Business Banking Loan Assistant

Consumers; Ohio; Hybrid; USD 42,000 - 62,000; Full time

Job summary

Consumers National Bank is seeking a Business Banking Loan Assistant to provide administrative, operational, and loan support across the life cycle from intake through closing and servicing. The role requires organization, customer focus, and collaboration with multiple departments in a fast-paced banking environment.

The candidate should have 3–5 years of commercial lending documentation experience, strong communication skills, and attention to detail, with proficiency in Microsoft Office and

Qualifications

• 3–5 years’ experience with commercial lending documentation.
• Knowledge of commercial lending, loan closings, and loan booking process.
• Familiarity with loan documentation systems.
• Proficiency in Microsoft Office applications.
• Excellent verbal and written business communication skills.
• Strong customer service and relationship-management skills.
• High attention to detail with strong organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.

Responsibilities

• Serve as primary liaison between Lender, Credit, Loan Processing and Loan Servicing teams from intake through closing.
• Provide administrative and operational support to one or more Business Development Officers.
• Handle daily client communications and coordinate documentation requests.
• Assist with new loan requests including intake steps and loan write-ups.
• Attend Loan Committee meetings and support follow-up actions.
• Coordinate third-party services such as appraisals and title work; review related docs for accuracy.
• Work with Loan Processing to ensure underwriting and closing conditions are met.

Skills

Commercial lending knowledge

Attention to detail

Time management

Organizational skills

Verbal communication

Written communication

Customer service

Multi-tasking

Tools

Microsoft Office

Loan documentation systems

Job description

Description

Consumers National Bank offers a dynamic workplace with direct access to decision makers, recognizing achievements and supporting growth. The collaborative culture ensures business decisions benefit both the company and its customers.

We firmly believe that our employees are the driving force behind our MISSION. Join our Business Development Team and join us in saying, “I make a difference”.

We provide competitive pay, a comprehensive benefits package, and a collaborative workplace. All applicants undergo background, credit, and employment checks. Consumers National Bank is an Equal Opportunity Employer, including protected veterans and individuals with disabilities.

Position Summary

The Business Banking Loan Assistant provides comprehensive administrative, operational, and loan support to one or more Business Development Officers (Lenders). This role supports throughout the life of a loan from initial intake and underwriting support through closing, booking, servicing, and portfolio management. The ideal candidate is highly organized, detail-oriented, customer-focused, and comfortable coordinating across multiple departments.

Duties and Responsibilities

• Serve as a primary liaison between the Lender, Credit Department, Loan Processing, and Loan Servicing teams to support loans from intake through closing, booking, and servicing.
• Provide comprehensive administrative and operational support to one or more Business Development Officers, including pipeline management, prioritization, and issue resolution.
• Handle daily client communications, coordinating requests and gathering required documentation in a timely and professional manner.
• Assist with new loan requests by completing intake steps on the Bank’s lending platform and preparing loan write-ups and supporting documentation for Loan Committee review.
• Attend Internal and Director’s Loan Committee meetings as required and support follow-up actions.
• Coordinate third-party services such as appraisals and title work and review related documentation for accuracy.
• Work closely with Loan Processing to ensure all underwriting and closing conditions are met; review loan documents pre- and post-closing to confirm accuracy and proper execution.
• Assist Lenders in gathering required information to move loans to closing, including insurance, payoffs, and other supporting documentation, and provide regular status updates.
• Support ongoing portfolio management by monitoring renewals, annual reviews, maturities, insurance expirations, financial ticklers, and construction draw requests, including follow-up with borrowers as needed.
• Manage construction, draw documentation, and submit complete and accurate packages for payment.
• Provide loan, pipeline, and status updates to management during weekly meetings when the Lender is unavailable.
• Support SBA loan processing and perform additional loan administration duties as assigned.

Requirements

• Qualified candidates should have 3-5 years’ experience of commercial lending documentation experience.
• Knowledge of commercial lending, loan closings, and the loan booking process.
• Familiarity with the loan documentation systems
• Proficiency in Microsoft Office applications.
• Excellent verbal and written business communication skills.
• Strong customer service and relationship-management skills.
• High attention to detail with strong organizational and time-management abilities.
• Ability to manage multiple priorities and meet deadlines in a fast-paced environment.
• Proficient computer and typing skills.