Commercial Loan Assistant

Commercial Loan Assistant

Lewis James Professional is a woman-owned staff augmentation, project consulting and direct hire search and placement firm. We are currently seeking a Commercial Loan Assistant for a direct hire opportunity with a financial services client.

Responsibilities:

• Responsible for supporting the Bank’s commercial lenders with all administrative aspects of the commercial loan process.
• Assists with pre-closing, closing and post-closing tasks and insures loans are processed in accordance with the Bank’s policy and regulatory guidelines as applicable.
• Assists with the collection of documentation and processing of commercial loans.
• Utilizes various checklists to prepare loan files according to established procedures.
• Communicates with lending team on all discrepancies and necessary legal documents not yet obtained.
• Organizes loans for customer signature and loan operations.
• Contacts customers or third parties to request insurance documents, tax returns, and other loan-related documents.
• Inspects loan files to determine whether all required documents are current and makes relevant notes on work in progress.
• Communicates with customers and vendors as directed by lenders.
• Address client issues and assist in researching and resolving issues.
• Processes loan renewals as instructed by lender and according to approved policies and procedures.
• Responsible for organization and scanning of loan files.
• Provides administrative support to lending department.
• Conduct all activities in compliance with bank policies and all regulatory guidelines including BSA, OFAC, Fraud Prevention, and Anti-Money Laundering regulations.
• Perform other duties as may be assigned.

Qualifications:

• Education: High School Diploma or GED required; College degree or additional coursework in banking, finance or lending is a plus.
• Work Experience: At least two years of prior bank, lending or administrative experience preferred.
• Excellent customer service and communications skills- written and verbal.
• Self-starter with the ability to work independently without constant and direct supervision.
• Experience using Microsoft Office products, Outlook, Word, Excel, etc.
• Ability to make sound decisions and recommendations.
• Strong organizational skills and the ability to multitask and prioritize.
• Ability to interact well with customers with high to low levels of computer knowledge.
• Ability to keep detailed and accurate records.
• Must be able to work well in a team environment.
• Experience with Jack Henry a plus.

For immediate consideration, please click “Apply” and use Job Code BHJOB11837_4054. You may also send a copy of your resume to: resumes@lewisjamesprofessional.com and enter only the following job code in the subject line: BHJOB11837_4054. Lewis James Professional is an Equal Opportunity Employer. M/F/D/V