Commercial Lending Assistant

1ST SUMMIT BANK; Latrobe, Greensburg (Westmoreland County, Westmoreland County); On-site; USD 40,000 - 55,000; Full time

Job summary

A regional banking institution is looking for a Lending Assistant to support the Commercial Lending team with managing loan relationships and processing documentation. The ideal candidate will possess excellent communication and organizational skills with at least 2 years of administrative experience, ideally within banking. This role requires attention to detail and the ability to work independently while ensuring compliance with regulations and bank policies. Strong proficiency in Microsoft Office is essential. This position is based in Latrobe, Pennsylvania.

Responsibilities

• Support the Commercial Lending team with loan relationships and opportunities.
• Perform administrative tasks including preparing credit reports.
• Handle customer service duties related to loans and accounts.
• Identify and order documentation for commercial loan requests.
• Track document receipt and ensure accuracy.
• Assist in maintaining customer credit files.
• Manage compliance reporting and database maintenance.
• Comply with regulations and Bank policies.

Skills

Excellent verbal and written communication skills

Exceptional organizational skills

Strong attention to detail

Excellent time management skills

Ability to work independently

Proficient with Microsoft Office Suite

Education

High School Diploma or GED

2 years administrative/support role experience

3 years of banking experience preferred

Job description

East Gate - Greensburg
5150 State Route 30
Greensburg, PA 15601, USA

Latrobe
332 Unity Plz
Latrobe, PA 15650, USA

Job Responsibilities

• Support the Commercial Lending team in managing existing loan relationships and pursuing new loan opportunities; support managing existing accounts.
• Perform administrative tasks that can include but are not limited to preparing credit reports and loan document/packages, ensuring accuracy and completeness of loan packages, gathering information on existing loan relationships, reviewing loan documents, booking/closing loans.
• Perform customer service duties that may include identifying, researching and resolving customers' questions and issues regarding deposits, fund transfers, loan advances, loan pay downs and payoffs, etc.
• Identify and order documentation required to process commercial loan requests.
• Track and ensure receipt of appropriate documents/reports.
• Prepare and maintain loan transaction files and assist in maintaining customer credit files.
• Ensure completeness and accuracy of credit and transaction files.
• Coordinate account maintenance with the Loan Servicing and Deposit Operations Departments.
• Manage compliance reporting and maintain customer and prospect data base.
• Assist commercial loan officers in addressing customer inquiries and servicing requests.
• Complies with federal and state regulations and all established Bank policies and procedures.
• Perform other duties as assigned or directed.

Required Skills/Abilities

• Excellent verbal and written communication skills.
• Exceptional organizational skills and strong attention to detail.
• Excellent time management skills with a proven ability to meet deadlines.
• Ability to work independently to achieve goals and objectives.
• Proficient with Microsoft Office Suite or related software.

Supervisory Responsibility

• This position does not supervise employees.

Education and Experience

• High School Diploma or GED is required.
• 2 years administrative/ support role experience required.
• 3 years of banking experience as a lending assistant or administrative/ support role preferred.

Physical Requirements

• Ability to concentrate and perform responsibilities by maintaining a constant state of focus and mental alertness.
• Ability to lift up to 25 pounds.
• Ability to communicate in person, through email or via telephone with customers and staff members.
• Ability to sit or stand for an extended period.
• Specific vision abilities required by this job may include close vision and the ability to adjust focus.
• Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.