Commercial & Ag Loan Support Specialist

F&M; Troy (MI); In loco; USD 30.000 - 39.000; Tempo pieno

Descrizione del lavoro

F&M Bank in Troy, Michigan is seeking a Commercial & Ag Loan Assistant who will obtain and monitor loan documents, build relationships with customers, and support loan closings with precision. You will assist portfolio managers and bank staff, ensuring documents are complete and compliant.

daily tasks include data entry into MS Word/Excel, organizing financial information, and maintaining accurate loan records while adhering to bank policies and regulatory requirements.

Competenze

• High School Diploma with 2 years of related Commercial Ag Loan documentation experience or equivalent.
• Ability to audit loan files for completeness and accuracy.
• Proven customer service experience in a banking environment.

Mansioni

• Auditing customer profile for taxes, financial statements, current driver’s license, operation agreements and insurance.
• Works effectively with a diverse group of bank personnel at several levels of the organization in the coordination of commercial & Ag application requirements leading up to document delivery.
• Review documentation for completeness and accuracy.
• Enter data in computer using different software programs – primarily MS Word and MS Excel.
• Organization of financial information needed in evaluation of credit worthiness of loan applicants. Save financial and other customer-related documentation in the appropriate drive. Ensure all documentation is imaged in Director.
• Process new and renewal notes.
• Collect accurate documents, signatures, dates and other relevant data for loan files and ensure they are properly recorded.
• Adheres to Loan Policy and Compliance Regulations
• Complete CIP and other related documentation associated with identity verification for borrowers and guarantors.
• Prepares loan disbursements, payments and draws on lines of credit, wire transfers and account transfers on behalf of the commercial & ag customers.
• Schedule loan closings with the processing team and if required with title companies.
• Correspond with customers by phone, in writing or via electronic communication as needed.
• Comply and satisfactorily pass tests for bank policy and regulations that apply to position.
• Follow up and maintain pending/exception list for loan files.
• Completes credit references.
• Assisting the Commercial & Ag Loan Assistant Supervisor with special projects as needed.
• Close loans for Commercial & Ag Bankers following their instructions as needed.
• Meet with clients and participate in business development calls as needed.
• Other duties as assigned.

Conoscenze

Loan documentation

Customer service

Attention to detail

Regulatory compliance

Multi-tasking

Formazione

High School Diploma

2 years related experience

Strumenti

MS Word

MS Excel

Descrizione del lavoro

F&M Bank in Troy, Michigan is seeking a Commercial & Ag Loan Assistant who will obtain and monitor loan documents, build relationships with customers, and support loan closings with precision. You will assist portfolio managers and bank staff, ensuring documents are complete and compliant.

daily tasks include data entry into MS Word/Excel, organizing financial information, and maintaining accurate loan records while adhering to bank policies and regulatory requirements.