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.