Commercial Lending Assistant

Liberty Financial; Evansville (IN); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Paid Holidays

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

401(k) retirement program

Life Insurance

Short/Long Term Disability Insurance

Tuition Reimbursement Program

Job summary

Liberty FCU is seeking a Commercial Lending Assistant to support lenders at our Evansville, IN location. The role emphasizes accurate documentation, timely processing, and strong client service to ensure smooth loan transactions.

The successful candidate will review borrower documents, input applications, prepare packages, and coordinate with clients and staff to support efficient lending operations. Flexibility and attention to detail are essential for success.

Qualifications

• Experience reviewing borrower documents and loan packages.
• Familiarity with credit union lending policies.
• Ability to work with lenders and staff to ensure accurate loans.

Responsibilities

• Assist lenders by reviewing borrower documents and third-party reports.
• Input commercial loan applications into credit systems.
• Prepare lending packages and fund loans.
• Perform daily loan maintenance and update reports.
• Coordinate with clients and staff to renew credit.
• Ensure documents have proper signatures and disclosures.
• Provide backup support to documentation specialists.
• Resolve client problems with timely research.
• Ensure collateral is forwarded to the correct department.
• Maintain professional image and high service levels.

Skills

Loan processing

Underwriting

Closing procedures

Credit policies

Regulatory knowledge

Interpersonal skills

MS Office

Detail oriented

Time management

Strong communicator

Education

College degree preferred

Loan processing experience required

Tools

Loan systems

Job description

Liberty FCU, a full-service credit union, is seeking a Commercial Lending Assistant. This position is located at 4401 Theater Drive, Evansville, IN. The ideal candidate for this position must provide exceptional member service to ensure a seamless loan process.

Duties and responsibilities include but are not limited to the following:

• Assist lenders with various tasks such as obtaining and reviewing documents from borrowers, construction draw requests, ordering third party reports for loan transactions, appraisals, title work, environmentals, etc.
• Input commercial loan applications into credit system
• Prepare lending packages and fund loans
• Perform daily loan maintenance, monitor exceptions, and update reports
• Collect and file financial information from clients
• Act as the point of contact between lenders and employees/clients as necessary
• Review upcoming maturities with each officer and determine what financial information is needed in order to renew credit
• Serve as backup to other documentation specialists
• Perform research needed to resolve client problems in a timely manner
• Ensure loans are booked correctly and collateral is forwarded to appropriate department
• Ensure that all documents have proper signatures, dates, disclosures and other relevant data
• Work closely with other members of department to ensure exceptional service is provided to client base

Desired Skills and Qualifications:

• Detailed knowledge of processing, underwriting and closing procedures
• In-depth knowledge of credit union's policies and procedures, lending procedures and credit policies
• Knowledge of federal lending regulations
• Ability to analyze policies, procedures and guidelines in a way that maximizes productivity but protects the level of risk desired
• Must be able to establish productive business interpersonal relationships with others inside and outside the organization and to work with little direct supervision in carrying out the responsibilities assigned
• Must have working knowledge of Microsoft Office products and Internet Explorer
• Must have flexibility in working schedule; may be required to work weekends and/or extended hours. Reliable attendance is critical
• Ability to operate standard business equipment: fax, copiers, printers, calculators, computers, etc.
• Ability to present professional image
• Ability to handle sensitive documents or other confidential information
• Ability to work well under pressure
• Ability to perform multiple job functions and tasks with minimum supervision
• Ability to communicate and work well with all levels of employees, officers, and directors
• Must have attention to detail, and ability to meet deadlines and deal tactfully with clients (internal and external)
• College degree preferred, with a demonstrated mastery of loan processing principles. However, a combination of experience and education may be substituted for degree requirements
• Experience and overall understanding of loan systems and various related host systems

Physical Requirements:

• Normal office environment with little exposure to dust, noise and temperature
• Sitting for long periods
• Standing, bending, and lifting up to 20 pounds
• Extended viewing of CRT screen
• Occasional travel to branch offices, seminars, and various training courses may be required

Benefits and Compensation:

• Paid Holidays
• Paid Time Off (Vacation, Sick and Personal Days)
• Medical, Dental and Vision Insurance
• 401(k) retirement program with matching funds
• Employer paid Group Term Life Insurance, Short Term and Long Term Disability Insurance
• Tuition Reimbursement Program

Liberty FCU is an Equal Opportunity Employer, Minority/Female/Disability/Protected Veteran.