Commercial Lending Assistant

The Union Bank Co.; Columbus (OH); On-site; USD 42,000 - 64,000; Full time

Benefits offered by this job

Medical, Dental, Vision Insurance

Employee Stock Ownership Plan (with 2%

Job summary

The Union Bank Company in Columbus, OH seeks an onsite Commercial Lending Assistant to support lenders with loan requests, documentation, and closing processes. The role involves coordinating with title companies, appraisers, and customers to ensure timely responses and accurate files.

Ideal candidates have at least 3 years in commercial loan processing or related roles, strong customer service skills, and the ability to work under pressure while maintaining compliance with bank policies and

Qualifications

• 3+ years of experience in commercial loan processing, servicing or documentation.
• Prefer some secondary education.
• Ability to handle stress and difficult situations.

Responsibilities

• Assist Commercial Lenders with loan requests and related documentation.
• Support loan closings and post-closing processes.
• Maintain accurate financial information on customers and monitor updates.
• Coordinate with title companies, legal counsel, and appraisers as needed.
• Respond to customer inquiries promptly and maintain office presence when needed.

Skills

Loan processing

Customer service

Documentation

Education

Some secondary education

Job description

# Commercial Lending AssistantOperations - Columbus Grove, OH 45830## OverviewPosition TypeFull Time## Description**We want U to be part of our team!****Join a Community That Cares – Grow Your Career at The Union Bank Company!****Benefits offered:*** Medical, Dental, Vision Insurance* Employee Stock Ownership Plan (w/ company match)* Paid Time Off (in addition to 10 paid holidays, 1 floating holiday, & birthday)* Tuition Reimbursement* **And more!**We are currently searching for an onsite **Commercial Lending Assistant!**Under the direction of the Loan Operations Manager or the Commercial Relationship Officer Market Manager of the bank, the **Commercial Lending Assistant** assists Commercial Lender(s) with customer requests, documentation requests, various reports and other general customer service-related issues. **Primary Responsibilities:**Commercial Assistant: * Performs administrative duties, such as typing, filing or routine clerical work. Arranges appointments, and closings for Commercial Lender(s).* Ensures due diligence is present and has been completed on loan requests prior to closing. Assists Lenders with loan presentations, commitment letters, annual reviews and other documentation. Reviewing loans to make sure that they are in accordance with Lender’s request, Bank Policy, and regulatory requirements.* Assist Lenders in maintaining accurate financial information on customers. This includes monitoring & requesting updated financial information by letter and phone.* Request loan document packages for closing, and then processing the closing package for loan servicing to upload and fund the loan. This may include sending documents for recording. Also monitoring of closing exceptions to complete the file.* Will act as a liaison with Clients, Loan Servicing, Loan Processing, Asset Management, Loan Review, Credit Analysis, and all third-party suppliers (i.e. legal counsel, appraisers, etc.). Will schedule loan closings with Title Companies, Customer and Lender when applicable.* Assists in building customer relationships by handling incoming calls and emails to assure timely response of queries while maintaining an office presence in the absence of the Commercial Lender(s).* Work with customers and make sure that questions on existing loans and pending requests are answered in a timely manner or directed to the proper department or employee.Branch Operations:* Keep abreast of changes in products, policies and procedures, and attend training as needed.* Performs other duties as assigned.Customer Service: * Assists customers with resolution of account problems and issues.* Is responsible for comprehensive, prompt and efficient customer service.## Qualifications* Prefer some secondary education and a minimum of 3 years' experience in commercial loan processing, servicing, documentation, or related position.* Must have the capacity to work under stress and handle difficult situations.***\\*\\*It is encouraged that all applicants attach a resume when applying.****The Union Bank Company is an Equal Opportunity Employer of women, minorities, protected veterans and individuals with disabilities which includes reasonable accommodation of otherwise qualified disabled applicants and employees. Please see Human Resources should you have any questions about this policy or these job duties.*