essential Assist in Call management tracking

Assist with data input on Business Wise and nCinoAssist with various marketing campaigns

Assist with various management reports and scorecards

Manage office supply needs, reordering and facilities repairs

Assist with monthly expense reports

Prepare Fed Ex and Courier documents

Notary Services (if applicable)
Prepare marketing materials as needed

Meet weekly to review status of client issues, etc.

Loan Assistant Duties:

Assist with routing of Approval documents

Assist with clearing credit and collateral exception items

Assist in clearing delinquent tax report

Assist in loan portfolio client inquires and issues

Produce and coordinate loan closing document checklist process:

Commitment report review to ensure all information is included

Attend Loan Huddle Meetings for new / renewed loans

Gather entity documentation when neededUCC searches on the Secretary of State website

Obtain Insurance and collateral documentation

Obtain Landlord information when applicable

Research / Follow-Up on past due loans

Collect checklist items needed for renewal and new loans

Prepare and assist with loan closing packages for customer signing and routing:

Deposit Assistant:

Assist with clearing documentation exception items

Assist in deposit portfolio client inquires and issues

Contact Non-Sufficient Funds / Overdraft clients when needed

Coordinate new account document checklist process

Request title work, flood searches, UCC searches, and credit reports, and be able to interpret resulting reports.

Able to prioritize duties and effectively manage time.

Analytical and problem-solving skills.

Effective written communication skills.

Strong sense of customer service.

Able to work in a team environment.

Time management skills

Prepare and assist with loan closing packages for customer signing and…