Lending Assistant

Lending Assistant is responsible for working closely with a relationship management team and assist with loan documentation, loan servicing, client management, and interaction with other departments in the bank to meet internal/external client needs. Duties include, but are not limited to:

• Assist with lending related activities, such as loan closings, preparation and initial review of loan documents, loan fundings, ordering and reviewing title reports, UCC filings, and various inquires
• Correspond with customers and interacts with Relationship Managers regarding loan details and to collect various documents and financial information.
• Monitor daily workflow and operations.
• Reviews loan documents to ensure accuracy with the terms and conditions per credit approval.
• Assists Relationship Managers in the management and creation of CRM opportunities, credit documents, and processing collateral release requests.
• Assist clients with deposit related activities, such as but not limited to: opening of new accounts, wire originations and transfers, account transfers, exception item processing, and various inquires
• Assist Relationship Managers with administrative responsibilities such as, but not limited to, answering phones, filing, general correspondence, preparation and initial review of loan documents, maintaining credit/documentation files and gathering of financial information
• Prepare various monthly activity monitoring reports.
• Interaction with customers and bank officers to process collection of various documents and financial information as reflected as exceptions.
• Assist with expense report
• Assist with marketing related activities such as event planning and client tracking
• Notarize loan document
• Other duties and projects as assigned.

Position Requirements:

• 3+ years of experience of loan processing or loan servicing experience and working knowledge of commercial loan documentation in a financial environment is required
• Sense of urgency
• Must have the ability to respond appropriately to customer inquiries in a fast-paced work environment while handling multiple tasks
• Excellent computer knowledge (including a strong understanding of excel)
• Strong written and verbal communications skills
• Banking and/or mortgage background is a plus

Salary Range: $55,000.00 - $75,000.00. Exact compensation may vary based on skills, experience, and location.