Lending Assistant - Experienced

The Lending Assistant supports loan officers in an administrative capacity within a highly engaged, high service environment. Provides administrative support requiring knowledge of lending operations and procedures. Responsible for servicing clients promptly and professionally in addition to the processing and handling of any functions related to loan activities. Facilitates monetary requests (advances, payments, transfers, overdrafts, deposits, etc). Assists clients regarding loan and demand deposit related matters.

• High school diploma, general education degree (GED) or equivalent required; Bachelor’s degree in Business or related field preferred.
• 3 or more years of experience as a commercial lending assistant or related role required
• Excellent verbal, written and interpersonal communication skills.
• Excellent PC skills, including word processing and spreadsheets via Microsoft Office products as well as custom applications and system.
Excellent analytical, time management, organizational and problem-solving skills with the ability to multi-task and work in a deadline-driven environment.

The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required, and may be changed at the discretion of the Company.

• Monitors and reports on loan payments, payments that are past dues, overdrawn accounts, and NSF’s on a daily basis.
• Prepares, indexes, and maintains customer files and documents.
• Handles customer needs including inquiries, debit/credit accounts, and wire transfers.
• Updates/Prints loan volumes on a monthly basis.
• Prepares loan memos and correspondence.
• Obtains collateral documents to be utilized as security on loans. Delivers completed collateral packages to collateral department and assists collateral department in correcting ongoing collateral deficiencies. Works with the Loan Officers in approving the release, substitution or collateral in accordance with loan policy.
• Releases collateral on paid-off loans.
• Assists with Working Exceptions and Elimination of Same.
• Sets up and coordinates meetings and makes travel arrangements.
• Assists Credit Analysts with the completion of loan documents and proofs the loan documents for signatures.
• Coordinates and posts inspections on a weekly basis.
• Types checks for FBO accounts and publishes on a weekly basis.
• Prepares expense account reimbursement forms as necessary.
• Works with Loan Analysis Department in developing analytical work-ups on credits.
• General office support including; receptionist relief, notarizing documents, ordering supplies and fax/copy/scan duties.