Commercial Lending Assistant

Our client is currently searching for a Commercial Lending Assistant. This client offers competitive pay and benefits, generous time off, and continued training and career development.

Do you want to work for a respected organization who supports innovation, promotes collaboration, is environmentally responsible, technology driven, ethical, and is willing to invest in your career? If so, you should apply today.

Job Duties:

• Take loan applications, obtain credit reports, and process credit denials according to regulations.
• Type memos, letters and reports.
• Greet customers and assist them with routine problems.
• Accept loan payments and deposits.
• Handle incoming telephone calls and mail.
• Obtain the necessary documents and legal papers for loans.
• Call and write letters to past due customers.
• Produce loan documents and renewal loans in an accurate and timely manner.
• May be responsible for servicing loans: i.e. payments, payoff quotes, and forwards to lenders and/or clients.
• Maintain knowledge of products and services in order to cross-sell to customers.
• Image documents into electronic filing system.
• Work exception reports.
• Set up meetings, conference and conference calls.
• Coordinate calendar/travel arrangements.
• Proactively monitor schedules to identify and resolve conflicts and inefficiencies.
• Comply with all federal, state, and local regulatory rules and regulations governing financial institutions, as well as all company policies and procedures.
• Complete and pass all required regulatory compliance training as assigned.
• Perform any additional duties and tasks assigned by management.

Qualifications & Skills:

• Displays passion, commitment, and drive to deliver an experience that improves our customer’s financial lives.
• Superior time management and organizational skills.
• Ability to learn new technology, adapt to change, demonstrate initiative and a commitment to continuous learning.
• Demonstrate professionalism in speech, demeanor, and dress.
• Be a team player/leader.
• Handle sensitive information with the highest degree of integrity and confidentiality.
• Expert knowledge in Microsoft Office (Word, Excel, PowerPoint and Outlook).

Education, Experience & Licenses:

• Bachelor’s degree in business, finance or related field required.
• Minimum 2 years of customer service experience.
• Minimum 5 years of lending assistant experience in commercial, real estate and consumer loans.