Job Description

JOB SUMMARY:
The Senior Lending Assistant provides customer service and support to Commercial Lending customers and prospects. This position is responsible for preparing loan summaries for presentation to the Loan Committees, performs loan administration duties and helps prepare loan documentation, and may assist credit analysts with financial spreadsheets functions.

RESPONSIBILITIES:

• Perform a wide variety of administrative tasks, often for assigned Market President and/or Commercial Lender, to include gathering data, assembling and maintaining credit files, requesting title reports/lien searches/flood certificates, etc., and UCC filings and terminations.
• Prepare and review loan documentation for accuracy and compliance using Commercial Connect and, if needed, may coordinate with outside counsel in loan documentation preparation.
• Responsible for upholding the highest level of client service expectations; Handles requests from customers including advances on lines of credit, pay-outs, account transfers, and resolves customer issues as needed.
• Train and mentor new and/or junior Commercial Lending Assistants; Considered a subject matter expert and answers questions/provides guidance as needed.
• May provide feedback on policies, procedures, system enhancements, and training guides.
• Performs various data analysis involved in the support of client lending activities.
• Assists in resolution of issues identified during the pre-closing process.
• Assist with loan disbursements.
• Assist with Market Meetings as needed.
• Responsible for entering and maintaining client data into the Commercial Connect and Sales Management system.
• Ensure that loan documentation and files are processed and properly maintained.
• Monitor loan exceptions and resolve by contacting customers, title companies, attorneys, etc.
• Clear loan exceptions and financial reporting as needed.
• Pull financial reports for customers and ensures timely distribution as needed.
• Generate officer reports, overdraft, clear past dues, balance G/L accounts monitor collateral, orders supplies, verifies and initiates wires and checks (per authorized limit).
• Coordinates materials for presentations, setting up sales calls, maintaining a list of prospective clients and joining sales calls as needed.
• Other projects and duties as assigned.

Qualifications

SKILLS/QUALIFICATIONS:

• High School Diploma or equivalent required
• Minimum three (3) years of experience as a Lending Assistant or five (5) years of direct Banking experience; Work experience in Commercial Banking is required.
• Ability to successfully complete system training within 90 days of hire or transferring into position required
• Proficiency in Microsoft Office Products
• Strong verbal and written communication skills
• Ability to demonstrate strong customer service, multi-tasking and flexibility skills.
• Ability to work in a fast-paced environment.

Key Competencies:

• Organizational Skills
• Adaptability
• Detail Oriented
• Interpersonal Skills
• Collaboration

Essential Functions:
• Sitting for extended periods of time.
• Sufficient dexterity of hands and fingers to efficiently operate a computer keyboard, mouse, and other computer components.
• Ability to converse and exchange information with all levels of staff within organization.
• Ability to visually view, observe, perceive, identify, and translate data