Commercial Loan Assistant
Central BankAbout the role
Provides administrative assistance to the Loan Officer(s) and other lending staff, including preparing, acquiring, and assembling documentation for commercial, consumer, and real-estate loans following underwriting guidelines and policies.
Assembles and verifies accuracy of loan documentation.
Ensures that loan files contain all appropriate documents with proper signatures, dates, and other relevant data prior to the closing of the loan.
Checks documents for proper legal descriptions, closing dates, and signatures. Enters loan information into computer database.
Performs variety of clerical duties requiring knowledge of departmental procedures.
Responds to customer inquiries concerning loan processing and information.
Performs required research to complete lending process for closing.
Works loan exceptions for Loan Officer(s) and other lending staff.
Education and/or Experience
High school diploma or equivalent is required; some college is preferred but not required 2-3 years related experience required
Solid understanding of financial institution products and services
Familiarity with and ability to understand lending terminology and documents
Computer Skills
Knowledge of Internet software, Spreadsheet software, and Word Processing software.
Experience with lending software is preferred
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