Commercial Lending Assistant

Wage Range:
Min: $20.04, Mid: $24.05, Max: $28.06

The Commercial Lending Assistant I provides comprehensive administrative and organizational support to the Commercial Lending Department. Under limited supervision, in accordance with established policies and procedures, performs a variety of receptionist, secretarial, and clerical duties. Works as a team with other Commercial Lending Assistants to assist Commercial Lending Officers to gather information, take payments, and close loans. Troubleshoots and resolves business-client inquiries.

There is extensive contact with customers and the public both in person and on the telephone. Understanding of commercial loan documentation is integral part of the job.

Commercial Lending Assistant I generally works with 1 or 2 lenders who have a combined portfolio of less than 300 loans and/or $80MM average outstanding balances. Portfolio generally consists of less complex loans with balances under $1 MM.

• Serve as primary receptionist for loan officers, which includes but is not limited to answering incoming telephone calls, resolving customer inquiries within prescribed authority, scheduling appointments, composing written correspondence and memos, and providing administrative & clerical assistance.
• Prepare and maintain loan-related reports, including applications in process/pipeline reports.
• Assist lending officers in the preparation of pre-funding worksheets, loan documentation checklists and any other communications necessary to properly submit a loan package.
• Create/start collateral and credit files.
• Maintain and file loan application documents for loan officers.
• Prepare appropriate loan disbursement entries (cashiers checks, deposit, wire transfer etc.) on signing date, according to loan disbursement instructions provided.
• Anticipate needs and given general instructions, is able to outline assignments, conduct research, and propose solutions for projects or special projects.
• May perform Mortgage Loan Assistant duties as needed.

• Able to learn and use Bank reporting systems.
• H.S. Diploma or GED and minimum 1 year financial services preferred or equivalent combination of education and experience.

At Heartland Bank, we offer a competitive benefits package.

• Regularly:
  Sitting, Feeling/Touching, Talking, Hearing, Vision – close peripheral, depth
• Frequently:
  Standing, Walking, Grasping/Reaching – with arms and hands, Repetitive Motions
• Occasionally:
  Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.