What are the responsibilities and job description for the Commercial Loan Officer Assistant position at Insperity?
Description & Requirements
Commercial Loan Officer Assistant (CLOA)
Liberty Bank and Trust, America’s first billion-dollar Black-owned bank, has proudly served communities across 11 states for over 50 years. We are building a team of mission-driven individuals committed to empowering people, businesses, and communities to thrive. By providing access to financial tools and services, we help achieve goals like homeownership, business growth, and financial education. Whether it’s a community, a burgeoning business, or untapped talent, we believe in the possibility of financial freedom. To find out more about our financial solutions and our community impact, visit us at: www.libertybank.net
If you’re looking for a company where your ideas matter, your growth is supported, and your impact is acknowledged—Liberty Bank is the place for you.
As a CLOA, you will play a crucial role in supporting the Commercial Lending team by efficiently organizing and prioritizing multiple tasks while delivering exceptional service to customers. You will assist Lenders in servicing both new and existing commercial client relationships, gathering and organizing loan documents for new loans, renewals, and modifications. Additionally, you will coordinate third-party vendor work leading up to loan closings and collaborate with Credit Administration to book and maintain loans. Where appropriate, you will support loan closings by ensuring all required documents are in place.
To thrive, you should have:
- Bachelor’s degree (preferred) or 3–5 years of experience in banking, preferably in commercial lending, credit administration, or as an administrative assistant.
- Proficiency in Microsoft Office (Advanced Excel, Word, Outlook, PowerPoint); knowledge of Fiserv Premier Navigator is preferred; ability to use standard office equipment and financial calculators.
- Solid data analysis skills, ability to identify data relationships, synthesize complex information, and design workflows.
- Excellent verbal and written communication skills, active listening, ability to build strong relationships, and work effectively in team environments.
- Solid work ethic, ability to follow through on commitments, take independent actions, meet deadlines, and proactively seek opportunities for improvement.
Your responsibilities as the Commercial Loan Officer Assistant will include:
- Work directly with commercial lending staff on loan origination, approval, and closing processes, including reviewing approved loan requests and boarding loans on the core system.
- Order and organize necessary documents such as appraisals, title policies, environmental reports, and CIP information; maintain and update credit and appraisal files.
- Process loan payments, line of credit advances, outgoing wires, and other transactions; oversee loan maturity and expiring commitment reports to ensure timely renewals.
- Initiate the loan renewal process by collecting financial records from borrowers; assist in removing loan and collateral documentation exceptions in a timely manner.
- Schedule appointments, coordinate loan closings with third parties, open new accounts for commercial clients, and assist in selling treasury management and merchant services.
Liberty’s Bank and Trust’s Best-in-Class Benefits and Perks:
As you might expect, we value every member of our team. That's why we offer competitive pay and an extensive benefits package, including:
- Comprehensive Health Coverage – Medical, Dental, Vision, and Life Insurance
- Solid Work/Life Balance – PTO and paid holidays.
- Financial Wellness and Security – FSA, 401K with matching, and educational reimbursement
- Family Assistance – Adoption Assistance and EAP/Health and Welfare Assistance
- Growth opportunities – Leadership Development
- Substantial Perks – Online Marketplace includes various discounts on goods and services
- ERG/ Ambassador Groups
- Free and reduced-rate bank services
We are an equal-opportunity employer that welcomes and encourages diversity in the workplace. We do not discriminate based on race, color, religion, marital status, age, national origin, ancestry, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.
