Commercial Loan Assistant

United Commonwealth Bank, a United Community Bank, located in Naples, Florida is in search of a Commercial Loan Assistant. This position will assist the commercial lending team with the administrative processing duties associated with commercial loan applications.

Essential Duties and Responsibilities:

• Process Commercial loans in accordance within guidelines and regulatory standards
• Prepare documents on loan software (currently LaserPro for Commercial)
• All assigned general clerical duties for the designated loan officer, including but not limited to sending past due letters, title ticklers, preparing loan files and general correspondence
• Work at the front desk, answer phones and greet clients
• Answer phones and assist with customer questions and inquiries
• Assist with loan applications when the loan officer is unavailable
• Cross-sell bank products. Work with loan officer to find new opportunities for client.
• Assist clients with wire requests, loan advances and payments
• Handle renewals and extensions per loan officer instructions
• Prepare set up sheets, order all documents needed for closing
• Coordinate with local attorneys when attorney prepared loan documents are necessary
• Understand and assist clients with the Cash Management system
• Maintain familiarity with the Bank Secrecy Act Policy, OFAC Policy, Loan Policy, CIP Policy and any other policies relevant to your position
• Daily updates on files in process when changes occur
• Prepare title applications and checks if necessary
• Disburse loan files to loan servicing the same day if possible
• Verify full coverage insurance on all loans
• Correct any loan exceptions
• Pull flood certifications
• Run credit bureaus
• Proficient in Word, Excel and Outlook
• Assist other departments if needed
• All other duties as assigned

Supervisory Responsibilities: None

Qualifications: To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Education and/or Experience: High school degree or equivalent is required. An associates degree is preferred, focused in finance and/or paralegal studies. Prior banking/lending is preferred.

Computer Skills: Required - Microsoft Office (Word, Excel, Access, PowerPoint), Encompass, LaserPro

Certificates, Licenses, Registrations: None required.

Other Skills and Abilities: Excellent customer service qualities, extremely detail focused, exceptional organizational skills.

This job operates in a clerical office setting. This role routinely uses standard office equipment such as computers, phones, photocopiers, filing cabinets and fax machines.

Attendance requirement: Employees are expected to report to work as scheduled, on time and prepared to start work. Employees are expected to remain at work for their entire work schedule. Late arrival, early departure or other absences from scheduled hours should be avoided

Certificates, licenses, or registrations: None Required

Physical requirements:

• Ability to stand or sit for up to eight hours

• Requires bending, stooping or standing as necessary

• Requires the ability to hear, speak and/or signal people

• Effectively communicate verbally, in writing, and in English

• Requires manual dexterity, typing, and the ability to lift files and open filing cabinets

• The employee may occasionally lift and/or move up to 25 pounds

Pay Range: 75,000 - 105,000

A successful candidate's actual pay rate will be based on several factors including applicable experience, training and education.

UCB provides Health, Dental Vision, STD, LTD and Life Insurance benefits to all full-time employees. Please visit https://ucbbanks.com/careers for more information on UCB's complete benefit package.

March 28, 2025