Commercial & Ag Loan Assistant — Detail-Oriented Closings

F&M Bank - Archbold, OH; Troy (MI); On-site; USD 42,000 - 54,000; Full time

Job summary

F&M Bank in Michigan seeks a Commercial & Ag Loan Assistant to build lasting customer relationships, handle loan closings with care, and support commercial/ag banking processes. You will ensure accurate documentation and compliance throughout the loan lifecycle.

Responsibilities include auditing files, coordinating with Portfolio Managers and Bankers, data entry in MS Word/Excel, and assisting clients with account questions as part of a collaborative banking team.

Qualifications

• High School Diploma with 2 years of related experience in Commercial Ag loan documentation or equivalent.
• Proficiency with MS Word and MS Excel.
• Notary Public Commission; can be obtained on the job.

Responsibilities

• Auditing loan files for taxes, financial statements, and documentation completeness.
• Coordinate with Portfolio Managers and Commercial Ag Bankers.
• Enter data in MS Word and MS Excel; organize financial information for credit evaluation.
• Process new and renewal notes; ensure documentation is imaged and recorded properly.
• Adhere to loan policy and regulatory requirements including BSA/AML.

Skills

Customer service

Attention to detail

Education

High School Diploma

Tools

MS Word

MS Excel

Job description

F&M Bank in Michigan seeks a Commercial & Ag Loan Assistant to build lasting customer relationships, handle loan closings with care, and support commercial/ag banking processes. You will ensure accurate documentation and compliance throughout the loan lifecycle.

Responsibilities include auditing files, coordinating with Portfolio Managers and Bankers, data entry in MS Word/Excel, and assisting clients with account questions as part of a collaborative banking team.